Free Videos

Watch short videos by Brijesh on specific topics related to clients, marketing, fund selection, growth targets, managing behavior, etc.

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Mock Exams

These exam will test your knowledge on various subjects and help you learn too.

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Tools

Tools and information you may need to run your business effectively.

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Stay Loyal to your Clients
25th Apr, 2019

Stay Loyal to your Clients

Most clients are extremely loyal to their advisors. All they expect is an honest advice and good ser ...

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Don't Hurry
2nd Feb, 2019

Don't Hurry

The budget has become routine for the markets. Like any other event. Don’t overemphasize it. D ...

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Advisory is becoming more challenging
22nd Jan, 2019

Advisory is becoming more challenging

Financial markets are dynamic. Things change over time. We used to consider mutual funds as very saf ...

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