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  • Success Stories

    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
    The mantra is financial literacy
    Mukesh Dedhia CA, CFP, LUTCF - Director, Ghalla & Bhansali Securities advocates passionately the cause of financial literacy, Advisor Corner
    by Team Cafemutual Oct 26, 2010
    Portfolio churning by his bank turned him into a financial adviser
    Amit Kukreja of WealthBeing Advisors is among the new breed of fee-only advisors.
    by Ravi Samalad Nov 30, -0001
    “My women clients even ask me if they can afford to have a second child!”
    Kiran left her cushy job at a bank to pursue her dreams. She is happy today that she enjoys the trust and confidence of her clients.
    by Ravi Samalad Nov 30, -0001
    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.