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Video Gallery

 

Must Watch Video for Every CFP Aspirant by Mr. Keyur Shah,

India’s Best Expert Coach (Fast Track CFP)

 

 

 

Must Watch Video for Every Equity Investor : QGLP

by Mr. Shailesh Agrawal, Regional Head – S & D,

AP – T, Motilal Oswal AMC

 

 

 

Must Watch Video to achieve 100+ Cr AUM

by Mr. Keyur Shah, CFP

 

 

 

Dr L. Ravindran, CFP, Ph. D, Founder Managing Director & CEO,

Wealth Max Enterprises P. Ltd., Bangalore

 

 

 

” A” Grade CFP : Must Watch Video for every CFP Aspirant

Mr. Prashant Chitnis, AGM , State Bank of India, On Deputation:

Chief Risk Officer, SBI Cap Securities Ltd. Mumbai

 

 

 

Mohish Damani, Sr. CFP practitioner & IFA shared his Success Story

 

 

 

Buy Right…Sit Tight…Wealth Creation through Equity by

Mr. Vikas Agrawal, Zonal Head, South,

Motilal Oswal AMC, Bangalore

 

 

 

PSU Engineer to CFP Practitioner by Mr. Anil Mutalik,

Aged 50+, resident of Dombivali, took a VRS from MTNL

 

 

 

“Be a Financial Coach to your Clients” Must Watch Video

by Mr. P Srinivasan, CFP, RIA, Sr. Ex- Banker, Founder,

Ace Financial Advisories, Banglaore

 

 

 

Must Watch Video for Every Fresher Commerce Graduate by

Ms. Vidhi Shukla, Sr. Financial Planner,

Azuke Personal Finance Advisory, Mumbai

 

 

 

Must Watch Video for every IFA Independent Financial Adviser

by Mr. Santosh Manjrekar, CFP, Sr. IFA, Mumbai

 

 

 

Mr. Ravi Kumar, CFP, Sr. IFA, Gaining Ground, Bangalore

 

 

 

Avoid Mistakes to be a Successful Investor by Mr. Amey Vaze,

Sr. Engineer, Reliance Industries Ltd., Navi Mumbai

 

 

 

Housewife to CFP Practitioner by Mrs. Kavita Chhabria, Mumbai

 

 

 

 

Keyur Shah's Welcome Speech in our 2nd Learning Conference

" A Journey from Agent to Financial Planner" on 13th Sept. 15

@ Motilal Oswal Tower, Mumbai.

 

 

Mr. Aashish Somaiyaa, MD & CEO,

Motilal Oswal AMC, Mumbai

     
     
 

 

Mr. Paresh Shah, Sr. IFA, Mumbai

 

 

 

Mr. Sandeep bhai Gandhi, Sr. IFA, Rajkot

 

     
     
 

 

Mr. Mukesh Chothani

ACTOR SE PLANNER TAK KA SAFAR

 

 

Mr. Pushkar Chug, Sr. VP-Knowledge Management,

FPSB India, Mumbai

     
     
 

 

Mr. Gopal Agrawal, CA, CS, Chief Internal Business Officer,

WNS Global Services (Why Professionals need Financial Planner)

 

 

India needs Money Management by Mr. Hitesh Mali,

Sr. leading Strategic Business consultant, Vadodara

     
     
 

 

FCA Avinash Podar CFP :

Benefits of being CFP to Practicing CAs

 

 

Must watch Video for every

Private Bank- Relationship Manager

     
     
 

 

Must Watch Video for every

WEALTH Manager by Mr. Dilip Shenoy

 

 

Must Watch Video for every

Life Insurance Agent

     
     
 

 

Mr. Parshva Shah, India's Youngest IFA-CFP,

Mumbai of CFP Aspirant Club

 

 

Tejas Shah, Sr. LIC / GIC

Adviser Mumbai

     
     
 

 

"Must Watch Video for every LIC Agent"

by Mr. Bahaar Anerao, Chief LIC Agent

 

 

Push Goals…Pull Products by

Mr. Sanjay Dubey, Sr. BM, Aviva Life, Mumbai

     
     
 

 

Why Professional needs Financial Planner

by Mr. NS Kishore Kumar

 

 

Must Watch Video for every aspiring Independent

Financial Adviser by Chethan S. Sr. IFA & CFP

     
     
 

 

Watch New Sample Videos: Logical & Magical

"5 Steps Process"

 

 

Mr. Vishwanath Narayanan, Mumbai's Leading Independent

Financial Adviser shared his Success Story.

     
     
 

 

"A" Grade in CFP Exam 5 (Final) by

Jay Joshi Mumbai

 

 

Mr. A S Shankarnarayan, Sr. Professional working in

a leading IT MNC as a General Manager .

     
     
 

 

Panel Discussion on 11th January Conference

(Goal based Financial Planning by HoDs of

AMC & Wealth Management Cos).

 

 

Mr. Jagdish Chaudhari, An International Speaker

from Australia, CFP (Australia and India),

     
     
 

 

Family Office by Abhishek Khudania

(VP-Client Associates)

 

 

"A Journey from 80 Lakh to 26 Crore" in 3 years

by Mr. Ramesh Hegde

     
     
 

 

Rajendra Kalur's Video on 11th January Conference

Conference

 

 

Mr. Aashish Somaiyaa, MD & CEO of Motilal Oswal

MF AMC delivered the best presentation.

     
     
 

 

My Personal Journey from College Student to

Professional (CFP Certificant) Ms. Aishwarya Surana,

 

Ms. Charmi Shah, Young CFP Practitioner

     
     
 

 

Ms. Rupali Rane's Speech on 11th January

Conference

 

 

11th January Conference :Keyur Shah's

Inaugural Speech

     
     
 
The Secret of Success of our Participants: 5 Step Process  

 

Video Testimonial of Dr. Nirakar Pradhan, CIO of

Future Generali about Video Learning Kit

     
     
 

Video Testimonial of Mr. Rushabh Shah, Final

CA Student, Mumbai about our Video Learning Kit

 

Video Testimonial of Mrs. Sangeeta Nair, FCA, Mumbai

about our Fast Track CFP Training Workshop.

     
     
 

 

High Quality Training helps Fresher to get 1st better

job in corporate world- 119th Success Story Ms. Nidhi.

  What is CFP Part 1
     
     
 
What is CFP Part 2   What is CFP Part 3
     
     
 
What is CFP Part 4  

"A" Grade in CFP certification by Mr. Arjun,

BFSI Professional, Mumbai

     
 

Must watch Video for every Private Banker ( Mr. Prashant

Nambiar, Sr.Branch Manager, HDFC Bank.)

  Ali Ishaan, Young BFSI Professional got his Dream job post CFP.
     
 
CFP in Regular Pathway with help of Video Learning Kit  

185th Success Story, Mr. Mahesh Kumar, Sr. Manager,

working with a leading NGO in Mumbai.

     
 
FCA Dhawal Chotai, Sr. Professional, Mumbai  

Mahadevan got his DREAM post CFP Training with Mr. Keyur Shah

with Mr. Keyur Shah

     
 

Mr. Nilesh Sathe LIC MF CEO delivered presentation

on 11th January conference

 

Sai Krishna, CFP, Young practicing Financial Planner,

Hyderabad working with RoBo advisory firm.

     
   

Nitiin Sawant, FEE based Financial Planner,

Vita, Sangli, MH