200+ Crore AUM Age57 Mumbai's leading Mutual Fund Distributor. Why I chose to do CFP with KEYUR SHAH

KALYUG KA KRISHNA, Mumbai's Top Independent Financial Adviser having Rs 200+ Crore AUM, Age 54, Krishnan Ji, CERTIFIED FINANCIAL PLANNER delivered his excellent presentation in our 7th Learning Conference "A Journey from a RED Ocean to a BLUE Ocean on 8th June 2019, Mumbai.
Key Learning from his Video presentation
1. A Successful Journey from Part time LIC Agent to Full Time Independent CFP Practitioner having 20+ Staff and 2 offices.
2. Success Mantra "Jab Paisa Chahiye Tab Paisa Milega"
3. Helps clients to visualize their Dreams
4. Blue Ocean Strategies (Out of Box Thinking)
a) Sample Financial Plan
b) Accumulate Units to achieve your Goal.
c) FDs Vs. Debt funds
d) PPF - Tax free Pension Plan
e) Document Compiler Service
5. HNI / NRI Investors do not need financial planning but they need Portfolio Planning...Be a Portfolio Wellness Coach.
6. Trust / Estate Planning...to acquire new clients
7. ABC of Tax Working
7 in 1 Digital Practical #TRANSFORMATION Program by Mr. Keyur Shah, CFA, CFP, MBA has 25 years’ experience in Learning & Business Development and expertise in #PORTFOLIO Analysis / Construction / Rebalance, Investment Research / Analysis and #Goal based Financial Planning.
1) EMI2SIP - Debt Trap to Financial Freedom.
2) Retirement & Insurance Planning
3) Portfolio Planning based on CFA Level 1 Syllabus
4) Live Practical online CONTRA strategies based on Fundamental & Technical Analysis to earn 4% to 8% Alpha Vs NSE500 in 2 to 3 years.
5) Live Practical Portfolio Analysis / Construction / Rebalance workshop based on CFA level 2 & 3 syllabus - upto 2x Double Your HNI client conversation rate.
6) Comprehensive Goal based Financial Plan Construction - upto 2x Your SIP Book in 1 year.
7) Consultant CFO to SME Business owners
#Download the brochure for more detail
bit.ly/3JGYmAG
#WhatsApp 7in1 to 9167362201 for more detail

[@komalnagar6305]

Resp sir,very very informative speech, no doubt u r great catalyst for new MF distributor,proud and pride of Resp sir because u shared all for us , SALUTE U RESPECTED SIR

[@rupamnath3961]

Amazing Sir you are.. nice speech ❤

[@shriidharkulkarni6648]

Excellent video. Very helpful. Thanks for the upload.

[@akashbanikkolkata360]

how much commission you pay out to corporate ?

[@MrCany]

Hello sir i have a huge contact with mutual fund distributors so is there any possibilities that i can work in this company on profit share will sure bring lot of business..

[@KuberInvestments]

Please contact us!

[@atorbfire]

I am 32 years old and have been working as an engineer abroad since age 23. I have saved up a corpus of 1.5 crores now, frugally saved from my salary over the years.
I am now married (planning to have one kid) and wish to retire at this age and live frugally with this money by putting half the money as long-term compounding - 20 years FD @ 7% and the other half as long-term FD (also) 20 years @ 7% with monthly payout. I don’t have any loans or other dependents, own a house (not metro city) and a new car. Kindly advise me if this corpus would be enough for a family of three.

[@lintojohn7604]

Disclaimer : this is just a suggestion, consult a planner before making actual decision.
It depends on the country you live in, ie for taking eg India's inflation rate is around 5-7% annually.So the amt you have should grow at a min rate of 7% just to cover inflation.If you can manage to invest somewhere where you can get anything more than 7 would be absolutely amazing.
Explaining it in a simple manner ,the value 1.32 crore you have right now growing at the rate of 7%(just the inflation rate) is going to be equal in value having 1.32 now.So if you can grow anything more than 7% it will be equal to having something more than 1.32 now.
The basic motive of Investment is to beat 'inflation'

[@nikhilbhatia2706]

Hi Atorb,
Could you give more information? Like your monthly expenses, any big purchase you are planning to do and at what age, what is the purpose of that house etc. etc.