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Next Level Education Pvt. Ltd.

Next Level Education has been conceived to be an ecosystem that strives to make a difference in the lives of people by helping them live a financially confident and stress free life

Our strategy is to reach out to the people and show them a happier and better way to manage their lives. Money management happens to be one very important element in this. We see Next Level Education as a system that will help us fulfil our Vision. And in keeping with the needs of a System, we believe that the Team is perhaps the most important constituent of the System. We have hence walked the Talk when it comes to our conviction. Mr Sandip Ghose, Ex Director of NISM has been overseeing our work and guiding us from time to time.

To make our vision come alive we have been striving to develop a team of like-minded people. Slowly but steadily we have grown our team by inducting people who share our passion of giving back Massive Value to the people Next Lever Education has constituted an Executive team comprising of a CMO (Chief Management Officer) and COO (Chief Operating Officer) and a very Insightful and Energetic Board of Directors & Associates.

The team will help us in manufacturing time so that we can cross our milestones faster and are able to make a sizable difference in people’s lives. With a very competent Management Team and Board, Next Level Education has the requisite firepower and is well poised to make a difference in countless lives

Needless to say Next Level Education certainly needs one last and perhaps the most vital ingredient without which all our firepower would be reduced to a big nought. And that is the Blessings of each and every member of Next Level Education who have helped the organisation to dream big and take requisite action and move ahead.

Next Level has leaped frogged in the last year by bringing to the table international quality programs such as

Empowering Mutual Fund Distributors

Over the past 11 years, Next Level Education Pvt. Ltd. has educated more than 100,000 people, establishing itself as the premier continuous education platform for Mutual Fund Distributors (MFDs) in India. Renowned for offering an extensive array of specialized courses and services, we cater to the evolving needs of finance professionals aiming to excel in their practices. Below are our key offerings:

1. Financial Pathshala

The most popular continuous education platform, “Financial Pathshala” has been operating non-stop for the last 10 years, consistently delivering top-tier educational content to MFDs.

2. Master Finance Preneur

A unique program designed for business automation and scaling up. This course equips MFDs with the tools to streamline operations and enhance their business capacity effectively.

3. Excellent Finance Preneur

Tailored for managing diverse customer segments, this program provides participants with scripts, templates, and calculators, ensuring they are well-prepared to handle various client needs proficiently.

4. UFP (Ultimate Finance Professional)

Our flagship MFD coaching program has welcomed over 125 participants who have successfully integrated their learnings into their professional practices. This course is celebrated for its practical impact and popularity within the MFD community.

5. HNI Mastery Course

This specialized course focuses on strategies for addressing the High Net Worth Individual (HNI) segment, providing insights and tactics to effectively serve this sophisticated clientele.

6. NRI Mastery Course

Designed specifically for MFDs working with Non-Resident Indians (NRIs), this course covers relevant products and strategies tailored to this unique demographic, ensuring optimal service delivery.

7. CFP Education Service Provider

As a Certified Financial Planner (CFP) education provider, we boast an impressive 80% passing rate. Our curriculum is offered in both Fast Track and Regular modes to accommodate different learning paces and schedules.

8. Next Level Lessons

We boast the largest community of over 11,000 distributors who benefit from our Next Level Lessons. Distributed three times a week at no cost, these lessons are designed to keep distributors informed and competitive.

9. Mobile App

Our mobile app provides a dynamic tool for marketing, offering content in six languages. This app is essential for members seeking to leverage digital platforms to enhance their market reach.

10. Freedom Gurukul

A dedicated vertical for educating aspiring distributors, Financial Gurukul operates as a separate Learning Management System (LMS), featuring a wide range of courses including NISM VA online education.

11. Business Accelerator Program

Designed to help Asset Management Companies (AMCs) market their New Fund Offers (NFOs) and other products effectively. This program provides targeted strategies and tools for successful product promotion and sales.

12. Samruddhi

Annual Festival - Our annual festival, Samruddhi, is a hallmark event that gathers top distributors from across India, fostering networking, knowledge sharing, and celebration of achievements within the MFD community.

Specialization in Corporatization: Next Level Education Pvt. Ltd. is the only company that specializes in the “corporatization” of the MFD practice, providing a pathway for individual MFDs to transition their operations into structured, corporate-like entities.

