IFA Coaching

Personalised Masterstroke Coaching by Brijesh

Take your business to the next level. Get  one to one personal coaching from Brijesh.

What is covered

  • Identifying the strength & weakness of IFA/MFD
  • Analyzing current business model and recommendations
  • Key strategies to grow business
  • How to manage clients effectively
  • How to manage time effectively
  • Revenue Model
  • The Right Fee Model (for RIAs)
  • Regular reporting & follow-up

Coaching Fee

  • Rs.45,000/- or 0.01% of AUM (whichever is higher. See eg. below)
  • If your AUM is Rs.30 Crore, fee will be Rs.45,000/-.
  • If your AUM if Rs.65 Crores, fee will be Rs.65,000/-

Duration

12 months

Renewal Fee – Annual (Optional)

Rs.25,000/- or 0.005% of AUM (which ever is higher)

IFA CoachingFAQs
  • What will be the mode of communication?

    "Mostly, it will be through telephonic discussions, email and messaging, video calls. If you come to Kolkata, personal meetings will be arranged."

  • Can I terminate the coaching in between?

    "Yes. You can. If the terminations happens within 3 months, 50% of the pro rata fee of the remaining period will be refunded. After 3 months, no refunds would be given."

  • Can Brijesh terminate the coaching in between?

    "Yes. In this case, full pro-rata fee of the remaining period will be refunded."

  • Is there any limitation on telecon??

    "No. You can talk to Brijesh any no. of times. Telecons will be pre-fixed."

  • Do I need to share my client's detail and information?

    "No."

  • Is this program suitable for IFAs in small city also?

    "Yes. This program is suitable for all categories of IFAs/financial planners (big or small) and all cities, across India."

  • Is this program related only to mutual funds?

    "This program is primarily based on IFA, not products, though mutual funds will form a substantial part of it."

Yes, I am interested
MasterstrokeTestimonial by Users

© Copyright 2019 @ Brijesh Dalmia. All Rights Reserved.

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