Trainings Offered
Selling Skills
Leadership Development Program
Time Management
Public speaking
Distribution & Sales Management
Competition Analysis
Managing Sales Counter
Communication Skills
Advertising and sales promotions
Financial Planning
Goal Setting
Stress Management and Challenging work pressure
Presentation Skills
Sharpening Sales Skills
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OUR TEAM
 
   
Mr Dattatraya (Vaibhav) Kale

Acclaimed finance Professional  with over 23 years of experience  in the field of personal financial and income tax planning   Mr Vaibhav isB.Com, Lic. In  Life Ins.,  CFA.He is currently working asIndependent Financial Adviser &    Financial Literacy Trainer. Mr Vaibhav  has worked with   Financial  Groups On Senior Management Positions. Companies  likeHDFC Standard Life Insurance Company Ltd, InvestSmart India Ltd, DSP Merrill Lynch Ltd, Popular Share Services Pvt Ltd, Sharp &Tannan, Chartered Accountants.  ,has used his services.

 

Some Special Achievements

Author of over 300 published articles in the area of Investment Planning, Income Tax Planning, Retirement Planning, Mutual Funds in various newspapers viz. Sakal, Loksatta, Lokmat, Maharashtra Times, Divya Marathi, Vivek, AajDinank, Trikal, UdyogVijayshree, Arthavardhan, Punyangari , Arthaparva etc.

Delivered lectures for various forums in the area of investment/ income tax / life insurance /retirement planning.

Investment & Tax planning consultation and counseling to the beneficiaries of VRS on invitation by major corporate groups such as Sandoz, Merind, Proctor & Gamble, Mumbai Port Trust, Mahindra & Mahindra, Mazgaon Dock, Philips, Vickers Systems etc

Article on investment has been selected & included in the Book called “Kalnirnaya “ which is a compilation of 267 select articles written by well-known authors on various topics from 1973-2000.

Contributed counseling column called ‘ Paisa ZhalaMotha’ in Maharashtra Timeson Investment & Tax planning

Participated as an expert on the panel in various programs for Mumbai Doordarshan, Z Marathi Channel, Sahara Samay Channel and TV 9 channelon the subject of Investment, Tax Planning, Life Insurance and Union Budgets.

Employee Benefit Programs: Conducting presentations for corporate employees and members of professional bodies on Investment / Income Tax / Life Insurance / Retirement planning.

Financial Literacy Programs: Conducting workshops on financial literacy for the beneficiaries of Micro Finance Companies & NGO’s.
 
   
Mr Prashant Shejwal
CFPCM,CIWM®
Professional Background

Prashant holds Post Graduate Diploma in Management Studies and Bachelor of Science from University  of Mumbai .

Prashant is a personal finance professional with an experience of more than 12 years in the Financial Services Industry .

As a practising Certified Financial Planner and Certified International Wealth Manager provides need based advice to individuals in the areas of Financial Planning & Wealth Management.

Domain expertise in providing Comprehensive Financial Planning solutions to individuals.

National Institute of Securities Market empanelled trainer for Mutual Funds CPE training.

Successfully conducted the Certified Financial Planner certification program for Financial Advisors at NJ Gurukul .

Prashant was also associated with ICICI Securities as Consultant Trainer where he conducted the two day course on Stock market fundamentals.

Prashant also conducted various training sessions on Personal Finance for Financial Advisors and students of B-school in Pune.

Prashant has conducted several sessions for corporate on Financial Planning and Wealth Management.

 
 
   
Mr Jagdish Anantrao Shirapurkar

Jagdish is one of successful professional - experience with different types of Industries like Media, Education and Insurance with sales & trainings passionately. Also working with social and cultural organizations.  He is born on 26th May 1971...

He is a self-starter and quick learner. Versatile skill set with experience in sales, written and oral communication. Received multiple awards for excellence in sales. Successfully create and implement marketing policies. Excellent interpersonal and team-management skills.

He has experience to organize different types of events for different segment like Students ,Employee, Couples, Artist, ect. He delivered presentations for various groups in rural area for Insurance business as well as recruitments.  Ex- Gram Panchayat, Credit societies, Schools, colleges, social group like Sakal Madhurangan, Rotary clubs, IMA, ect.

He  is also very passionate for Music, and is involved in playing tabla as hobby. He also works as Anchor for Cultural and Corporate Programs .

Following are his Credentials

    He holds Bachelor Degree in Science with MBA Marketing.

Completed diploma in Journalism and Dramatics.

Conducted workshop for students, parents and sales peoples.

Gives speeches in different clubs on insurance related activity.

Addressed more than 1000 students to develop their skills in self study and preparation for examination with 100% confidence.

Addressed members of co operative societies to insurance awareness.

Plan and execute events for nonprofit organizations.

He is a follower of Poornawad Philosophy-Introduced by Dr. R. P. Parnerkar & Adv. V. R Parnerkar ( Great philosopher and economist.)

Awards

Best Stage Actor on state level drama competition- Awarded by Government of Maharashtra .

Best insurance seller as well as CFC activisation,- Awarded by AVP- HDFC Life.

 
   
   

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