Success Stories

5000 clients but still hungry for more!

Meet the second generation IFA Azeem Jagani who is taking his family business forward.

by Nishant Patnaik & Shreeta RegeJul 16, 2018

How this Class 1 officer turned IFA initiated 741 SIPs in a day with his wife

Surprisingly, the duo executed most of these SIPs in the offline mode.

by Shreeta RegeJul 5, 2018

Meet Milind and Sangeeta, the power couple who built Rs.200 crore AUM

How Milind who was a civil engineer and Sangeeta who was running a stock broking business came together to create a successful advisory practice.

by Nishant Patnaik & Riya LakhmaniJun 26, 2018

Meet Ankit and Gopinath who initiated 651 and 322 SIPs in a single day

While Ahmedabad-based Ankit Chopra & family initiated 651 SIPs in a day through BSE Star MF, Bengaluru’s C.J. Gopinath along with his partner Jayesh Doshi activated 322 SIPs over two days using NSE NMF II.

by Nishant Patnaik & Riya LakhmaniJun 14, 2018

How can you enable your advisory business to outlive you

What will happen to your business when you retire or die? Let us see how J.K. Nagpal of Ghaziabad resolved this question.

by Shreeta RegeMay 15, 2018

The journey of an IFA who built a monthly SIP book of Rs.1 crore

This advisor has proved that every small investment counts.

by Shreeta RegeMay 11, 2018

Meet Ajay Jain who built SIP book of Rs.60 lakh per month in Jabalpur

Find out how Ajay Jain built AUM of Rs.69 crore.

by Riya Lakhmani and Nishant Patnaik May 7, 2018

‘Though I cannot see, I make my clients visualise their goals’

Piyush Rakhecha did not let visual impairment hold him back from following his passion. Read to find out how he built an AUM of Rs.5.75 crore in just 16 months.

by Kanika Bhargava and Nishant PatnaikApr 24, 2018

From Rs.15 crore to Rs.125 crore in just two years

Jaipur-based Rajesh Sodhani shares how IAPs and meeting new people helped him acquire 4,500 clients.

by Kanika Bhargav and Nishant PatnaikApr 20, 2018

The whole thing is that ki bhaiya sabse bada rupaiya

That’s the title of Amit Trivedi’s latest book. It uses Bollywood dialogues, stories and songs to make readers understand the fundamentals of money and investments.

by Kanika BhargavApr 17, 2018

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