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  • Success Stories

    Meet visually challenged MFD who held a knowledge session for over 200 special individuals
    Kolkata MFD Piyush Rakhecha is on a mission to help visually impaired individuals attain financial freedom.
    by Nishant Patnaik Apr 1, 2024
    Meet the MFD who helped a client settle business debt and successful business succession
    Rashmi and Ankush Thukral won the prestigious Sanjeevani Outstanding Asset Allocator Award for helping a client benefit from asset allocation.
    by Nishant Patnaik & Muzammil Bagdadi Mar 27, 2024
    Meet this Varanasi MFD who helped a couple overcome a difficult life situation
    Shailly Seth from Varanasi won the prestigious Sanjeevani Masterful Award for bringing a couple on track.
    by Nishant Patnaik and Kushan Shah Mar 26, 2024
    Meet the MFD who helped a client retire early and pursue other life goals
    Vatsal Shah and Shaili Shah won the prestigious Sanjeevni award for securing their client's retirement life.
    by Nishant Patnaik and Muzammil Bagdadi Mar 26, 2024
    Meet two MFDs who conducted successful SIP drives
    MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients
    by Kushan Shah Mar 18, 2024
    Meet the MFD duo who acquired 20,000 clients from real Bharat
    Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.
    by Riddhima Bhatnagar and Nishant Patnaik Mar 14, 2024
    Meet the two women MFDs who bring in more women clients to the MF fold
    Sanjeevani Shakti award winners Ankita Singhania and Shruti Agarwal of CAGRfunds share their journey on bringing in more women clients.
    by Nishant Patnaik & Riddhima Bhatnagar Mar 7, 2024
    Bengaluru MFD shares the ‘millennial’ approach to attract young investors
    Arun Kumar of Wizr Wealth talks about ways to strike the right chord with millennials.
    by Team Cafemutual Mar 4, 2024
    This Indore MFD did SIP drive on Pran Pratistha of Ram Mandir
    Over 80 investors participated in this drive on Jan 22.
    by Team Cafemutual Feb 13, 2024
    Meet MFDs who conducted successful SIP drives
    Two MFDs - Harsh Shekhar of Sharedealer Plus and Mithilesh Singh conducted successful SIP drives.
    by Muzammil Bagdadi Feb 4, 2024
    Meet the Jalgaon MFD who supports 35 children and has helped 3 families earn livelihood
    Rahul Patil of Moneyguru Investment, Jalgaon extends financial support to fund education and living expenses of 35 orphans and differently abled children in Jalgoan.
    by Nishant Patnaik Jan 1, 2024
    Meet these 2 MFDs from B-30 locations who held successful SIP drives
    Chitt Kotecha of Clarity Finvest from Amreli, Gujarat, and Ganesh Banthia from Bikaner, Rajasthan share tips on how to hold a successful SIP in B30 cities.
    by Riddhima Bhatnagar Dec 14, 2023
    The power of satte pe satta in mutual fund distribution
    Read on to know how the power of seven creates an asset base of over Rs 1,000 crore.
    by Karishma Gagwani Dec 4, 2023
    MFD helps a retired teacher reach a Rs. 1.10 crore investment corpus
    An inspiring story of long-term financial planning, trust, and steady faith in her advisor.
    by Muzammil Bagdadi Nov 29, 2023
    5 MFDs register record SIPs this November
    Gandhinagar MFD Meet Shah, Nasik MFDs Sachin Karate and Dikshant Pande, Raipur MFD Mitesh Chand and Madhubani MFD Naresh Kumar tell us the golden rules that helped them hold successful SIP drives this festive season.
    by Riddhima Bhatnagar Nov 22, 2023
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.