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Browsing Tag

MFDs

6 posts
PPersonal finance
Advice, trust and B30 markets to reshape financial distribution over the next decade
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Advice, trust and B30 markets to reshape financial distribution over the next decade

  • August 18, 2026
India’s financial distribution industry is likely to undergo a structural transformation over the next decade as execution becomes…
PPersonal finance
Here is how top MFDs build trust with HNI clients
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Here is how top MFDs build trust with HNI clients

  • July 7, 2026
High Net-Worth Individuals (HNIs) have become one of the most important client segments for mutual fund distributors (MFDs),…
PPersonal finance
Client conversations that work – selling SIFs without complexity
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Client conversations that work – selling SIFs without complexity

  • June 4, 2026
As conversations around Specialized Investment Funds (SIFs) gather momentum, MFDs/advisors are focusing on simplifying the category for clients.…
PPersonal finance
Client Associates hires Mayank Sharma as Head – Asset Allocation and Products
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Small habits, smart hacks: 10X growth playbook for MFDs

  • March 30, 2026
At the Cafemutual Ideas Fest 2026 held recently at Taj Santacruz, Nishant Patnaik, Associate Editor of Cafemutual, delivered…
PPersonal finance
Client Associates hires Mayank Sharma as Head – Asset Allocation and Products
Read More

Behaviour that separates top MFDs from the rest

  • March 23, 2026
At the Cafemutual Ideas Fest 2026, Prem Khatri, founder of Cafemutual, highlighted how small changes in behaviour can…
PPersonal finance
Client Associates hires Mayank Sharma as Head – Asset Allocation and Products
Read More

Simple tips to transition from MF distribution to wealth management set up

  • August 30, 2025
As investor needs evolve and competition intensifies, MFDs are increasingly finding that a pure distribution model may not…
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