PORTFOLIO PLAN Vs. FINANCIAL PLAN by Ankit Savla, Independent MFFPWC - CFP Practitioner, Mumbai

Mr. Ankit Savla, Independent MFFPWC - CFP Practitioner, Mumbai attended our Batch 4 "Be a HNI / NRI Investor's Family PORTFOLIO PLANNER based on CFA Level 1 Syllabus on 10th to 12th July, Xth Central Mall, Kandivali W, Mumbai.

Key Learning from his Video Presentation as below

1) #PORTFOLIO #PLAN Vs. FINANCIAL PLAN

2) Portfolio Planning & Management Process (TTLLU & W/A to decide RR)

3) Principle of Convergence

4) Value Multi-Cap Advisory

Be a #HNI / NRI Investor Family #PORTFOLIO #PLANNER based on CFA Level 1 Syllabus. -

Video Learning Kit

OR

Classroom Batch 5 (Last 1 seat left)

Date / Time: 23rd to 25th Sept, Mon to Wed, 9am to 6pm

FEE 25K, Batch Size: 05

#HNI / #NRI #Portfolio #Planning & #Management #Process

Watch Video





#Limited Period #Upgrade #Offer till 30th Dec 2019

A Participant can join our flagship Certification MFFPWC - CFP Classroom or Video Learning Kit by paying only difference amount means above fee deducted from applicable fee. Eg. Fee 116k - 25k = 91k or 92k - 25k = 67k

#Partnership #Opportunity:

You can Partner with Mr. Keyur Shah to provide HNI / NRI Investor Family PORTFOLIO PLANNING & Business Financial Planning to SME.

Watch Ankit Savla 2019 / 2018 Learning Conference Videos

1) At Young Age 29, Ankit Savla Achieved #Financial #Freedom which motivated him to leave the #RAT #RACE on 12th April 2019 (He was a Sr. Software Engineer with a US MNC Majesco) & became full time Independent #CERTIFIED #FINANCIAL #PLANNER practitioner.

#How?

Must watch Video



Pls Contact Co-Mentor Ankit Savla if any queries
+919821357929

2. Software Engineer to FINANCIAL PLANNER - Mr. Ankit Savla, Former Software Engineer to Independent Financial adviser.



Watch 131+ Success stories Videos

www.youtube.com/KeyurShahCFP

1. #Welcome #Speech by Mr. Keyur Shah in 7th Learning Conference *"A Journey from #RED #Ocean to #BLUE #Ocean" on 8th June 2019, Mumbai.



2. Be a Future Ready...Be a Client Ready...Be a Family Financial & Portfolio Wellness Coach to your Investors Family.

Must Watch Video



3. "Importance of #Logical #Career #Selection in an Early age by Students"
Mr. Shrey Tanna, CFP, Age 19, CFA Aspirant, Co - Mentor & Trainee Financial Planner with Mr. Keyur Shah

Must Watch Video



Pls contact Co-Mentor Shrey if any queries

+919426765008

1. MFFPWC - CFP DoubleSure Classroom Training.

Last 1 Seat left in 88th Double Sure Classroom Batch - Aug 19 to Dec 19 Every Sat - 9am to 2pm Starting 17th Aug @ Kandivali W...FEE 116k...payable in 4 monthly installments of 29k.



OR

2. #VIDEO #LEARNING #KIT.

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

Last 1 seat left in Aug batch...Fee 92k...payable in 4 monthly instalments of 23k.



Pls Visit website to Read/ Speak 321+ Success Stories



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

The Beauty of this certification is the one exam across Globe so you are qualified to work across Globe as an Investment Professional.

DOUBLE UR PRODUCTIVITY LEARNING CERTIFICATION WORKSHOPS

1) Be a #Retirement #COACH of Your Client's Family with India's Best Coach

3 Days (21 Hrs) Practical Learning workshop to construct Handwritten Comprehensive Retirement Plan of your Investors Family with Pen - Paper & CASIO FC 200V Calculator. (Based on MFFPWC - CFP Syllabus)

Ignoring it…means inviting PERIL (Why Retirement Planning is MUST?)

Must Watch Video



Video Learning Kit

OR

Classroom : Last 1 Seat left in BATCH 6 Dates / Time: 27th to 29th Sept, Fri to Sun 9am to 6pm (Batch Size: 05)

FEE 25k.



2) Be a #Consultant - #CFO of Business / SME (BUSINESS FINANCIAL PLANNING) - Batch 3

Key Benefits : Watch Video



Pls visit below link for more detail



Batch Size: 05 (Last 1 seat left)

FEE:25k

Dates: 28th to 30th Aug, Wed to Fri, 9am to 6pm

Pls send whatsapp message ADD on 9167362201 to receive regular updates or if any queries.

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