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  • Success Stories

    Here is how you can help clients with a special needs child
    Jitendra P. Solanki has written a book titled Financial Planning for Families having Children with Special Needs to help you advise such clients.
    by Team Cafemutual Apr 13, 2018
    Air Force veteran becomes a SIP hero
    Prakash Hegde initiated 301 perpetual SIPs in a single day.
    by Shreeta Rege Apr 11, 2018
    How BO Dammani built an AUM of Rs.90 crore
    Dammani is a classic example of how making your passion a profession can lead to great success.
    by Kanika Bhargav Apr 7, 2018
    A social media group on Telegram to answer IFA queries
    It’s All About Money, a social media group started by Ahmedabad IFA Milind Shah, claims to resolve issues related to your business.
    by Kanika Bhargav Apr 2, 2018
    Amravati based distributor pulls off another feat, initiates SIPs worth Rs.14 lakh in a single day
    Mahesh Gattani, the man who activated 500 equity SIPs in a single day last September, has initiated 95 SIPs amounting to Rs.14 lakh in a single day.
    by Nishant Patnaik Mar 9, 2018
    Lessons in wealth and health from the ICU: Book review
    The book uses medical analogies to make readers understand the fundamentals of money and investments.
    by kanika bhargav Mar 6, 2018
    ‘Dhan ki Baat by Gaurav Mashruwala’
    The Mumbai based advisor of A Cutting Edge will appear on a Hindi digital platform to resolve queries related to personal finance.
    by Kanika Bhargav Feb 22, 2018
    Another IFA on SIP marathon
    Sudhendra Lakshmana Rao initiated 262 SIPs in a single day.
    by Team Cafemutual Feb 14, 2018
    400 HNIs attend this global investors conference
    Suresh Prabhu, Union Minister of Commerce and Industry addressed the audience through webinar.
    by Team Cafemutual Jan 20, 2018
    ‘Life has taught me to never give up’
    Cancer could not deter Mumbai-based Rajinder Pal Singh Anand from leading a successful life.
    by Team Cafemutual Jan 1, 2018
    Surat based advisors Keyur Mehta and Krunal Mehta to hold an event for HNIs
    Over 500 HNIs are expected to attend this event on January 6, 2018.
    by Team Cafemutual Dec 22, 2017
    Overcoming challenges: When life gives lemons, make lemonade: Sachin Kharate
    I wanted to commit suicide, Sachin Kharate.
    by Nishant Patnaik Dec 19, 2017
    Even cerebral palsy could not stop Amit Thakker from becoming a successful IFA
    Financial advisory has helped a differently abled person lead an independent life.
    by Team Cafemutual Dec 2, 2017
    Overcoming challenges: How Gaurav Mashruwala defeated cancer
    I cried when I thought I had to leave behind my family, says Mumbai-based Gaurav Mashruwala.
    by Team Cafemutual Nov 20, 2017
    How D.Muthukrishnan and Mahesh Mirpuri gained over 10,000 followers on Twitter
    The story behind how these two IFAs came to rule the world of tweets.
    by Daya Ragunathan Nov 18, 2017