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

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