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Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016 series CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Bangalore dated 15th May 2016.
He mentioned that CFP certification converts IFA /Distributors from Agent to Financial Planner.
As a CFP one can provide quality advisory to clients and also demand fees from clients.
Key Learning from his presentation is below
1) Investment Returns Vs. Investor Returns
2) Wealth Destroyer Stocks Vs. Wealth Creator Stocks
3) Planning is Must
4) Importance of Financial Pyramid
5) Wealth Creation through various assets class
6) Equity has out perform in the long term Vs other assets class
7) Direct Equity Investments Vs. MF Investments
Be a Future Ready…Be a CERTIFIED
FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016.
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Investment subject to implementation of learning.
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73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 24th July 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 15-7-16.
OR
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Titolo originale
Buy Right...Sit Tight...Wealth Creation through Equity
Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy i…