Grow your AUM 3x
Get Noticed by HNI
Leave a Legacy
Powerful Coaching and Customized Sales & Marketing Funnels to help you grow faster
Get the right insights to
grow 3x faster
with
Sales and Investments
Growth Coaching
The Sales and Investments Growth Coaching holds your hands and provides you strategic Coaching to help you scale your MF Distribution & Wealth Advisory business by giving you the right tools, knowledge, and personalized coaching. You don’t have to do it alone!
700 learners
700 learners
700 learners
700 learners
700 learners
Success Stories
How does Sales & Investments Growth Coaching
How does Sales & Investments Growth Coaching
Navigating the unique challenges of the MFD and wealth advisory business in today’s dynamic environment can make it difficult to connect with your ideal clients. If traditional marketing techniques are falling short and discussions about product performance are not enough, you’ve come to the right place. A refined strategy is essential. We collaborate with you on key areas to accelerate your growth, identify and rectify errors early, and provide strategic coaching to develop a tailored approach that works for you
- Build Expertise
- Improve your value proposal
- Get personalized Funnels that work
- Uncover the right strategies to attract HNI clients
Strategic Coaching
to meet your goals
Gain actionable insights faster
- Master the 3 dominos of Business: Sales, Value Proposal and Expertise to grow your AUM
- Approach and connect with High Net-worth Individuals with Confidence
- Personalized support.
6 Powerful Funnels
to supercharge your business
We will customise and design your funnels
- Networking & Referrals
- Personalised Digital Experience
- Educational Workshop
- Event-Driven
- Digital Engagement
- High-Value Client Acquisition
The Process
Coachee Profile
- Private Bankers (10%)
- Mutual Fund Distributors (40%)
- Registered Investment Advisors (30%)
- Aspirants (10%)
About the Mentor
Frequently Asked Questions
Duration & Fees
Duration
2 months Strategic Coaching & Training
+
2 months Support
Fees
₹20,000 + GST
