Must Watch Video for Every Wealth Manager by Mr. Dilip Shenoy (Ex. Sr. Banker turned in to IFA), MBA, Pursing his CFP certification having 15+ years of experience in Core Banking & wealth Management profile with Indian Pvt. & MNCs Bank.
He started his career with HSBC Bank as a Relationship Manager in 2003 and in his last job profile he was with ICICI Bank Private Wealth Management division as an Investment Specialist (Supports role to Team of Relationship Managers) in Thane region.
He delivered one of the best presentation on “PUSH GOALS…PULL PRODUCTS” in our 2nd Learning Conference “ A Journey from Agent to Financial Planner” dated 13th September 2015 @ Motilal Oswal Tower, Mumbai.
Key learning from his Presentation is as below.
# Traditional Wealth Management
# Understand Client Psyche
# Constantly evolve yourself & your client
# Six Steps of Financial Planning process
# 6/9/12/15 Principles
# Interest rate is function of Inflation (Govt. gives interest rate is compensation to inflation)
# Pull FDs…Promote debt funds for 3 to 5 years horizons…Will provide better tax adjusted return.
Pls Invest min 5 hrs to 7 hrs and call Monday to Friday 4pm or 8pm if any queries 9167362201 / 8169969026
Must watch video for CFP Aspirant
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80th Batch 17 Weekends- June 17 to September 17 Every Sunday – 9am to 2pm- 85 hrs training- Starting 11th June @ Kandivali W…FEE 75k..pay in 5 Monthly instalments of 15k
Last 1 Seat Left in June 17 Batch of CFP Video Learning Kit.
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KEYUR SHAH, CFP^CM A Grade, BE, MBA,
India’s Best Expert Coach Fast Track CFP-The CFP Aspirant Club INDIA, Mumbai.
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