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
60000
12000
plus GST
  • 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
60000
12000
plus GST
  • 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

Call: +91 88282 91971
eMail: info@nextlevel.in