Ten focused, high-impact programmes for MFDs and financial professionals — led by Venkitesh Iyer, Dr. Balaji Rao and Harish Rao. Each session is capped at 25 seats to keep learning personal and hands-on. Browse the day-wise line-up below and register for the programmes that fit your growth.
Every programme runs across two batches — pick the date that suits you and choose In-Person in Bengaluru or Online (same day, evening timing) at registration. Seats are limited to 25 per programme and the live count updates as people register.
Industry Update Initiative
Webinar to stay updated on the Industry.
1. Market and Economy
2. Thought Leadership
3. Industry Insight
4. Live Q & A
Attend live at our Bengaluru venue on the date shown below.
Understand the power of Time Value of Money through practical, hands-on calculations using MS Excel. Turn financial formulas into real-world investment insights and smarter client conversations.
EXAM PREP
A dual certification program for Mutual Funds and SIF - build conceptual clarity and calculation fluency.
EXAM PREP
A dual certification program for Mutual Fund and SIF build conceptual clarity and calculation fluency.
Attend live at our Bengaluru venue on the date shown below.
Learn to move beyond products and returns to conversations that matter to HNI clients—wealth, family, legacy, risk, and aspirations. Build the confidence to ask better questions, uncover deeper needs, and create lasting client relationships.
Attend live at our Bengaluru venue on the date shown below.
A perspective on "Revenue is an outcome of any business, investors do not pay for products, they pay for confidence." How to ignore brokerage and focus on building, growing business
Attend live at our Bengaluru venue on the date shown below.
Turn retirement planning into numbers with hands-on MS Excel calculations. Learn to estimate retirement corpus, future expenses, and income needs to build practical retirement solutions.
Attend live at our Bengaluru venue on the date shown below.
The art of making investors invest more for their goals in mutual funds; critical tools that can enhance investor wallet share
Attend live at our Bengaluru venue on the date shown below.
Move beyond product selling to meaningful client conversations by understanding needs, goals, and concerns. Learn practical consultative techniques that help MFDs build trust, deepen relationships, and grow their practice sustainably.
Attend live at our Bengaluru venue on the date shown below.
A strong, well crafted sales pitch makes client acquisition and retention easier, and the MFD more productive.
Attend live at our Bengaluru venue on the date shown below.
Often the most important attribute for a successful MFD is a confidence. Investors value confidence more than expertise.
Attend live at our Bengaluru venue on the date shown below.
A detailed look at how to handle 8 of the most persistent investor objections. In-depth analysis combined with creativity.
Attend live at our Bengaluru venue on the date shown below.
Insights of how long positions, short positions are taken in the stock market and deep dive into arbitrage and hedging mechanisms which are the fundamentals of SIF management
Tell us your goals and we'll help you pick the right session — or design a programme for your team.
Get in Touch