Financial Wellness Coach

Today, 50%+ HNI / NRI families preferred in Direct / Passive MF plans / ETFs, but they are struggling with

1. Limited Time & Domain Expertise
2. Selection of right assets allocation / rebalance portfolio
3. Active management of portfolio - higher Time investment.
4. Alpha generation
5. High conflicts of interest

:

Key benefits

1) Qualified & experienced portfolio manager with zero conflict of interest.

2) Right SAA / TAA - based client risk tolerance

3) Right schemes - Direct - Combo of Active & Passive

4) Active Underweight / Overweight (Equity- Small / Mid / Large) & Cash leads to 2% to 3% Alpha over benchmark.

5) Peace of Mind and more time for profession and family.

about Future of MF-PMS and let me know how we can partner together to build Rs 50,000+ Crore MF-PMS AUM by 2035.

By 2035, MF industry most likely 150+ lakh crore, but 80%+ HNI /NRI most likely prefer direct / passive MF plans / ETFs

for PMS - MF

1) Dezerv created 3100+ Crore PMS - MF AUM with 1000+ clients in the last 1.5 years.

2) Rs 15 lakh crore PMS-MF AUM by 2035 - 10% of Expected 150 lakh crore industry AUM.

3) Early bird advantage opportunity - Pioneer most likely have a 5%+ market share of 15 lakh crore AUM - 75000+ crore book size. - leads to gross profit approx Rs 900+ crore and net profit Rs 300+ crore - Expected market cap at 30+ PE - Rs 10,000 Crore.

Let's partner together to grab exciting once in life time opportunity.



https://bit.ly/3PXamAD

W / M +91 9167362201

[email protected]

Concept Note - PMS -Equity MF by Keyur Shah CFA CFP MBA.pdf

100%+ holding period Return in last 15 month.


https://youtu.be/uhk4P_gcjQc?si=qKDtioPMTJZOftnz

, , , MBA invested 10,000+ hours TIME for Building the Domain Expertise in EQUITY (Stocks & MF) Research / Analysis & Portfolio (SAA / TAA) management leads to 20% pa Returns with avg 50% Equity in the last 5 years.

He achieved minimum financial freedom at age 45 – Every year profit harvesting is avg 2 times of annual expenses since last 3 years.

professional profile link

https://bit.ly/490rwnF

W / M +91 9167362201

[email protected]

:

Objective of above message is to demonstrate his experience and experience in Equity Research & Analysis.

NO recommendations for Investors.

forward looking PORTFOLIO

https://bit.ly/4cDqdhd

, ,

10,000+ hours TIME Invested for Building the Domain Expertise in EQUITY (Stocks & MF) Research / Analysis
& Portfolio (SAA / TAA) management leads to 20% pa Returns with avg 50%
Equity in the last 5 years.

Achieved minimum financial freedom at age 45 – Every year profit harvesting is avg 2 times of annual expenses since
last 3 years.

professional profile link

https://bit.ly/490rwnF

W/M. +91-9167362201 / 8169969026

Mail: [email protected]

Investment Strategy - April 2024 - Keyur Shah CFA CFP.pdf

:

applied his domain knowledge and did a Fundamental & Technical Analysis.

He identified 3 sectors that had underperformed in the last few years but had a long track record of consistent high profitability.

He prepared Equity Mid / Small / Large cap stocks portfolio

1. PHARMA - Glenmark, Aurobindo, Anuh, Gland, Windlas

2. IT - Large Cap - Tech Mahindra

3. AMC – Nippon, JM

delivered 40% pa return in last 15 months.

www.linkedin.com

: based on CFA level 2 learning, I have prepared forward looking Equity stocks portfolio in low interest regime for moderate risk.

delivered 100%+ holding period Return (36% pa) in the last 2-year 3 month.

PFA below link for more detail.

www.linkedin.com

13th Year began as a CERTIFIED FINANCIAL PLANNER Practitioner, FPSB 🇺🇸

The Power of Financial Wellness Planning: July / 2011 Negative Financial Networth to July / 2021 achieved Financial FREEDOM.

CFP Certification - Global Excellence in Financial Planning • Keyur D Shah • Building the Financial Planning Profession in India • cHJvZHVjdGlvbjI4MDYy The CFP and CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience a...

13th Year began as a CERTIFIED FINANCIAL PLANNER Practitioner.

