Mr. Vishwanath Narayanan, A Successful Journey from MFD to CFP to SEBI RIA firm, Blue Ocean, Mumbai

Описание: 177th Success Story:

Mr. Vishwanath Narayanan, One of Mumbai's leading Sr. Financial Adviser & Planner, Enrolled in Video Learning Kit & Classroom and successfully passed CFP Exam 5 /Final @ 1st attempt with a "B" Grade dated 22-01-15

[email protected] Vishwanath Narayanan Sun, Feb 1, 2015 at 12:17 PM

Dear Keyur,

"Most of us think the CFP is a cake walk. It is and it is not. It is not if you are not prepared and it is if you are.”

Like we believe people’s financial lives have a better chance of success if they have a sensible plan & stick to one, likewise a serious CFP aspirant’s chance of clearing the exam is brighter if there is a planned approach to clearing the exam. And who better to help you with the plan than Keyur Shah?

Keyur is one of the sharpest financial planning minds I have come across. He breaks down complex situations into numerous simpler pieces which then enable the CFP aspirant to solve the questions successfully.

If one follows the processes & methods advised by Keyur diligently, one can not just clear the exam, but also have a methodical approach to solving real life numerical too. That’s been my experience.

I would highly recommend Keyur Shah’s coaching to any CFP Aspirant".

Thank you,

Warm Regards,

N.Vishwanath
http://www.blueoceanfinancial.in/

#EMI2SIP

#Debt_Trap to #Financial_Freedom

#Whatsapp_EMI2SIP on 9167362201 / 9930751709 more Detail

Be a #Long_Term #Successful #Mutual_Fund_Distributor / #Relationship_Manager:

#Happy2Launch #Batch_3 - Practical Technical & Soft skills #EMI2SIP Learning Workshop starting 7th March (Mon to Fri) - 7pm to 8pm - 3 weeks

#Learn2Plan Your #GROWTH_ZONE with Keyur Shah's Digital Practical Live Interactive Online EMI2SIP Learning Workshop.

Mr. KEYUR SHAH has successfully conducted 1st batch "#EMI2SIP: TRANSFORM Your clients from a living on #EMIs to #SIPs"...Leads up to 2x Your Client’s #Conversion_Rate & #3x_SIP Book Size in 3 years.

Debt Trap to Financial Freedom: TRANSFORM Your clients from a living on EMIs to SIPs

#Download_Brochure for more detail

https://bit.ly/3BgEGO1

9 Participants (MFDs / RMs ) attended our Digital Practical Live Online Interactive #EMI2SIP Learning workshop from 17th Jan to 28th January 2022.

#Watch_Success_Story_Video:

Young Mutual Funds Distributor (MFD) #Amit_Mishra, Jabalpur, MP

   • EMI2SIP Batch 1 Success Story: Young Mutua...  


EMI2SIP: Batch 1 Participants (MFD / RM) Key Learning & Benefits


   • EMI2SIP: Batch 1 Participant's (MFD / RM) ...  


Key Benefits (MFDs / RMs)

1) Learn #GOAL based Financial Planning (How to calculate Inflation adjusted Children’s Higher education, Retirement & Vacation Corpus and SIP required to achieve the GOALS)

2) How to educate your clients to #avoid_investments_mistakes eg Real Estate & Direct Equity (Learn key differences of Direct Equity Vs Equity MF and Real Estate Vs Equity MF)

3) Learn to select #Good_Quality Mutual funds schemes (Equity & Debt) – #Core & Non Core MFs

4) Plan to achieve monthly MF SIP Book Size Rs 25 lakh / 50 lakh in 3 / 5 Years.

5) Educate your clients how to “#Moderate Life Styles Expenses / Impulsive Shopping” leads to avg Rs 5,000 to Rs 10,000 pm savings. (Needs Vs Wants)

6) Learn to #Reduce_EMIs…Reduce Debt…Plan to Achieve freedom from paying Loan EMIs in a 3 to 5 years.

7) Prepare #Cashflow statements (Income, Expenses & budget) to optimize savings.

8) Learn to Save avg 30% of take-home annual income.

9) You do NOT NEED a Big Car / Dream House to LIVE a Happy, Healthy, Wealthy & Joyful Life

Know your MENTOR: Mr. Keyur Shah, An Honest, Independent, Qualified & Experienced Professional Financial & Portfolio WELLNESS Coach, Age 46, Engineer, MBA, CHARTED FINANCIAL ANALYST LEVEL 3 (Final exam) Candidate Aug 2022, CFA Institute, USA, CERTIFIED FINANCIAL PLANNER, FPSB USA having 10+ Years’ experience in a Personal & Business Financial and Portfolio Wellness Coaching.

https://bit.ly/3rFT3a7

Whatsapp EMI2SIP on 9167362201 / 9930751709 to enroll in Paid Personalized Guidance Session – FEE Rs 1000 for 30 minutes discussion (Note: Above FEE will be deducted from your Coaching Fee)