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Video Gallery


Must Watch Video for Every IFA / MFD / RM / WM /

Insurance Agent / CFP Aspirant Software Engineer

to Financial Planner – Mr. Ankit Savla Lawyer
to MFD / IFA – Mrs. Isha Ankit Savla




Ms. Nupur daughter of Mr. Vibhash Desai, Leading Sr. IFA,

VND Wealth Managers P. Ltd., Mumbai having Rs. 250+ Cr MF & PMS AUM delivered an

excellent presentation in our 6th Learning Conference




Welcome Speech by Mr. Keyur Shah

in 6th CFP Learning Conference on

17th June 2018 in Motilal Oswal Tower, Mumbai




Aashish P Sommaiyaa, CEO, Motial Oswal AMC,

India's Best Equity Expert delivered an excellent presentation in our

6th CFP Learning Conference




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




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




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




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