5 steps to achieve 100 crore

Brief history of me…SUNDEEP SINGHAL (CFP)16 yrs of experience in INSURANCE AND

INVESTMENT market. Done CERTIFIED FINANCIAL PLANNING in 20138 times MDRT , CM CLUB MEMBER (LIC) 11 YRS 50 CRORE AUM IN MUTUAL FUND AND 35 LAC SIP

WITH 5 LAC STP

100 crore This is only goal we have to achieve after doing

CFP or it is more then that or 100 crore became by-product if we really practice it.

What a good doctor do …. Good interior designer do…Good advocate do … or any professionals do….??? We have clear answer in our mind….

Are not all above professionals work in the best interest of their client and not charging ….

How cum a good doctor /advocate become… same with us.Need professional knowledge . i.e CFP Need to do internship No short cut to become a millionaire word of mouth is the best marketing Customer is smart and can differentiate a good

advice or bad regular knowledge upgrade .

What architect want to make a planned buildings or unplanned…

Which doctor customer want to get treated …

Financial planning need human intervention and expert advice ..No robo advice can replace an expert because every case study is differ from each other due to family structure, risk taking ability, historical experience, needs , dreams ..etc.

Financial planning is a practicing game .. More you solve the cases… more you become expert.. And more you become expert more clients want to solve there cases from you …

Red ocean and blue ocean theory

Create new market

Acceptability by customer What type of banking we are using ….

Net banking or conventional banking .

Why……… we get the answer for our profession also ..

Professional qualified planner or conventional planner .

Customer need both experience and qualified knowledge

Time is changing ….