200+ Crore AUM Age57 Mumbai's leading Mutual Fund Distributor. Why I chose to do CFP with KEYUR SHAH

Описание: KALYUG KA KRISHNA, Mumbai's Top Independent Financial Adviser having Rs 200+ Crore AUM, Age 54, Krishnan Ji, CERTIFIED FINANCIAL PLANNER delivered his excellent presentation in our 7th Learning Conference "A Journey from a RED Ocean to a BLUE Ocean on 8th June 2019, Mumbai.

Key Learning from his Video presentation

1. A Successful Journey from Part time LIC Agent to Full Time Independent CFP Practitioner having 20+ Staff and 2 offices.

2. Success Mantra "Jab Paisa Chahiye Tab Paisa Milega"

3. Helps clients to visualize their Dreams

4. Blue Ocean Strategies (Out of Box Thinking)
a) Sample Financial Plan
b) Accumulate Units to achieve your Goal.
c) FDs Vs. Debt funds
d) PPF - Tax free Pension Plan
e) Document Compiler Service

5. HNI / NRI Investors do not need financial planning but they need Portfolio Planning...Be a Portfolio Wellness Coach.

6. Trust / Estate Planning...to acquire new clients

7. ABC of Tax Working

7 in 1 Digital Practical #TRANSFORMATION Program by Mr. Keyur Shah, CFA, CFP, MBA has 25 years’ experience in Learning & Business Development and expertise in #PORTFOLIO Analysis / Construction / Rebalance, Investment Research / Analysis and #Goal based Financial Planning.

1) EMI2SIP - Debt Trap to Financial Freedom.

2) Retirement & Insurance Planning

3) Portfolio Planning based on CFA Level 1 Syllabus

4) Live Practical online CONTRA strategies based on Fundamental & Technical Analysis to earn 4% to 8% Alpha Vs NSE500 in 2 to 3 years.

5) Live Practical Portfolio Analysis / Construction / Rebalance workshop based on CFA level 2 & 3 syllabus - upto 2x Double Your HNI client conversation rate.

6) Comprehensive Goal based Financial Plan Construction - upto 2x Your SIP Book in 1 year.

7) Consultant CFO to SME Business owners

#Download the brochure for more detail

https://bit.ly/3JGYmAG

#WhatsApp 7in1 to 9167362201 for more detail