Success Stories

Mysore MFD VR Aiyappan releases a book on retirement

Through this book, the B30 MFD aims to simplify the concept of retirement planning for investors.

by Karishma Gagwani Mar 14, 2023

Patna MFD scores big, registers over 1100 SIPs in a single day

Harsh Shekhar recently conducted a SIP drive and booked 1,125 SIPs of over Rs. 11 lakh for 450-plus investors.

by Karishma Gagwani Feb 9, 2023

This Nashik MFD collects e-waste to make India free from digital pollution

Rupali Kulkarni of SWS Financial Solutions participated in an e-waste collection drive.

by Nishant Patnaik Jan 30, 2023

This MFD takes ‘Mutual Fund Sahi Hai’ campaign to 20,000 feet in the Himalayas

Shimla MFD Vikrant Katoch of RupeeXpress hoisted a flag carrying a message ‘Mutual Funds Sahi Hai’.

by Nishant Patnaik Jan 23, 2023

How this small town MFD overcame severe challenges to make it big

From running a ‘mobile shop’ to being a successful MFD, Amit Srivastava bravely fought ankylosing spondylitis, an inflammatory disease to set up a thriving distribution business.

by Karishma Gagwani Jan 9, 2023

How this Patna MFD built monthly SIP book of Rs. 1 crore

Navin Patel manages assets of over Rs.160 crore for over 1000 active clients.

by Karishma Gagwani Jan 3, 2023

Anand MFD uses these 3 simple yet powerful lines to build monthly SIP book of Rs. 1.77 crore

MFD Mukesh Patel shares how simplicity makes SIP investing easy and boosts business growth.

by Karishma Gagwani Dec 23, 2022

IIM Shillong appoints this MFD as the member of review committee

MFD Vijaye Bawri has been appointed as a member of IIM Shillong Independent Agency.

by Karishma Gagwani Dec 20, 2022

Meet this MFD family who built a monthly SIP book of over Rs. 1 crore in a B30 location

The family of four from Kutch, Gujarat has also built an AUM size of over Rs. 200 crore.

by Team Cafemutual Dec 6, 2022

Pune MFD receives award from a journalist association for spreading investor awareness

Sandeep Bhushetty participated as the guest editor of a weekly Marathi magazine.

by Nishant Patnaik Dec 5, 2022

Noida MFD writes a poem for women investors

Titled ‘गुल्लक का एक सिक्का’, Akta Sehgal’s poem inspires women to make financial decisions and look at return-generating instruments like mutual funds.

by Team Cafemutual Nov 17, 2022