Success Stories

A social worker turned IFA

Pune IFA Neepa Khatri, Neepnil Investments uses her counselling skills to connect with her clients.

by Shreeta RegeMay 14, 2019

How a Jammu IFA acquired 1,100 clients in just three years

Most of his clients are army personnel. Read on to know how he makes clients of army officials.

by Sridhar Kumar SahuMay 6, 2019

Three IFAs Amit Bivalkar, Paresh Kariya and Pallav Bagaria merge business to make it big

The combined AUA of the new entity adds up to Rs.3,000 crore.

by Team Cafemutual Apr 24, 2019

Rohtak IFA Vinay Goel initiates 258 SIPs in one day

The average SIP size was Rs. 3,087.

by Shreeta RegeApr 17, 2019

Four IFAs narrate their stories in Meri Kahani Meri Zubani

At the sixth Cafemutual IFA event (CIFA), Meenakshi Sikchi, Jaykant Dand, Hari Kamat and Vishranth Suresh share their success mantras, business style and much more.

by Team Cafemutual Apr 13, 2019

How this Gwalior IFA created 102 SIPs in a single day

The average SIP size was Rs.2098.

by Shreeta RegeMar 18, 2019

Dohanomics now in Marathi

The book shares 40 investment mantras derived from Sant Kabir and Sant Rahim’s legendary couplets (dohas).

by Shreeta RegeFeb 7, 2019

700 clients and Rs. 700 crore in six years

Mumbai IFA Ranjan Panigrahi is a textile engineer who became a financial advisor in 2013.

by Shreeta RegeFeb 5, 2019

MF gurus go regional; publish books in their mother tongue

Vinayak Sapre and Amit Trivedi have translated their books in regional languages.

by Shreeta RegeJan 28, 2019

IFA Devdatta Dhanokar gives investing lessons in Marathi

In his book ‘Mutual Fund Guntavnuk Gurumantra’, Devdatta Dhanokar sets out the rules of successfully mutual fund investing.

by Shreeta RegeJan 24, 2019

Ahmedabad IFA Milind Shah to launch a common platform for IFAs

One nation one brand for mutual fund distributors: Chalo Niveshak

by Nishant PatnaikJan 15, 2019

Stock brokers turned advisors: Kolkata duo build AUM of Rs.90 crore in just a year

The changes in MF industry did not deter Vikash and Sundeep as they strongly believe that ‘Advice ki bahut badi value hai’ (financial advice is valuable.)

by Shreeta RegeJan 2, 2019