Business Immersion Retreat Discovery (B.I.R.D. Workshop)

Welcome to the NLE BIRD Program

Interactive workshop where discussions and shared vision is the key. Case study based learning with focus on expansion of the mind.

SKILL TO SCALE

Intelligence Makes You Skilful But Wisdom Makes You "Scaleful"

This transformative program is designed to equip financial advisors and MFDs with the entrepreneurial mindset and strategic tools needed to scale their practice to new heights.

  • Learn through real-world case studies and interactive discussions
  • Develop practical strategies for business growth and scalability
  • Network with peers and share valuable insights
  • Create your personalised action plan for implementation

Join us for this immersive experience where theory meets practice, and transform your practice from success to significance. Together, we’ll unlock the potential of entrepreneurial thinking in the financial advisory space.

Together We Achieve; Together We Celebrate

For The First Time In The Industry For Personnel Finance Professionals, Introducing
The SA.A.SS Business Model

Scale Up & Accelerate, Automate, Sustainability & Succession Business Solutions

1. Scale Up

Purpose & Foundation

Expand your business operations, team size, and client base systematically while maintaining quality and efficiency.

3. Automate

Systems, Processes, Technology & People

Implement technology and systems to reduce manual work, minimize errors, and enhance operational
efficiency.

2. Accelerate

Culture, Products & Solutions

Increase the speed of your business growth through strategic initiatives, partnerships, and optimized workflows.

4. Sustainability

Corporate Governance & Compliance

Ensure long-term business viability through robust systems, recurring revenue models, and adaptable strategies.

5. Succession

Growth of Valuation

Build a strong leadership pipeline and create clear pathways for business continuity and knowledge transfer.

Learn from The Masters

This retreat is not just about learning; it’s about transforming your approach to financial planning and business management.

Dharmendra Satapathy

Founder & Director
Next Level Education (NLE) Pvt. Ltd.

P Swamy Gowda

Co-Founder & Director
Next Level Education (NLE) Pvt. Ltd.

Prem Mangtani

Founder & Director
P M Investment

Jitendra Pol

Founder & Director
Routannce

Raja Bhattacharjee

Director
Glosome Wealth X Pvt. Ltd.

Kumaresh BS

Director
Glosome Wealth X Pvt. Ltd.

Nikhil Thakkar

Founder & Director
We Care Freedom Wealth Pvt. Ltd.

Shailendra Rahigude

Chief Business Officer (CBO)
Finowise Freedom LLP

Praveen Verma

Chief Operating Officer
Finowise Freedom LLP

An Elevated Experience Awaits at Bengaluru’s Premier Destination

  Friday, 21 Feb 2025

DAY 1
Check-in & Nesting

Saturday, 22 Feb 2025

DAY 2
Soaring

Sunday, 23 Feb 2025

DAY 3
Migrating

Monday, 24 Feb 2025

DAY 4
Check-out & Networking

Beyond Learning: Networking and Relaxation

Presentations

Engaging talks on business growth, investment solutions, and industry best practices.

Networking

Multiple opportunities to connect with peers and industry experts throughout the workshop.

Interactive Activities

Hands-on exercises to reinforce learning and promote collaboration among participants.

Relaxation

Breaks for recharging, including a trip to Nandi Hills and swimming activities.

Trusted by Those Who Trust Us Most

Bedamati Mohapatra

Tirupati Roy

Sunil Kumar

Bal Sachin Gupta

Sadanand Prasad

Chintan Kamdar

Madhusudan Gad

Sameer Nemavakar

Sourabh Bansal

Melissa Soares

Nitin Chaturvedi

Santosh Soni

Soumya Nag

Harish Rangyya

Biranchi Narayan Sarangi

Ratnesh Gupta

Madhu Sudhan Goyal

Anmol Kumar Jha

Omprakash Bansilalji Chandak

Dahyabhai Gopaldas Patel

Kalpeshkumar Babulal Shah

Madhusudan V V

D Sukumar

Ratnesh Gupta

Don’t miss out on this opportunity to elevate your professional journey in the world of finance. Secure your spot today and be part of a community driving innovation and excellence in the financial sector.

The Total Fees for the Workshop is Rs.30000 + GST. (Register your seat by paying the token amount of Rs.5000 plus GST.)