The Power of Financial Wellness Planning: July / 2011 Negative Financial Networth to July / 2021 achieved Financial FREEDOM.

https://certificatesin.fpsb.org/30398a9f-7d44-4ab2-83f2-bb9f155353ad .5m3fv1

: Mid / Small Pharma stocks

?

Long-term underperformance for the last 7 years... Many headwinds are resolved and now tailwinds. (eg, US issues)

We have identified Potential Dark Horse CONTRA Stock based on our Fundamental & Technical Analysis.

#75%_Down from Lifetime (2021) High.

reduced their exposure from 13% to 4% vs. increased exposure 11% to 23% in last 2 years.

co.

Last 10 years (Growth)

Sales: 17% pa
Profit: 18% pa
ROE: 18% pa

T PE 21.5
T PB 2.21

: we suggest only 10% weight in our CONTRA Portfolio.

to EARN up to +100% return in 3 years with Practical CONTRA Equity Strategies Online Learning Workshop.

starts 22nd / mon 8pm onwards.

Fee 20k ...last 3 seats left

on 91 91673 62201 to enroll



https://bit.ly/41twaHC



Keyur Shah, CFA, CFP, MBA has 30 years of stock market investors' experience

Download Professional Profile

https://bit.ly/3E5SfTJ

Also read S Naren, CIO, ICICI MF Article on CONTRA investing.

https://m-economictimes-com.cdn.ampproject.org/c/s/m.economictimes.com/markets/expert-view/we-need-to-find-contrarian-ideas-in-growth-value-and-quality-stocks-s-naren/amp_articleshow/100243699.cms

Keyur Shah CFA, CFP, MBA on LinkedIn: #pharmaceuticals #dark_horse #underperformance #fundamental… “ is one sector which could be a after several years of ,” says Sanjay Chawla, CIO - Equity, Baroda BNP Paribas…

Learn to Rs 5,000+ from your clients.

How?



how to negotiate with the bank / nbfc to reduce interest rates / EMIs.

: Rs 40,000 1st year Interest cost saved by restructuring of Loans and earned Rs 10,000 fee.

your clients to sell low yielding assets and repay high interest rate O/S PRN.

& many more with Practical
Video Learning Workshop.

for more detail*

https://bit.ly/3ObJM6K

Fee 25k...Rs 5000 discount till 21st

on 91673 62201 to enroll or more detail.

EMI2SIP Practical Learning Workshop.pdf

to / / - 125% to 200% Your rate / / / generation in 1 year provided you Learn & Implement it in the .

A) - Customized Guidance to solve your / Objection handling / NEW Business Development - One to one 45-minute session every week = 50 weeks = approx 37.5 Hrs - Coaching Fee Rs 1 lakh

B) Learn to construct a comprehensive based and - Live Recorded Practical Learning Workshops - (200+ hrs Training)

1) - 15 hr

2) Retirement & Insurance - 20 hrs

3) Management - 21 hrs

4) - 9 hrs

5) Equity Strategy - 7 hrs

6) CFO to SME - 21hr

7) GOAL based Financial Plan construction - 150 hrs

Fee 1 lakh

: A + B = 2 lakh...50% Discount till 15th..net fee 1 lakh...payable in 5 monthly installments of 20k



https://bit.ly/3JGYmAG



Keyur Shah, CFA, CFP, MBA has 18+ years experience & expertise.

https://bit.ly/3E5SfTJ

on 9167362201 / 9930751709 to enroll in Paid Pre-Joining Personalized Guidance session Fee 1k for 30 minutes (note: above fee will be deducted from your Coaching Fee)

Keyur Shah Professional Profile - 2023.pdf

:

Practical Online LEARNING WORKSHOP.

In March, We have identified / has potential to deliver the Risk adjusted return vs Nifty500 in 3 years time horizon.

delivered 30+% (440 to 605) return in the last 2 months

1 minute video

https://youtu.be/uhk4P_gcjQc

We are starting our next batch starting 22nd / Fee 25k...last 3 seats left.

Note: Rs 5,000 till 15th.



https://bit.ly/41twaHC



Keyur Shah, CFA, CFP, MBA has 30 years of stock market investors' experience

Professional Profile

https://bit.ly/3E5SfTJ

9167362201 to enroll or more detail

SUCCESS Story of CONTRA EQUITY STRATRGY: Glenmark pharma delivered 30%+ returns in last 2 months In March / Practical Learning workshop, We have identified sector / has potential to deliver Risk adjusted...

Did you invested in MF schemes based on their detailed ?

