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  • Success Stories

    Financial crisis spawns a financial advisor
    The financial crisis made Neeraj Bahal of Fasttrack Investments change his focus from ‘returns’ to financial planning, Distributor Corner
    by Ravi Samalad Mar 7, 2011
    Skills upgrade made practice boom
    Jayant Vidwans sold company fixed deposits as a teenager and has now grown into a full-fledged financial planner, Distributor Corner
    by Ravi Samalad Feb 25, 2011
    Here’s another banker who turns IFA
    Damania gave up career in banks to become an IFA. In 10 months, his income is 60% of his last six digit salary, Distributors Corner
    by Rajendra Palande Jan 21, 2011
    Medicine is my profession, financial planning is my passion
    There are IFAs who have served in the army. Rarer is a full-fledged medical doctor who is an IFA. But rarest is the doctor who was in the army and is now an IFA. Meet Dr. (Col.) Kamal K Goel, Executive Director, Unique Health & Wealth Consultants Pvt. Ltd. Delhi, Distributor Corner
    by Team Cafemutual Jan 20, 2011
    100% referral conversion key to success
    Like many advisors, Vivek Rege, Managing Director of V R Wealth Advisors, started his career in financial services selling life insurance policies. He is today a successful financial planner serving 250 affluent families, Distributors Corner
    by Ravi Samalad Jan 18, 2011
    Engineer for 15 yrs becomes an IFA
    Suri Setu Ram turned a financial advisor after one-and-a-half decade of successful career as an engineer, Distributors Corner
    by Ravi Samalad Jan 17, 2011
    Email powers start-up IFA
    Kunal Doshi was relatively new to this city but he fruitfully built an advisory business using the power of email, Distributors Corner
    by Rajendra Palande Jan 17, 2011
    CNBC, UTI MF honour financial advisors
    CNBC TV18 and UTI Mutual Fund honoured best financial advisors at the fourth edition of the ‘Financial Advisor Awards 2010, Distributors Corner
    by Team Cafemutual Dec 10, 2010
    Trust makes advisory business flourish
    Vinod Jain, the king of SIPs, embraced technology solutions in 2005 helping him increase his client base phenomenally, Distributors Corner
    by Anju Yadav Nov 29, 2010
    Rustagi wants to fill the void
    Hemant Rustagi has Rs 450 crore of assets under advisory from 8,000 clients, Distributors Corner
    by Anju Yadav Nov 26, 2010
    Educate investor about new IFA model
    by Ravi Samalad Nov 24, 2010
    Prime Minister’s rozgar yojana spawns financial advisor
    Prime Minister’s rozgar yojana spawns financial advisor
    by Ravi Samalad Nov 22, 2010
    Sumeet Vaid says he is living a dream selling financial advisory
    by Ravi Samalad Nov 19, 2010
    Financial advisory journey began with the selling of 175 policies in a day
    by Rajendra Palande & Anju Yadav Nov 16, 2010
    Advisor's success is a by-product of customers’ success
    Nikhil Naik, a Mumbai-based financial advisor, has built assets under advisory of Rs 300 crore from a client base of 9,000 on the principle of providing a financial solution, Advisor Corner
    by Anju Yadav Nov 9, 2010
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.