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IMP Communication to CFP Aspirants

Posted by on Oct 5, 2016 in Keyur shah | 0 comments

IMP Communication to CFP Aspirants Pls read it thoroughly before you contact me…Expectations settings from my side to avoid future conflict…Once you paid the FEE..It is understood that you have accepted conditions / guidelines. 1. Our Relationship will be Guru / Coach & Aspirant / Student (not a buyer – Seller)…I wil help you to become Personal Finance Domain expert (True Financial Planner) and passing exams will be byproducts provided your follow my guidelines in spirit. 2. Min 20 hrs / week Time...

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7 Success stories of November 2015

Posted by on Dec 10, 2015 in Keyur shah | 0 comments

7 Success stories of November 2015

Happy to share 7 Success Stories of November 2015…Eight participants had appeared in CFP exam 5 /Final in November month and out of 7 participants have successfully passed @ 1st attempt (our Success ratio 87.5% Vs others 1st attempt only 33%) 216th Success Story: Mr. Gopal Agrawal, Chief Internal Business Officer, WNS Global Services P. Ltd, MNC IT outsourcing company, Mumbai enrolled in our 59th batch in April 2015 (gkmittal@hotmail.com) and successfully completed his CFP certification in challenge/ Fast Track pathway @ 1st attempt on...

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“A Journey from Agent to Financial Planner”

Posted by on Aug 6, 2015 in Keyur shah | 0 comments

“A Journey from Agent to Financial Planner”

“A Journey from Agent to Financial Planner” 1 day Learning Conference Learn from 21+ high quality speakers who have successfully achieved journey from Agent to Financial Planner…who struggled and earned their clients Trust, Respect and Happiness…Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving better conversion rate, higher Ticket Size, bigger AUM and also charge fees to clients in the long run. Date: 13th September 2015, Sunday, 9am to 6pm Venue: 7th Floor, Motilal Oswal...

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Next Satyam?

Posted by on Aug 6, 2015 in Keyur shah | 0 comments

Next Satyam?

Next Satyam? RIL has already Rs. 1,00,000+ Crore ( Rs. One Lakh Crore) surplus but the Dividend payout to net profit ratio is one of lowest in NIFTY stocks just average 12% to shareholders in last 5 years. Then why to take debt when RIL has to park excess cash to Banks/MF/Investments. Even international debt may available at lower interest rate but have currency  depreciation risk…Average cost of debt will be min. 7 to 10%. Most of new business launched by RIL failed to take off and making huge losses & cost of Antilia and...

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Think differently to be a Successful Retail Investor:

Posted by on Jul 30, 2015 in Keyur shah | 0 comments

Think differently to be a Successful Retail Investor:

Better option to stay in Rental apartment vs. Buy it. 1) Rental max. 3% pa vs paying interest min 10% pa. on asset value in Metro cities. (Eg. 1 Cr. property Max. Annual Rent Rs. 3L Vs. Min. Interest 10L.) 2) Saving on huge buying expense. (Approx 10% of asset eg. on 1 cr property approx 10L buying cost) 3) Easy to move another location due to better infrastructure or job/business requirements. 4) One can enjoy better facilities, infrastructure and life styles without tension of paying huge EMIs. (On 1 Cr loan, EMI will be 96502 {20 year...

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Share Market Experts are not God…

Posted by on Apr 9, 2015 in Keyur shah | 0 comments

Share Market Experts are not God… I remember that in Mid 2011, I attended one seminar organized by Divya bhaskar in Ahmedabad. 1st session was conducted by one of leading CFP from Mumbai on Financial Planning but people felt it dry…few Questions…Next session was conducted by one of leading Share expert from Mumbai and Excitement begun…He shared about one of stock I can remember was Sterlite Technologies…He suggested to buy for 1 years to 3 years horizon based on fundamental and future business...

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Today, Everyone will share message that if you had invested Rs. 100 in 1980 in BSE Sensex

Posted by on Apr 4, 2015 in Keyur shah | 0 comments

Today, Everyone will share message that if you had invested Rs. 100 in 1980 in BSE Sensex…Today Rs. 100 worth of 27000 means 17% CAGR return produced on your investments…But Most of us does not know bitter truth that 29 out 30 companies in 1980 Sensex are not part of 2015 sensex…means if you had bought 1 share of each company in 1980 Sensex…chances that you found that 25 companies delisted and balance 5 shares value produce less that 6% CAGR which is less than Bank FDs or PPF.   In last 35...

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Don’t be “April fool” for a Life

Posted by on Apr 1, 2015 in Keyur shah | 0 comments

Science (Statistics) already proved that 80%+ consumer (Family) spends money or Invests based on Emotion not on Logic Eg. Buying a Mobile phone or CAR to showcase the lifestyle but not based on needs or utilities.  Family's Lifestyle expenses drain the surplus or sometime convert in debt ridden which leads to stress in relationships. Family continued the same mistake at the time of investments or so called Tax / Financial Planning…Buying an Investments on Emotion not based on Logic…Today, the biggest risk, Family...

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CFP Classes in Mumbai

Posted by on Mar 27, 2015 in Keyur shah | 0 comments

CFP Classes in Mumbai Dear CFP Aspirant, We are happy to announce our Comprehensive & Fast Track CFP Preparation Training workshop (Weekend & 4 full day) Batches schedule from April'15 to May’15 Comprehensive Weekend & Fast Track Batches : Xth Central Mall, Mahavir Nagar, Kandivali (West) 57th Batch (Weekend)- April-May15 (Sat.-Sun)- 4pm to 9pm-60 hrs training- Starting from 4th April'15 58th Batch (Saturday)- April to June'15 (Every Saturday)- 9am to 2pm-60 hrs training- Starting from 18th...

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CFP Course Duration

Posted by on Mar 27, 2015 in Keyur shah | 0 comments

CFP Course duration As we know that it is a distance learning professional certification and exams are conducted every day basis so theoritically one can complete all 5 exams in week time but reality is different…Exams are really difficult and without proper knowledge & skill sets its impossible to pass the exams. So, It is advisable that you as CFP aspirant has to identify right Expert Coach or Trainer Or Classes who have track record of quality teaching leads to quality results. As a Challenge pathway or Fast Track aspirant,...

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