8 out of 10 MFDs / Investors:

But, 8 out of 10 MFDs based on their past 1 / 3 years & lead to mediocre fund selection & future underperformance.

Learn detailed to select suitable schemes based on risk tolerance & risk adjusted returns with KEYUR SHAH, CFA, CFP, MBA having 18 years experience & expertise in MF Investment.

1) Fundamental Analysis

Eg. Ratio Analysis and their importance in scheme selection.

PE ratio

PB ratio

Information ratio

Sortino Ratio

Up side & Downside capture ratio

Jension Alpha



many more

2) Fundamental Analysis

- Investment strategy & style

- Investment Process & Team

- Risk management approach

And many more



https://bit.ly/40ke7CA

Enroll in be an Expert MFD / Investor

- live recorded Lectures + Study Material + 90 minutes Personalized online one to one queries handling support.

Fee 15k

OR

+ Video Learning Kit.

Fee 20k



KEYUR SHAH, CFA, CFP, MBA

Download Professional Profile

https://bit.ly/3E5SfTJ

on 9167362201 to enroll or more detail.

Keyur Shah Professional Profile - 2023.pdf

Build an Rs Corpus in 20 years by being an with India's Best Digital Practical Practical Financial WELLNESS & Portfolio Planning Program.

Watch the Investor video.

https://youtu.be/rtO3_h--Tk4



https://bit.ly/3JGYmAG

:

1) Transform yourself from a normal investor to professional investors -

You can correct your investment mistakes, high-quality financial education leads to right risk tolerance, asset allocation & moderate spending, which leads to higher expected risk adjusted returns and Corpus.

For Eg, 20 years horizon, Corpus may grow to Rs 4 Crores vs After Training Rs 5 Crores provided you have implemented learning in the

2) After completion of training (6 months), you may start your part-time MF / insurance distribution business and create a source avg Rs 25,000 per month in 3 years.

on 9167362201 to know more or feel free to call between Mon to Sun between 3pm to 6pm.

7 in 1 Digital Practical Transformation Workshop.pdf

(Time & Money) in Education gives 1000%+ to 10,000%+ returns in 5 to 7 years, but most do understand and live a Mediocre Life.

I am happy to share that Project Management Professional, saved Rs 3 lakh+ Interest cost with 🔑 Learning from our 1st Practical EMI2SIP Video Learning Workshop.

He has enrolled in our Comprehensive Financial program.

the brochure

https://bit.ly/3JGYmAG

on 9167362201* to know more or feel free to call between Mon to Sun between 4pm to 8pm.

7 in 1 Digital Practical Transformation Workshop.pdf

Raghavendra ji, Sr. Software Professional, Bangalore enrolled last month in our Comprehensive Program and shared his feedback about our 1st module .

Watch Video

https://youtu.be/rtO3_h--Tk4



https://bit.ly/3JGYmAG

:

1) Transform yourself from a normal investor to .

You can correct your investment mistakes, and high-quality financial education leads to right risk tolerance and asset allocation leads to higher expected risk adjusted returns vs. current investment portfolio.

For Eg, 20 years horizon, current portfolio may grow to Rs 4 Crores value vs. new portfolio (after training) Rs 5 Crores leads to additional Rs 1 Crore value.

2) Transform from MFD / Insurance Agent to Professional …leads up to 2x your business productivity in 1 year, provided you have learned and implemented in the SPIRIT.

New Client conversion rate & SIP book size in 1 year.

3) After completion of training (5 months), you may start your part-time MF / insurance distribution business and a in a 2 to 3 years period. (eg. 2 lakh to 3 lakh pa)

Total Coaching FEE 133k - I am happy to give Rs 33,000 Discount provided you enroll by 5th May

133k - 33,000 =

100k ...payable in 5 monthly installments of 20k

on 9167362201 to know more or feel free to call between Mon to Sun between 4pm to 8pm.

Raghavendra ji, Sr. Software Professional shared his feedback about our 7in1 Transformation program. Mr. Raghavendra ji, Sr. Software Professional, Bangalore enrolled last month in our 7in1 Digital Practical Comprehensive Transformation Program and shared hi...

20% MFDs have 80% Market Share / Income.

20% Investors earn #80% Market returns.

Learn how to be a Part of top 20% with a with Mr. Keyur Shah, CFA, CFP, MBA having expertise in , AA & RB strategies, behavioral finance, Macros, Micros & many mores.

