India needs Money Management by Mr. Hitesh Mali, Sr. leading Strategic Business consultant with various leading corporate delivered one of the best presentation in our 2nd learning conference " A Journey from Agent to Financial Planner" on 13th Sept 2015 @ Motilal Oswal Tower, Mumbai.
Key learning from his presentations are as below.
1 Unlimited Opportunities as a Financial Planner
2 Role of Financial Planner
3 India needs Money Management
# Various Assets class
1 FDs / Insurance / PPF
2 Equity / MF
3 Real Estate
# India is going through socioeconomic changes and Future India will be driven by
1 Youth Power 2 Women Power 3 Rural Power
# Basic Expense Vs. Life Style Expense
# If you have only investments in Gold / FDs / Insurance then you will be able to manage your basic needs but if you want to have life style expense than one should have exposure to invest in Equity / MF / Real Estate to produce Post tax positive inflation adjusted returns.
# One should speak only one language which is the "Business Language"
# Today, most of IFAs /Financial Planner have Collective / Fixed / Defensive mindset...They must come out and develop Productive and RICH mindset.
# Avoid negative news and share on positive news among clients
# One should focus on NEXT practice Vs. BEST Practice to grow as a financial planner.
# Adviser / Planner must be Future Ready...They should build knowledge bank and preferable to complete CFP (CERTIFIED FINANCIAL PLANNER) certification to provide NEXT level financial advisory to their clients.
Mr. Hitesh Mali's presentation was rated in top 3 presentations by 100+ participants in feedback forms.
Wants to be a CERTIFIED FINANCIAL PLANNER (CFP) certificant / Practitioner...Pls visit our website
72nd Batch (14 Weekends)- June to Sept 2016 (Every Sunday)- 3:30pm to 8:30pm-70 hrs training- Starting from 5th June 2016 @ Kandivali W...Last 1 seat left
Last 1 Seat Left in June Batch of CFP Video Learning Kit:
We are happy to launch “Video Learning Kit (2016 Version) of “Comprehensive FAST TRACK CFP” for Regular Pathway CFP Aspirants who may not able to attended the our Weekend or FAST TRACK CFP Training workshop due to time constraint or like to purse CFP at their own pace or living out of Mumbai.
In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Contents of Video Learning Kit :
Regular / Challenge pathway Aspirant: Rs. 40k (Forty Thousand Only)..An option to pay in 2 equal monthly instalments of 20k till 31-5-16
Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call.
9167362201 / 9930751709 / 7678063281
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai.
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Keyur Shah CFP or CFP Aspirant Club
and post feel free to call or write.
9930751709 / 9167362201