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  • Success Stories

    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
    An IAP with over 900 investor registrations
    Jaipur based IFA Rajesh Kumar Sodhani is holding an investor awareness program titled ‘Niveshak Darbaar’ on November 11.
    by Nishant Patnaik Nov 10, 2017
    The story of my book
    Find out the story behind how and why these financial experts wrote books.
    by Daya Ragunathan Nov 4, 2017
    This Siliguri-based trio has mastered the art of conducting IAPs
    The trio got 1200 people at their recently held IAP.
    by Nishant Patnaik Oct 24, 2017
    Another Amravati based IFA strikes it big this Dhanteras
    Rajesh Sharma has Initiated 111 SIPs in a single day.
    by Nishant Patnaik Oct 18, 2017
    Stuck in something, here is the group of 3,400 advisors to help you out
    MFD Universe, a social media group on Telegram app (a messenger app somewhat like WhatsApp) encourages IFA to share their experiences and success stories.
    by Nishant Patnaik Oct 16, 2017
    Yours Financially: A fiction on personal finance with a filmy tadka
    Mumbai-based RIA Kalpesh Ashar of Full Circle Financial Planners and Advisors uses Bollywood like storytelling to share the lessons he learnt across market cycles in his book.
    by Nishant Patnaik Oct 11, 2017
    Meet Amravati-based MF distributor who activated 500 equity SIPs in a single day
    The average ticket size of SIP is Rs.2,500 per month per folio with a minimum time horizon of five years.
    by Nishant Patnaik Sep 26, 2017
    IIT graduates leave cushy jobs to build an online MF distribution platform
    Read on to find out how Gaurav Perti and Pawan Kumar leveraged content marketing to get 1500 registrations on their distribution platform in just a year.
    by Padmaja Choudhury Sep 12, 2017
    Harnessing the potential of co-working
    Mumbai-based Prasad Shetty and Gaurav Karnik complement each other potential to grow their advisory business.
    by Padmaja Choudhury Sep 1, 2017
    'Hybrid model is the way forward’
    Dinesh Rohira, founder of 5nance.com, believes that India needs 66 lakh distributors for 1.30 billion people, considering each advisor caters to 200 clients. This is where online distribution comes in handy.
    by Nishant Patnaik Jul 24, 2017
    The Rocket Singhs of financial advisory
    Here is the interesting story of four friends who come together to float a financial advisory business in Bhilai.
    by Daya Ragunathan Jun 2, 2017