Success Stories

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

Meet this Jaipur MFD who conducted a women-oriented SIP drive

50 women investors participated in Mukesh Mathur's first ever SIP drive.

by Karishma Gagwani Nov 8, 2022

How these two MFDs built monthly SIP book of over Rs.1.50 crore

Amravati MFD Mahesh Gattani and Delhi MFD Santosh Mishra share with us their business mantras that helped them build strong monthly SIP book.

by Karishma Gagwani Nov 6, 2022

How these two MFDs did SIPs for over 350 clients during Diwali

Mumbai MFD Sanjay Gaggar and Jaipur MFD Vinod Kumar Maheshwari conducted successful SIP drives during Diwali.

by Karishma Gagwani Nov 4, 2022

How did these two Kutch MFDs conduct their first successful SIP drive?

Business partners Vimal Kharecha and Jignesh Chawda booked over 100 SIPs in a single day.

by Karishma Gagwani Oct 17, 2022

Meet the MFD who writes on rice grain, sesame seed and can write with both hands simultaneously

MFD Vipul Bhuva has got his name registered in the Limca Book of Records four times for his rare talents.

by Karishma Gagwani Oct 9, 2022

Prabhakar K Bembalgi starts his second innings at 69, becomes an MFD

Read on to know how mutual fund distribution helped Hubli MFD overcome all odds and start afresh.

by Karishma Gagwani Oct 4, 2022

Jaipur MFD sets up a charitable trust to support underprivileged girl students and women

MFD Rajesh Sodhani sets aside a total of Rs.11 lakh for education and marriage of underprivileged girl students and women.

by Karishma Gagwani Sep 21, 2022

Meet the two B30 MFDs who are SIP masters

Anand Zinzuvadia and Jayesh Pattani manage monthly SIP book of Rs.1 crore and Rs. 50 lakh, respectively.

by Karishma Gagwani Sep 19, 2022

Meet three MFDs who ran theme-based SIP drives

Atul Kumar Vijayvergiya, Brajesh Singh and Sudhanshu Mohapatra conducted successful SIP drives.

by Ayushi Gautam and Karishma Gagwani Sep 8, 2022

Meet this MFD couple who planted 75 saplings on 75th Independence Day

The couple Subhash Jain and Richa Jain contributed Rs.10,000 to plant these saplings.

by Ayushi Gautam Sep 8, 2022

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