Success Stories

This IFA was earlier an ISRO scientist

So impressed was Nisarg Gandhi with the performance of his MF portfolio that he turned an IFA himself to help others too benefit from mutual funds.

by Nishant PatnaikAug 30, 2016

Sanjay Khatri’s Krushna Finserv celebrates 22nd anniversary

Krushna Finserv LLP today has assets under advisory of Rs. 770 crore with over 10,000 live SIPs.

by Ravi SamaladAug 25, 2016

“People were shocked that I was talking about MFs and not insurance”

Recently bestowed with the Samman award at the 8th MFRT event in Jaipur, Srikanth Matrubai of SriKavi Wealth Advisors shares his journey in the financial advisory and what he learned from his experiences.

by Banali BanerjeeAug 18, 2016

A college principal in Ahmedabad manages 40 crore in MFs

An MF adviser with 40 crore AUA, Ankit is also a principal of a college in Ahmedabad. Read on to find out how he dons two hats and how he uses the power of storytelling to promote SIPs.

by Banali BanerjeeAug 4, 2016

4 friends leave their cushy jobs to become IFAs, build 250 crore AUA

Thanks to their unflinching effort, they have built an AUA of Rs. 250 crore in mutual funds and SIP book of Rs. 40 lakh per month.

by Banali BanerjeeJun 27, 2016

Startup IFA Satish Pandey builds 500 crore MF AUA in 2 years!

After giving away Rs. 250 crore assets under advisory (AUA ) to his partner, Satish built his business from scratch and today manages Rs. 1,000 crore across different products, including Rs. 500 crore in MFs and all this in just two years!

by Ravi SamaladMay 11, 2016

‘By disclosing our income we can create a strong bond with our clients’

Abhishek Sipani, Founder of Black Swan Wealth Managers LLP talks to Cafemutual about why he quit his job to start his advisory firm Black Swan which caters to CEOs and CFOs.

by Poonam Bansal & Ravi SamaladApr 20, 2016

Schedule of ICICI Pru 'Enrich' training programs

by Team Cafemutual Apr 14, 2016

What made them quit their profession to become IFAs

We profile and Prashant Popat (former dentist) and Sanjay Ladha (former garment merchant) to find out what prompted them to switch their professions.

by Banali BanerjeeMar 29, 2016

From a garments salesman to an IFA, Anup Bhaiya now manages 400 crore in MFs

Anup Bhaiya, Founder of Money Honey Financial Services shares his inspiring journey of how he built his business with MF AUM of Rs. 400 crore after coming to Mumbai with Rs. 900 in his pocket.

by Banali BanerjeeMar 17, 2016

Gujarat based IFA Ashish Shah lists his firm on NSE SME exchange

Founder of Wealth First Portfolio Managers Ltd, Ashish Shah is raising Rs. 8 crore by listing his company. He wants to invest a part of this proceeds to grow his MF distribution business further.

by Poonam BansalMar 11, 2016

‘We have the largest SIP book among IFAs in Tamil Nadu’

With a SIP book of Rs. 1.25 crore per month, D. Muthukrishnan, Founder of Wise Wealth Advisors claims to have the largest SIP book among IFAs in Tamil Nadu. Read on to find out how he quit his BPO job to become an ace financial planner.

by Banali BanerjeeFeb 19, 2016

‘From zero, my client reached a milestone of Rs.1 crore MF assets in just 2.5 years’

Saurabh Mittal, Founder of Circle Wealth Advisors, talks to Cafemutual about what inspired him to get into financial advisory and the role of an IFA in the life of a customer.

by Banali BanerjeeFeb 6, 2016

‘We acquired 500 clients in 40 cities in a year through digital marketing’

Rakesh Rathod, Founder of Fineapple Ideas believes that strong digital presence can help advisors grow their business. Read on to find out how he acquired 500 clients purely through digital marketing.

by Banali BanerjeeJan 8, 2016

‘Advisors should stop watching news because it is a distraction’

Abhenav Khettry, Director, Vyana Wealth got his ARN at the age of 19 and today has assets under advisory of Rs. 140 crore in mutual funds. Read on to find out his journey to success.

by Banali BanerjeeDec 23, 2015

POLL

MORE POLLS

How will the US tariffs impact the Indian economy over one year?

Indian economy will be negatively impacted

There will be little or no impact on Indian economy

Indian economy will be positively impacted

EVENTS