Pre-Made Sales Presenters

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Pre - Made 6 Rules of Smart Investors

This is a multi purpose Financial Planning / Investor Awareness Program (IAP) presentation. You can use this presentation for new as well as existing clients. It will greatly help you explain the concept of financial planning and why mutual funds are one of the best investment products. The neatly designed presentation will improve your branding too. It includes explainer text for each slide for better pitch infront of client. A must for every IFA.


Pre - Made Goal Based Planning Presentation

This presentation will help IFAs convince their clients to do goal based investing. This professionally designed presentation will help IFAs get more investments in mutual funds, specially via SIPs & STPs. Using this presentation will give IFAs a professional look. Along with the presentation, IFAs will also get an explanation PDF on 'How to use different slides in the presentation'. A well designed GOAL BASED CALCULTOR (in excel) will also be provided separately along with this presentation which IFAs can use to create customised solutions for clients.


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