+ Practical Learningworkshops

Fee 25k - less Rs 10,000 @ 15k.

1 Seat left...Next online live practical batch starting 24th 8pm to 9pm (Mon to Fri) - 2 weeks - 10 sessions + Study Material + 120 minutes Personalized Practical query support.

links for more detail.

Expert MFD

https://bit.ly/40ke7CA

Contra Equity Strategy

https://bit.ly/41twaHC

Plz feel free to call between 11am to 5pm on 9167362201 for more detail or solve your queries.

:

Expert MFD + Contra Equity Strategy Practical Learningworkshops

Fee 25k - less Rs 10,000 Discount till 22nd @ 15k.

3 Seats left...Next online batch starting 24th 8pm to 9pm (Mon to Fri) - 2 weeks - 10 sessions + Study Material + 120 minutes Personalized Practical query support.

for more detail.



https://bit.ly/40ke7CA



https://bit.ly/41twaHC

9167362201 to enroll or more detail

yourself from to with Keyur Shah, CFA, CFP, MBA - Learn to demonstrate why to go with vs. .

🔑

1) Learn to select a Mutual funds categories and schemes, which have the potential to deliver higher risk adjusted returns in medium to long term.

2) Learn the concept of .

3) Learn to read MF fact sheet and ratios

4) vs. Non Core MFs

5) How to identify investors' risk profile & suggest suitable MF as per risk tolerance.

to MFD

1) from Normal to Expert MFD.

2) Better education to clients leads to rates & larger SIP / STP / Lumpsum.

3) Understand , Effect of Interest rate and inflation on Equity Returns.

: Be a Different from crowd

A) : Can suggest sector funds, which have the potential to generate higher returns in 3 to 5 years.

B) funds for New Investors* Nifty 100 Equal Weight fund to educate NEW investors that avg 1% allocation to India's top 100 listed companies which has moderate risk & Delivered avg 15%pa Retuns in past 20 years.

C) / Strategies: Learn AA & RB to generate MFD alpha > commission earn

We are starting an online live practical learning workshop from 24th April to 8 pm to 9 pm (5 sessions)

Batch size 10
Fee 10k

MFD on 9167362201

“ is one sector which could be a after several years of ,” says Sanjay Chawla, CIO - Equity, Baroda BNP Paribas Mutual Fund.

http://bit.ly/3zEqiiy

Learn & with Practical strategies to earn higher risk adjusted returns & avoid investment mistakes.

in Batch 2: Live online Practical training staring 18th - 8pm to 9pm

3 seats left*

Fee: 15k
*Rs 5000 discount till 9th*

Or

in
Live Recorded Batch 1 Video Learning Kit - Fee 10k



Keyur Shah, CFA, CFP, MBA has 30 years of stock market investors' experience

Download Professional Profile

https://bit.ly/3E5SfTJ

on 9167362201 for more detail.

reply exit to unsubscribe

Learn to Construct based Family's Financial & Portfolio Plan with Practical Workshops leads to Client Conversion rate & SIP book / Client in 1 Year provided you Learn in the SPIRIT and apply it in real life.

1)

Watch Video
https://youtu.be/bTgREN2NH2Q

Download Brochure
http://bit.ly/3ZqGFKp

2) & Insurance WELLNESS Coach

Watch Video
https://youtu.be/SYxjGDD0444

3) Plan Construction

Watch Video
https://youtu.be/EmJi-X4YmZI

Coaching Fee 60k...Rs 10,000 Discount till 5th.
9167362201 for more detail

Download the brochure for more detail
https://bit.ly/3JGYmAG


Keyur Shah, CFA, CFP, MBA with 25 years of practical learning & BD experience.

Download Professional Profile
https://bit.ly/3E5SfTJ

Happy2Launch Practical EMI2SIP Video (Live Recorded) Learning Workshop - April 2022 Batch 4 Hello Mutual Fund Distributor / Insurance Agents / RMs Sharpen Your Technical & Soft Skills with India's Best Digital Practical ...

=

EPS Growth (fundamental)

+

PE expansion (Speculation / momentum)

Watch Video - DMart PE expansion & contraction Analysis

https://youtu.be/W7nYU8C6uA0

9167362201 to know more detail or enroll.

Stock Return = EPS Growth (Fundamental) + PE Expansion (Speculation / Momentum) Stock returns due to PE expansion leads to OVER Valuation of stock.In a long term PE expansion is ZERO so past PE expansion leads to future PE contraction ma...