Surat based advisors Keyur Mehta and Krunal Mehta to hold an event for HNIs
Over 500 HNIs are expected to attend this event on January 6, 2018.
by Team Cafemutual Dec 21, 2017
How D.Muthukrishnan and Mahesh Mirpuri gained over 10,000 followers on Twitter
The story behind how these two IFAs came to rule the world of tweets.
by Daya Ragunathan Nov 17, 2017
The story of my book
Find out the story behind how and why these financial experts wrote books.
by Daya Ragunathan Nov 3, 2017
This Siliguri-based trio has mastered the art of conducting IAPs
The trio got 1200 people at their recently held IAP.
by Nishant Patnaik Oct 23, 2017
Stuck in something, here is the group of 3,400 advisors to help you out
MFD Universe, a social media group on Telegram app (a messenger app somewhat like WhatsApp) encourages IFA to share their experiences and success stories.
by Nishant Patnaik Oct 15, 2017
Yours Financially: A fiction on personal finance with a filmy tadka
Mumbai-based RIA Kalpesh Ashar of Full Circle Financial Planners and Advisors uses Bollywood like storytelling to share the lessons he learnt across market cycles in his book.
by Nishant Patnaik Oct 10, 2017
IIT graduates leave cushy jobs to build an online MF distribution platform
Read on to find out how Gaurav Perti and Pawan Kumar leveraged content marketing to get 1500 registrations on their distribution platform in just a year.
by Padmaja Choudhury Sep 11, 2017
Harnessing the potential of co-working
Mumbai-based Prasad Shetty and Gaurav Karnik complement each other potential to grow their advisory business.
by Padmaja Choudhury Aug 31, 2017
'Hybrid model is the way forward’
Dinesh Rohira, founder of 5nance.com, believes that India needs 66 lakh distributors for 1.30 billion people, considering each advisor caters to 200 clients. This is where online distribution comes in handy.
by Nishant Patnaik Jul 23, 2017