CFP VIDEO LEARNING KIT KOCHI

#Comprehensive #Financial #Plan of Mr. Jayesh Matani, Sr. Principal Engineer, MNC, Mumbai is prepared by Mr. Keyur Shah & presented to him.

#Key #Learning from #Client - #Planner #Meeting

1. He is a Salaried but not doing SIP because the FEAR of an unexpected Emergencies...I have suggested to set up the LAS A/C to take care of contingencies & invest Rs. 25k per month in SIP to achieve the Medium & Long term Goals.

2. He is inspired to earn an extra income to fund the Goals SIPs.

3. Right now, He is predominately investing only in Direct Equity...After meeting, He motivated to do 80% Investments in Mutual Funds instead of direct equity.

#Must #Watch #Video

https://youtu.be/gazK9dVXykg

Hi MFFPWC CFP Aspirant,

I charge Rs.2000/- (INR Two thousand only) to provide one to one telephonic guidance for 1 hr to solve your queries or provide guidance.

Note: If you enroll with me, above fee will be deducted from your coaching fee.

If interested pls reply YES so i can share bank detail & will decide Next Week Monday 10am slot for telephonic discussion.

Pls Invest 5 to 7 hrs and call M/W/F/Sunday 5pm or 6pm if any queries on 9167362201 or 8169969026

#India's #Best #Global #Portfolio #Planning, #Wealth #Mgmt & #Financial #Planning #certificate by #India's #Best #CFP #Coach Mr. Keyur Shah

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https://youtu.be/RB8HWwcTSi0

Must watch video4 CFP Aspirant*

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#MFFPWC CFP certification with Mr. Keyur Shah builds the Strong Foundation to pursue world's best & most difficult PORTFOLIO & FUND MANAGER COURSE - CHARTED 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.
2. Aishwarya Surana, Completed L2 in June 2017, Guwahati.
3. Jay Joshi, L2 in June 2017, Mumbai.
4. Ali Ishaan, L2 in June 2016, Gurgoan.
5. Adwait Pawaskar, L1 Aspirant June 2018, Mumbai.

*CFA ( CHARTED FINANCIAL ANALYST) USA is the world's best & highest certification in Portfolio Management, Fund Management, Research & Analysis.*

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

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gram/exams/Pages/exam_topic_area_weights.aspx

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