Edelweiss
Wealthy
Solid Sessions to
Grow Your Business
Key steps to effective client management
Learn the secrets to keeping your clients committed to their investments
Get a certificate of completion after the workshop
benefits
Why should you attend?
The only event that enhances the knowledge and skill levels for partners
This is an exclusive workshop that will fuel your knowledge and help you scale your business.
Receive a certificate of completion after finishing this Wealthy Workshop
Understand the basics of successful asset allocation
Retain and acquire clients through the knowledge you gain
About the Speaker–
Mr. Vikram Masand Sales Training Head at Edelweiss Mutual Fund, has over 18 years of experience. He holds a Postgraduate Diploma in Marketing from Wigan & Leigh College, UK
At Edelweiss Mutual Fund, his responsibility is to conduct training programs for the internal sales team as well as distribution partners, aiming to enhance their skill set. When not occupied with work, he enjoys reading and swimming. He lives by the quote, “You never lose; you either win or you learn
His professional highlights include training over 500 people across various hierarchies.
sessions
Workshop Topics
Building Wealth at Every Turn – Life-Stage Investment Tactics
September 9, 2024
4:30 PM - 5:30 PM
10 Steps to Create Successful Financial Plan
September 10, 2024
4:30 PM - 5:30 PM
6 Factors to Consider While Investing in Mutual Funds
September 11, 2024
4:30 PM - 5:30 PM
5 Simple Strategies to Keep Emotions Out of Investing
September 12, 2024
4:30 PM - 5:30 PM
4 Steps to Successful Asset Allocation
September 13, 2024
4:30 PM - 5:30 PM
3 Simple Ways to Rebalance a Portfolio
September 14, 2024
4:30 PM - 5:30 PM
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 Wealthy Workshop?
How can I attend this workshop?
Is there a fee to attend this workshop?
What happens after this workshop?
Register Now
Learn from the best minds to enhance your knowledge and skills
Monday - Saturday, 4:30 PM - 5:30 PM
Register for wealthy workshop