EdelweissWealthy

Increase your business by 10X, By attending this FREE 7-week Training

  • Customer acquisition strategies that help you acquire more customers.

  • Client meeting tips that help you convert better.

  • The knowledge that helps elevate the quality of your advice.

event details
August 5th - 23rd September
Every Friday, 10 AM

benefits

Why should you attend?

The only event that enhances the knowledge and skill levels for partners

Analyze portfolios, wow your clients, and build your AUM.

Get the toolkit to address all client queries.

Learn everything necessary, from factsheets to client acquisition.

Speaker

Mr. Vikram Masand is the Head of Sales Training at Edelweiss AMC. He delivers the most complex subjects with simplicity to enhance retention and is focussed towards developing an application-based approach. He has worked at HSBC Global (India) Asset Management, Reliance Mutual Fund, Reliance Retail and Vidyut Metallics Pvt. Ltd.

sessions

Opportunity is knocking at your door

Basic of Fixed Income

5th August, 2022

10 AM - 11 AM

Customer Acquisition Strategies

19th August, 2022

10 AM - 11 AM

Great Client meetings

26th August, 2022

10 AM - 11 AM

An Introduction to Behavioral Finance

2nd September, 2022

10 AM - 11 AM

How to read a Factsheet

9th September, 2022

10 AM - 11 AM

Macroeconomics and its impact

16th September, 2022

10 AM - 11 AM

Risk Management

23rd September, 2022

10 AM - 11 AM

KNOW MORE

Frequently Asked Questions

If you have a question that hasn't been covered here, please drop us an email at team@wealthy.in

What is wealthXChange?
wealthXChange is a series of Financial workshops curated by Wealthy.in to help you become entrepreneurs.
How can I attend this event?
This is an online event and can be joined from anywhere on a computer or on a mobile phone. Prior to the day of the event, you will receive the web link on your registered email address and in whatsapp.
Is there any fee to attend this event?
No, this is a free event.
What happens after this event?
After this event, you will be invited to more events where you can learn more about how Wealthy's platform can help you start your business at zero investment. You will also be invited for our future wealthXChange events which are free knowledge sessions with industry experts on all matters of wealth, investments and finances.

Register Now

Learn from the best minds to enhance your knowledge and skills

event details
August 5th - 23rd September
Every Friday, 10 AM