A Jounery from 1 Cr to 50 Cr MF AUM in 3 years
Mr. Sundeep Singhal, Sr. CERTIFIED FINANCIAL PLANNER Practitioner (2013), Sr. Independent Financial Advisor having 16 + years of experience of Advisory & distribution, Delhi has successfully achieved Rs. 50+ CR in MF AUM in 3 years and having Rs. 50 lakh Monthly MF SIP.
He has delivered an excellent presentation in our 2016 series 3rd CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" on 18th Sept 2016 in association with Motilal Oswal AMC.
Key Learning from his presentation is below
1) Achieving 100 Cr must be by product...CFP certification is primary requirement to acquire desired knowledge & domain
expertise in personal finance.
2) We have to be Doctor... 1st Diagnose...2nd prescribe medicines.
3) Role of Architect...why we are paying to him
4) Professional has relevant qualifications / certifications
5) Concept & Benefits of Internship / Articleship
6) Red ocean and blue ocean theory
7) Create new market
Click below link to watch Video
https://youtu.be/t_ZuTzrGAiA
Click below link to download / view presentation
http://www.slideshare.net/KeyurShahCFPCMAIndia/final-100-crore
He enrolled in our Video Learning Kit (5th April’13) & successfully passed his CFP Exam 5/Final @ 1st Attempt on dated 22nd April’13.
SUNDEEP SINGHAL-DELHI PASS MY CFP FINAL IN FIRST ATTEMPT
Sundeep Singhal <singhal_sundeep@yahoo.com> Wed, May 22, 2013 at 4:11 PM
To: keyur.shah1975@gmail.com
Dear Keyur Shah sir
ALL CREDIT GOES TO YOU IN CLEARING MY FINAL EXAM IN SUCH A SHORT DURATION OF TIME .. I AM
LUCKY THAT I FIND A GOOD TEACHER LIKE YOU AND
YOUR GUIDANCE AND CORRECT METHOD HELP
ME IN CRACKING THE EXAM..
MY TARGET WAS TO CLEAR IT WITH 'A' GRADE AS MY CONCEPT WAS CLEAR .
FINAL MODULE NEED A GOOD PRACTICE BUT I ALREADY BOOKED MY EXAM DATE BEFORE MEETING
WITH YOU I GOT LESS PRACTICE TIME …. BUT ANYWAY
I CLEARED IT IN FIRST ATTEMPT AND I
REQUEST YOU SIR THAT WHENEVER YOU COME TO DELHI YOU HAVE TO COME TO MY OFFICE OR I
WILL COME TO MEET YOU …
Rgds
SUNDEEP SINGHAL(CFP)
M/S SECURE LIFE
226,Ring road mall, manglam palace, Sector-3, Rohini, Delhi-110085
ph-09810093263,47073939.
www.securelifess.com
Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by July 2017.
Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning.
Classroom: Last 3 Seats left
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OR
Last 1 Seat Left in November 16 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.
Regular / Challenge pathway Aspirant: Rs. 45k..pay in 3 monthly instalments of 15k
Pls visit our website to Read /Speak 261+ Success stories before joining with me and post feel free to call.
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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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