Scheme To Solution

Scheme To Solution


Mutual Funds (MF) industry has witnessed tremendous growth. Assets Under Management (AUM) with MF has swollen to Rs.
41,52,714 Crores in April, 2023 as per AMFI reports. The value of new SIP per month has risen from Rs. 11,305 Cr. in December,
2021 to Rs. 13,573 Cr in December 2022.
Retail participants in our country have proven their power in spite of scarce financial literacy and rising per capita income.
Indian retail investors in MF are keen to invest, but they lack right advice. MF Schemes and their information is available in
Availability of Direct MF investment platforms and free flow of information about various MF schemes on social media have
accentuated the challenges for MF Distributors (MFDs).
Indian economy is at its cusp to break out for writing a growth history. Stock Market mirrors economy and provides direct route for
retail investors to participate in country’s economic growth.
The investors need Solution oriented advice. MFDs have GOLDEN OPPORTUNITY to be part of this India’s growth story.
MFDs with smarter approach need to add on to their current skill-set to address their investor problems and demonstrate ability to
add value to their potential and existing customers.

Our Five Modules under this series provides you this edge over others in industry

Batch Starting Date : 2nd July 2023 (Sunday)

Program Cost (limited time period offer) : INR 17700/-




Smart MFDs can remain relevant to their customers by adding value with Holistic Financial Planning, Goal based Investing, Risk Management, Financial Education and Awareness of investors.

By offering value-added services, smart MFDs can go beyond the transactional aspect of MF distribution. They
have opportunity to position themselves as trusted advisors who understand their clients’ financial needs and help
them navigate their investment journey effectively.

5 Modules under Scheme to Solution Program: (Schedule For New batch Starting from 3rd June 2023)

1. Time Value of Money Module
2. Personal Finance Planning Module
3. Investment Planning Module
4. Retirement Planning Module
5. Risk/Insurance Planning Module

Program Faculty:- CFPCM Vishal Ramkrishen: FPSB US certified CFP, Investment planning specialist, Retirement & Tax
planning specialist, Risk & Estate Planning Specialist, AMFI registered MFD PGDBA Finance from Symbiosis Pune and Mathematical
Science Graduate from Delhi University.
Having more than 16 years of experience in Financial Services in various roles of Training, Product Advisory & Sales with reputed
brands like ICICI Securities, India Info line, BLB Group, WNS Global & India bulls Securities.

Program Features:-

 Two hour online class on every Sunday
 Learning by doing approach (Weekly case study based assignments)
 Focus on “to the point” practical aspects
 Each Module will be covered in 4 weekend classes & 3 Assignments
 Scheduled on Sunday 1:00PM to 3.00PM
 Program Cost INR 15000+18% GST


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