The BIRD SA.A.SS Operating System (TBS)

The BIRD
SA.A.SS Operating System (TBS)

The Complete Execution, Learning & Business Operating Ecosystem for MFDs.

TBS is not an orientation program. It is the execution engine behind scalable advisory businesses.

What is TBS ?

TBS is a complete business operating ecosystem combining Learning Systems, Execution Systems, Team Development Systems, Tracking Systems, Automation Systems and Execution Frameworks into one integrated platform for MFD businesses.

Skill to Scale

Build to Last

START WITH TBC
IMPLEMENT THROUGH TBS

TBC

TBS

Most MFDs build businesses around themselves.

TBS helps build businesses around systems, execution, teams, and operational infrastructure.

systems

Create structure that scales

EXECUTION

Build consistency that delivers.

TEAMS

Develop capability that grows.

TECHNOLOGY

Automate work that frees you.

LEGACY

Build value that outlives you.

FROM KNOWING → TO EXECUTING

TBS helps businesses move from

founder dependency → organisational capability

scattered execution → structured systems

manual work → automation efficiency

operational chaos → measurable execution

individual practice → enterprise infrastructure

TBS IS BUILT ON TWO POWERFUL ENGINES

THE BIRD LEARNING HUB

20+ Structured Courses

200+ Hours Of Learning

TBS Learning Hub

BIRD Business Library

BIRD Business Videos

Pathshala Pro Corporate Membership

THE BIRD SA.A.SS BUSINESS SOLUTIONS HUB

100+ Advanced Business Tools & Calculators

BIRD Business Acceleration Engines

20+ BIRD Business Engines & Simulators

Success is not about doing more.
It's about Designing Better.

Move from working “in” the business to working “on” the business. Build once. Benefit forever.

TBS LEARNING HUB

I. PERSONAL & LEADERSHIP DEVELOPMENT PROGRAMS

II. SCALE UP & ACCELERATION COURSES

III. TEAM BUILDING & TEAM DEVELOPMENT COURSES

IV. BUSINESS OPERATION & AUTOMATION MASTERY COURSES

V. BUSINESS SUSTENANCE & SUCCESSION MASTERY COURSES

BONUS COURSES

TLS LEARNING ECOSYSTEM

I. PERSONAL MASTERY PROGRAMS

II. BUSINESS GROWTH & CLIENT ACQUISITION

Magnetic Finance Preneur (MFP)
Excel Foundation Course
Excellent Finance Preneur (EFP)
HNI Mastery Course
Marketing Mastery Course
Sales Mastery Course
BIRD Scale Up & Acceleration Mastery

III. TEAM BUILDING & PEOPLE DEVELOPMENT

IV. BUSINESS OPERATIONS & AUTOMATION

V. NISM CERTIFICATION TRACK

NISM VA

NISM XIII

NISM XXI A

NISM XA

NISM XB

NISM VD

TBS- BOSS OPERATING SYSTEM

An in-house operating system for how we win, serve and retain clients

Winning clients	Serving clients	Running the day	Seeing the business
Dashboard	RMS — calendar	DWT — plan the week	Reports & MIS
LMS — leads	Meetings	DST — task repository	Campaign & Broadcast
CMS — clients	MOM Tracker	DJT — end-of-day journal	Partner Tracker
Risk & Suggestion Tracker	Review Calendar	Daily Business Tracker	Compliance Centre
Transactions Tracker	Client Support Tracker	Projects Tracker	Audit Trail

TES EXECUTION STACK

CLIENT MANAGEMENT SYSTEMS

LMS

Lead Management System

COS

Client Onboarding System

CMS

Client Management System

RMS

Review Management System

TRACKING & EXECUTION SYSTEMS

DPT

Daily Productivity Tracker

DBT

Daily Business Tracker

DST

Daily Service Tracker

WPT

Weekly Progress Tracker

GOVERNANCE & REPORTING SYSTEMS

DDQS

Due Diligence & Quality System

MIS

Management Information System

TEAM & CULTURE DEVELOPMENT SYSTEMS

TIS

Team Induction System

TDS

Team Development System

TAS

Team Appraisal System

IDS

Intrapreneurship Development System

BUSINESS VALUE & CONTINUITY SYSTEMS

BVS

Business Valuation System

WHAT TBT HELPS YOU CREATE

EXECUTION SCALE

TEAM-LED GROWTH

AUTOMATION & TRACKING

BUSINESS CONTINUITY

ENTERPRISE VALUE

WHO SHOULD JOIN TBS?

MFDs

Wealth Managers

Financial Advisors

Team-led Advisory Firms

Practice Owners Planning Scale

Businesses Preparing for Succession

INVESTMENT

First Year

₹99,895

+ GST

Renewal From Year 2

₹49,895

+ GST

TBS MEMBERSHIP

Choose Your Business Growth Plan

Access business learning, practical tools, business solutions, mastermind sessions and leadership support through the TBS membership ecosystem.

TBS Pro Membership Plan

A complete business learning, tools, mastermind and leadership-support ecosystem for entrepreneurs and business leaders.

Total Membership Value

₹4,00,000+

Special Price

₹ 99,895 + GST

TBS Learning Hub

Personal & Leadership Development Programs
Scale Up & Acceleration Courses
Team Building & Development Courses
Business Operations & Automation Courses
Business Sustenance & Succession Courses
Bonus Courses
20+ BIRD Business Lessons Books Worth Rs. 25000
20+ BIRD Business Lessons Videos Worth Rs. 10000
Pathshala Pro Corporate Membership + NLE BMS APP Corporate Plan Rs. 25000

Value: ₹2,00,000+

The BIRD SA.A.SS Business Soluitons Hub

Value: ₹1,00,000+

BIRD Weekly Inner Circle Live Master Minds

Value: ₹50,000+

One to One Business Support Call & SOS Meeting with Our Leadership Team (Meeting Maximum 4 Per Year)

Value: ₹50,000+

TBS-BOSS Membership Plan

The complete END-to-END Business Operating System & Solutions designed for businesses seeking a comprehensive business growth ecosystem.

Special Price

₹ 2,49,895 + GST

EXCLUSIVE BENEFIT

Subscribe to TBS-BOSS &
Get TBS Pro FREE Membership worth

₹99,895 + GST

Complete END To END Business Operating System & Solutions

Get TBS Pro Membership Plan

Business Growth Ecosystem

Just Make A Token Payment Of Rs. 10000 + GST, NLE Team Will Connect With You To Discuss & Decide Which Plan Is Ideal For Your Current Business Status.

TBS is the operating system that turns strategy into execution, and execution into enterprise value.

Skill to Scale

Build to Last

The BIRD Shift

Five truths every distributor meets on the way from operator to builder. Tap any poster to read it full-size.