Mr. Manu Sreenivasan, CFP, BE, MBA, CFA, Managing Director, Wektra Family Office, Hyderabad delivered an excellent presentation in our 2016 series 1st CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" on 15th May 2016 in association with Motilal Oswal AMC @ Bangalore.
Key Learning from his presentation as below:
# My Journey (1994 to 2016) : IPO Investor to CFP Practitioner
# Family Office? What? Why?
# Benefits of Family Office
# Client Acquisition, Client Advisory & Client Retention
# Ways to charges FEE
Click to watch / download Video
https://youtu.be/vFsTkquZOGA
Your Professional Career as a Personal Banker / Relationship Manager / Wealth Advisor / Insurance or MF Agent is INCOMPLETE without CFP certification.
To help you to COMPLETE your LONG pending GOAL of CFP certification in 2017...Join our Class room Training or Video Learning Kit.
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah.
Double your Client Acquisition skills, TRIPPLE Client Advisory skills and Multiply your Client Retention Skill.
Learn Logical n Magical Steps to achieve 100+ cr AUM
Be a Employer Ready...Double your Salary and Salary Growth. (Graduate Vs. Grad + CFP)
Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: Last 1 Seat left
77th Batch 16 Weekends- FEB 17 to June 17 Every Sunday- 9am to 2pm- 80 hrs training- Starting 12th Feb @ Kandivali W...FEE
60k..pay in 4 Monthly instalments of 15k
OR
Last 1 Seat Left in FEB 17 Batch of CFP Video Learning Kit
In last 3 years, 81+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt.
FEE 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read / Speak / watch VIDEO of 271+ Success stories before joining with me and post feel free to call.
To subscribe our Youtube channel
Pls click below link (91+ Videos)
https://www.youtube.com/user/KeyurShahCFP
91 67 36 22 01 / 70 21 56 21 91 / 99 30 75 17 09
KEYUR SHAH, CFP^CM A Grade, BE, MBA,
India's Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai.
FPSB India CERTIFIED Trainer & Resource Person Education Partner
www.TheCFPaspirantClubIndia.com
Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai
Stay Updated…Like our FB page
https://www.facebook.com/TheCfpAspirantClubindia