SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • Success Stories

    Ahmedabad IFA Milind Shah to launch a common platform for IFAs
    One nation one brand for mutual fund distributors: Chalo Niveshak
    by Nishant Patnaik Jan 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 Rege Jan 2, 2019
    Hari Kamat on helping his clients become crorepatis!
    Goa IFA Hari Kamat shares with us how he makes it a point to thoroughly understand his clients before recommending products.
    by Shreeta Rege Dec 23, 2018
    How this Bengal IFA acquired 2500 clients through IAPs
    Today, he boasts of a SIP book of Rs. 55 lakh.
    by Shreeta Rege Dec 17, 2018
    Meet the Kolkata duo who built AUM Rs.88 crore in just one year
    Started in July 2017, Atri Ganguly and Tejpal Singh Bagga now manage over 1000 clients, mostly retail.
    by Nishant Patnaik Nov 26, 2018
    Meet IFAs who have successfully conducted SIP drive
    Success stories of IFAs who have run SIP campaigns amidst difficult markets.
    by Shreeta Rege Nov 23, 2018
    Kolkata IFA Hitesh Jain activates 234 SIPs in a single day
    His firm Finomatic executed these SIPs through the NSE NMF II platform.
    by Shreeta Rege Nov 19, 2018
    How this IFA grew his SIP book from Rs. 2.50 lakh to Rs. 1 crore a month in five years
    Bengaluru IFA Deepesh Mehta shares his 100-month holding mantra with us.
    by Shreeta Rege Nov 15, 2018
    ‘Direct plans are the right things to do from clients’ perspective’
    Suresh Sadagopan shares his experience in shifting from recommending regular plans to direct plans.
    by Team Cafemutual Nov 12, 2018
    Ambala IFA initiates 132 SIPs in a single day
    The average ticket size was Rs.3757.
    by Dona Sara Jacob Nov 10, 2018
    How Kolkata CFP Asoke Roy activated 327 SIPs totaling Rs. 10.08 lakh in a single day
    Inspired by many IFAs running SIP marathons, Asoke decided to be the first IFA from West Bengal to hold a SIP marathon.
    by Shreeta Rege Nov 9, 2018
    This Dhanteras its not gold but SIP that is in demand
    IFAs run successful SIP drive on Dhanteras.
    by Shreeta Rege Nov 6, 2018
    Bengaluru IFA Sudhendra Rao on another SIP streak, creates 425 SIPs in a day
    Six months after his first SIP drive, Sudhendra and his team achieved another feat of 425 SIPs totalling Rs. 11 lakh in a single day and 703 SIPs in a week amounting Rs.19 lakh.
    by Shreeta Rege Oct 20, 2018
    Indore based brokerage firm enrols 11,111 SIPs in a single day
    Swastika Investmart has initiated these SIPs through BSE Star MF Platform.
    Posted on Oct 12, 2018
    How Indo Thai Securities registered a record 3,317 SIPs in a single day
    Close to 600 investors participated in the SIP drive, bringing the average number of SIPs per individual close to 5.5.
    by Shreeta Rege Sep 30, 2018
    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.