Key Learnings from Mr. Vikas Agrawal's presentation are as below
1) Investment Returns Vs. Investor Returns
2) Wealth Destroyer Stocks Vs. Wealth Creator Stocks
3) Planning is Must
4) Importance of Financial Pyramid
5) Wealth Creation through various assets class
6) Equity has out perform in the long term Vs other assets class
7) Direct Equity Investments Vs. MF Investments
Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore
delivered an excellent presentation on " Wealth Creation through
Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016
series CFP Learning Conference " Logical & Magical 5 Steps to achieve
100+ Cr AUM" in Bangalore dated 15th May 2016.
He mentioned that CFP certification converts IFA /Distributors from
â€œAgent to Financial Plannerâ€. As a CFP, You can provide quality
advisory to clients and also demand fees from clients.
Be a Future Readyâ€¦Be a CERTIFIED
FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec
Double your Client Acquisition, Client Advisory and Client Retention
Skillsâ€¦Minimum 100% return pa on Investment subject to implementation
Classroom: FEE 45k...pay in 3 monthly installments of 15k
73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm-
75 hrs training- Starting from 24th July 2016 @ Kandivali W...Last 1
seat left...Net FEE 45k...pay in 3 monthly installments of 15k till
Last 1 Seat Left in July Batch of CFP Video Learning Kit:
In last 3 years, 71+ participants have already successfully completed
their CFP certification in Regular pathway or Challenge Pathway with
good grades @ 1st attempt.
Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly
instalments of 13k till 15-7-16
Pls visit our website to Read /Speak 251+ Success stories before
joining with me and post feel free to call.