At Next Level Education Pvt. Ltd., we are committed to nurturing the growth and development of MFDs through continuous education and specialized training, ensuring they remain at the forefront of the financial distribution industry.


Dharmendra Satapathy - A Vanguard in Financial Education

Dharmendra Satapathy is an eminent figure in the realm of personal finance, boasting an impressive educational background with degrees in Mechanical Engineering and an MBA in Marketing, complemented by a Certified Financial Planner (CFP) credential.

He stands out as a masterful content creator, dedicated to enhancing financial literacy through his innovative educational initiatives.

As the founder of Next Level Education, Dharmendra has pioneered the delivery of top-tier educational programs for the Mutual Fund Distributor (MFD) community.

His company’s offerings include the highly acclaimed Master Finance Preneur (MFP), Excellent Finance Preneur (EFP), and the Ultimate Finance Preneur (UFP) Coaching Program.

His venture also encompasses Financial Pathshala, a renowned continuous education platform that has garnered widespread participation and accolades.

One of Dharmendra’s most beloved creations is ‘Professor Simply Simple’, a mascot that has become a cornerstone of financial education in the industry, beloved for making complex financial concepts simple and engaging.

Dharmendra’s commitment to spreading financial knowledge is further evidenced by his leadership in conducting over 1,000 Investor Awareness Programs and more than 700 training sessions for Financial Advisors across India.

Through his broadcast, “Next Level Lessons”, he reaches an audience of 11,000 MFDs, significantly impacting the financial services landscape nationwide.

His extensive experience extends beyond education into brand building and advertising.

Dharmendra served as the Marketing Head at Tata Mutual Fund for ten years, where he honed his expertise in market strategies and consumer engagement.

His career also includes prestigious stints at leading advertising firms like Lintas, Ogilvy & Mather (O&M), and Foote, Cone & Belding (FCB), along with international exposure in a leadership role at Lintas East Africa.

Dharmendra Satapathy’s contributions to personal finance and his innovative approach to education and marketing have made him a pivotal figure in shaping the financial capabilities of countless individuals and professionals across India.

Puttaswamy B.Gowda

He is a Founder and Managing Director of Fino – Wise Freedom Group, practising and a CERTIFIED FINANCIAL PLANNER. He is also Partner Director of Next Level Education Pvt. Ltd. He is also a Lecturer, Trainer and Financial Transformation Coach. He is an author of the upcoming book, “Your IQ is Not Equals to Your FQ” He got vast Experience of more than 15 Years in the Personal Finance field.

Currently, he is managing Investments Portfolio for more than 800 Families and so far, he has educated more than 5000 people on Financial Literacy. He is not only a Coach to Individual Clients helping them to manage their money effectively, but he also trains other Financial Advisers, CFPs, IFAs on how to transform themselves from Financial Advisers to Financial Entrepreneurs. So far, he has trained and coached more than 2000 advisers including CFPs, IFAs, Insurance Advisors etc.…

He is also Associated with FPSB India, Indian Institute of Banking & Finance (IIBF), AAFM and International College of Financial Planning (ICOFP) as a Regular Trainer, Lecturer & Subject Matter Expert.

Nikhil Thakkar

Nikhil Thakkar is a founder of We Care Investments, and as of August 2021, his total AUM under the brand is 767 Crores. He was awarded as India’s most trusted financial advisor by CNBC TV 18.

He is known as a financial happiness coach and has financially educated more than 15000 individuals across the world. His other notable achievements include the Icon of Vadodara Award by Times of India Group 2019-2020 and Dr C.M Mr Nitin Patel at Zee 24 Kalak for Best Financial Planner 2020-2021.

His qualification includes multiple certifications from IIM –Ahmedabad, IIM –Bangalore & IIM – Indore.

He is known to all our fraternity members as a very astute and insightful businessman; someone who has grown his MFD business “We Care” extremely well. Nikhil will be a Board Director and stakeholder of Next Level Education.

He will play a vital role by guiding the company in its onward journey of creating jobs and entrepreneurship opportunities to people at large

Executive Team

Vikas Wani

Swapnil Kadam

We have a vision to Build an Ecosystem to provide entrepreneurship training & employment to those who are starting their careers and to those seeking to start their second innings. Our Mission is to build this Ecosystem through Training, Coaching & Empowering using win win win formula