CFP INSTITUTE DELHI

Post# A577576 · Delhi, India · Posted by: keyurcfp

Aashish P Sommaiyaa Sir, CEO & MD, Motial Oswal AMC, #India's #Best #Equity #Expert delivered an excellent presentation in our 6th CFP (CERTIFIED FINANCIAL PLANNER) Learning Conference " A Journey from a #Financial #Planner to #Portfolio #Manager to achieve Rs. 100+ Crore MF AUM on 17th June 2018 Sunday 9am to 7pm at Motilal Oswal Tower, Mumbai.

120+ Participants have listened & learn from his Out of Box & an Innovative Practical discussion followed by Q&A.

We thank Aashish Sir, Akhil ji & entire Motilal Oswal AMC Team for supporting & promoting "Goal based Financial Planning & Asset Allocation - Portfolio Mgmt" Concepts among IFAs, RM / WMs, CFP & Aspiring IFA / RM / WM / CFP.

Key #Learning from his #Presentation are as below




  1. Nature of Equity Market is to #SURPRISE every one.

  2. Educate your clients about SIP benefit of #DOWNSIDE Averaging in the long term.

  3. Global Investors want to invest in India.


  4. Educate clients to start SIPs as per #Goals...Today, 50%+ clients have average ticket size per sip Rs. 2,000...It's shows that they are #TRYING not investing as per Goals.

  5. Expected Future Nominal Return in Equity is expected to be around 12% in the long term.


  6. Misleading Representation of Under performing funds in short term by Media.


  7. Avoid watching Market Every day.


  8. Asset Allocation must be as per client's Goals not based on AMCs advice / feedback. (#Never #Listen AMCs about Asset Allocation)


  9. Fund Categorization is Right Decision in the long term.


  10. Your Client is #Important not a Fund.

  11. Your Investor must allocate in #International Equity as part of Diversification.



We will upload his Video soon.

Hi MFFPWC CFP Aspirant Mukesh Jha,

Pls Invest 5 to 7 hrs on below links and call tomorrow 5pm or 6pm if any queries on 9167362201 or 8169969026

India's Best Global Portfolio Planning, Wealth Mgmt & Financial Planning certificate: MFFPWC - CFP : India's Best Family Financial & Portfolio Wellness Coaching certificate* by India's Best Expert Coach (Family Financial Planning) Mr. Keyur Shah.

https://youtu.be/RB8HWwcTSi0

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Must watch video4 CFP Aspirant

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Watch 131+ Success stories Videos

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OR

9 Key Features of MFFPWC - CFP 2018 - 2019 VIDEO LEARNING KIT.

Already 131+ participants have successfully completed their CFP certification with help of Video Learning Kit.

Pls visit below link4 more detail.

http://www.thecfpaspirantclubindia.com/about-video-learning-kit/

Last 1 Seat left in July 2018 batch...Fee 60k...payable in 2 monthly instalments of 30k.

Pls Visit website to Read/ Speak 300+ Success Stories

http://www.thecfpaspirantclubindia.com/287-success-stories/

Note:

I charge Rs.1000/- (INR One Thousand only) to provide one to one telephonic or personal meeting guidance for 1 hr to solve your queries or provide guidance.*

If you enroll with me, above fee will be deducted from your coaching fee.

If interested pls reply YES.

MFFPWC - CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHATERED FINANCIAL ANALYST (#CFA) USA course.



I am happy to share that below participants have successfully progressed in CFA course post CFP with me.


  1. Ankita Surana, Completed L1 in June 2017, Guwahati.

  2. Aishwarya Surana, Completed L2 in June 2017, Guwahati.

  3. Jay Joshi, L2 in June 2017, Mumbai.

  4. Ali Ishaan, L2 in June 2016, Gurgoan.

  5. Adwait Pawaskar, L1 Aspirant June 2018, Mumbai.



CFA (CHARTERED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis. The Beauty of this certification is the one exam across Globe..so you are qualified to work across Globe as Investment Professional.

https://www.cfainstitute.org/programs/cfaprogram/exams/Pages/exam_topic_area_weights.aspx

World's top 10 paying jobs in 2018

https://www.cnbc.com/2017/12/28/the-jobs-with-the-biggest-annual-cash-bonuses.html

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