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  • Success Stories

    Meet IFAs who have successfully conducted SIP drive
    Success stories of IFAs who have run SIP campaigns amidst difficult markets.
    by Shreeta RegeNov 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 RegeNov 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 RegeNov 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 JacobNov 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 RegeNov 9, 2018
    This Dhanteras its not gold but SIP that is in demand
    IFAs run successful SIP drive on Dhanteras.
    by Shreeta RegeNov 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 RegeOct 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 RegeSep 30, 2018
    How Rajkot IFA Ravi Kalariya built a monthly SIP book of Rs.1.60 crore
    Ravi uses analogies from cricket to explain the concept of goal based investing.
    by Shreeta RegeSep 3, 2018
    How Arihant Capital initiated 6000 SIPs in a day
    BSE StAR MF has termed this drive as ‘SIP Storm’ in Indian mutual funds industry.
    by Nishant PatnaikAug 22, 2018
    How Rajkot IFA Sandeep Gandhi convinces small business owners to invest in MFs
    Rajkot IFA Sandeep Gandhi of Megafina has built a successful business around small business owners. Talking to Cafemutual, Gandhi shares his experience dealing with this segment who prefer investing in their own business.
    by Shreeta RegeAug 1, 2018
    Meet the advisor who has raised Rs.3 crore through angel funding
    Anurag Garg, founder and CEO of Nivesh.com and Providential Advisory Services talks about developing a simple platform for investors and advisors.
    by Shreeta RegeJul 30, 2018
    ‘Investment Art or Science is a book that resolves multiple financial queries’
    Pune based advisor Sunil Kapadia gives a glimpse of fundamentals of financial markets through his newly launched book.
    by Riya LakhmaniJul 27, 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.