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  • Success Stories

    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 YadavNov 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 YadavNov 26, 2010
    Educate investor about new IFA model
    by Ravi SamaladNov 24, 2010
    Prime Minister’s rozgar yojana spawns financial advisor
    Prime Minister’s rozgar yojana spawns financial advisor
    by Ravi SamaladNov 22, 2010
    Sumeet Vaid says he is living a dream selling financial advisory
    by Ravi SamaladNov 19, 2010
    Financial advisory journey began with the selling of 175 policies in a day
    by Rajendra Palande & Anju YadavNov 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 YadavNov 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
    “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 SamaladNov 30, -0001
    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 SamaladNov 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.