3 Lakh to 40+ Lakh MF Monthly SIP Book in 2 years. (Part 1)
Mr. Tejas Shah, Sr. Insurance Adviser, Mumbai, COT (USA), Corporate Club member of LIC of India,enrolled in our 62nd batch July 2015 and successfully completed his CFP certification in January 2016 in Challenge pathway.
Key Learning from his Video
Happiness + Knowledge / Skill + Hard work = Success
CFP certification with Keyur Shah Sir gave me required Technical Knowledge & Skills to provide quality Financial Planning to my customers which helped me in new client acquisition, Better Advisory to existing Clients which leads to best retention of my clients.
Products to Financial Planning
Better Qualitative discussion with clients
CFP certification helped me to Build Mutual Funds AUM / SIP Book Size from Rs. 3 Cr / 3 Lakh (2015) to Rs. 20+ Cr (AUM) / Rs. 40+ lakh (SIP book Size) in 2 years.
Happy to share 222nd Success Story
tejas shah <[email protected]> Fri, Jan 15, 2016 at 6:37 PM
To: Keyur Shah Cfp <[email protected]>
I would like my express my sincere gratitude to Keyur sir for guiding me and preparing me for the CFP exams which helped me to clear the exams. My experience at Keyur sir's CFP training workshop was very informative.
I had expected a long dreadful course with difficult exam instead, in-depth clarity of concept given and a personal instructor who designed the course in fabulous manner and the study material provided which was exhaustive, helpful and sufficient made it interesting and entertaining that we could sit in the classroom for 6hrs at a stretch the level of question material so high that i found it easy to appear for the exams.
The post training support was excellent. i had called & met sir several times and every time you helped me to clear my doubts both on phone itself and by mailing the solution.
I would recommend all the CFP aspirant to join keyur shah CFP training workshop.
Tejas Shah| Principal|
TejDhaval Financial Services
Member Million Dollar Round Table (USA), Cii Award (UK), IRDA, AMFI, COT (USA), Corporate Club.
Email : firstname.lastname@example.org
TejDhaval Financial Services
3 Moreshwar Dham, Near Mother's Bakery, Liberty Garden Extn. Road No.3Malad (West) Mumbai – 400064 India
Phone : 91-22-28819899 / 98
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