Happy to share the feedback of one of Participant Mr. Chethan, Shimoga, Karnataka, Independent Financial Adviser (IFA) & CFP Aspirant who attended our 11th January conference A Journey from CFP Aspirant to CFP Practitioner : an Opportunities & Challenges in 2015 in Motilal Oswal Tower, Mumbai. Chethan S Fri, Jan 16, 2015 at 6:15 PM To: keyur shah Dear Sir, Firstly thank you for inviting me for a such an wonderful and mind opening conference. I personally enjoyed each and every minute of it,it was very informative for an CFP aspirant like us. and in fact well arranged Thanks Again for you and your team. Sir, and also like you share with you that recently I had closed a MF ticket size of 50 lakhs (equity) and reached a milestone of 7 crore AUM. I thank you for this, all these happened by your guidance.Once I started my journey with you, I started using Financial Calculator as an tool to guide my clients/customers , where my clients / customers are getting impressed and my business conversion ratio had been increased. This is why, now today I am here with 7 crore AUM. Thanks lot sir. I know i had not completed my CFP yet but for sure I will be soon. Thanks Chethan Suryanarayana 9845265906
Posted on: Sat, 17 Jan 2015 07:14:11 +0000
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