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Posted on : Wednesday, 20 June, 2018  02:55
Location : mumbai kandiwali west xth centreal mall mahavir nager, Delhi, Delhi
Start Date: 2018-01-07
End Date: 0000-00-00
Phone Number# : 9167362201

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.


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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.

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