Post# A579550 · Kochi, India · Posted by: keyurcfp

Must #Watch #Video

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.

Must Watch Video

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Preview YouTube video Aashish Sommaiyaa, CEO, Motilal Oswal AMC, India's Best Equity Expert

Preview YouTube video India's Best Global Portfolio Planning, Wealth Mgmt & Financial Planning Certification


In those days every student wants to get good marks in exam. So every student takes the coaching for extra preparation for exam. Those students looking for best coaching institute

Coaching Institutes in Delhi

Globally recognized Finance course for fresher Graduate to get the double salary ( CFP + Graduate Vs. Graduate) Ms. Swati Sethi, CFP, CFA L2 Aspirant, MBA delivered an exce


" Now, I am confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years." Mr. Vinod Benade, Sr. IFA, Mumbai successfully completed his CERTIFIED FINANCIAL PLANNER


#I #Learned the #Best $Approach: 1st time Client Meeting Now, I am #Confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years. Mr. Vinod Benade, Sr. IFA, Mumbai success


#High #Quality #Practical #Training leads to #Domain #Expertise & become #Clients Ready / #Employer Ready / #Future Ready...Passing exams are byproducts. 3 participants have

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