Financial PATH SHALA
“The Core Purpose of Next Level Education and Financial Pathshala is to Help Financial Advisers to Become a Better Version of Themselves”


The Masters

Dharmendra Satapathy

Puttaswamy B Gowda
Industry Experts & Motivational Speakers
Game Changers –Success Stories
Wealth Management Experts & Strategies
Insurance
Mission
Our Mission is to Educate, Inspire and Empower You to Rise to the Next Level in Your Life and Business by Helping You To Discover and Become a Better Version of Yourself.
Vision
Our Vision is To Transform the Lives of One Million People by Creating an Army of Financial Evangelists
and
Empower Them To Make a Difference Wherever They Go and Whomever They Meet
by
Providing Them with the Requisite Training and Education on Personal, Technical and Business Skills.
Pathshala Plus
Yearly Membership-
52 Education Sessions - Rs. 12,000/-
-
Mobile App Premium Version - Rs. 12,000/-
-
Focussed Competence Development Program (FCDP) - Rs. 12,000/-
-
National IAP Days ( 4 / year ) - Rs. 8,000/-
-
Pathshala Reels - Rs. 6,000/-
-
CRM Magic for your Clients - Rs. 5,000/-
-
Tools & Templates - Rs. 5,000/-
-
Rs 60,000/- plus in total value
Industry Experts & Motivational Speakers


Game Changers –Success Stories


Modules for Pathshala
“Charcha”
News that matters explained in the manner that matters to help you increase your awareness on a weekly basis
Decoding of all the Circulars, News and Updates from SEBI, AMFI, IRDA, PFRDA, RBI, Finance Ministry
And a lot more
Pathshala Reels
Recordings of past two years' sessions to repeat, revise and establish a vision
Next Level Mobile App
One of the best Mobile Apps in the Industry
Daily Personalized Image in 6 languages
Weekly Personalized Newsletter, Blogs, Videos & Course Access
Celeberations
We recognize, reward and celebrate your success
CRM – Customer Relationship Magic
A Magic Formula to provide Customer Service of a Different Levels altogether to your Clients by leveraging the Power of this Stage
My Story
Every Success Has An Inspiring Story
We learn what made our members successful and always we have found a pattern along with some unique approach
National IAP Day
Science and Art of IAPs including a LIVE session for your prospective clients
Next Level Tools & Templates
Calculators, Presentations, Templates & Scripts
FCDP Modules
6 Modules - Over 8 to 10 Sessions Focused on Employees Competence and Skill Development
Client Servicing
Change of Bank, Nominee, Address, Name, Residential Status, Investment Options
Claims Settlement
Life & Health Insurance
Understand the Terms in Common Use
KYC, FATCA, Lumsum, Risk Profiling, SIP, STP, SWP, Top Up, Transmission etc
Compliance
KYC, Tax Statements, Declarations, Suitability Check, Consent Records, Risk Profiling & ARN Renewals
Client Onboarding
Mutual Funds, Life Insurance, Health Insurance General Insurance
Products
Key Benefits, Features of Financial Products, MF, LI, HI, Equities, PMS, PPF & NPS
Branded Videos & Images
A set of 48 Images and 12 Videos overlaid with your brand and contact details that you can use to reach out to current customers and prospects on social media.
What Our Members Have To Say







Pathshala Plus
Yearly Membership-
52 Education Sessions - Rs. 12,000/-
-
Mobile App Premium Version - Rs. 12,000/-
-
Focussed Competence Development Program (FCDP) - Rs. 12,000/-
-
National IAP Days ( 4 / year ) - Rs. 8,000/-
-
Pathshala Reels - Rs. 6,000/-
-
CRM Magic for your Clients - Rs. 5,000/-
-
Tools & Templates - Rs. 5,000/-
-
Rs 60,000/- plus in total value