Double your Branch's Mutual Fund Business by appointing CERTIFIED
Mr. Amol Pimplekar, Sr. Branch Manager, Lalit Magan Stock Broking,
Mumbai successfully completed his CFP certification in Challenge pathway in
He has felt #major #difference after becoming CFP that now Clients are
listening with more respect & more interest and implementing his
He #doubled his branch's Mutual Fund business to 8 Cr. from 4 Cr. within
one year by educating his clients about the Goal based Financial Planning,
Risk profiling & Asset Allocation and Benefits of Investing in MF Vs.
He has left his Job in Jan 2018 & launched his Independent Financial
Planning & Portfolio Mgmt Advisory.
Must Watch Video
256th Success Story of CFP Aspirant Club
amol pimplekar ampimplekar
0;yahoo.com » Tue, Jul 12, 2016 at 8:15 PM
ReplyTo: amol pimplekar ampimplekar
To: Keyur Shah
Dear Keyur Sir,
Its my great pleasure n honour writing this email as I have completed my
CFP certification journey.
Sir, it was possible only n only because of you n the efforts you put in
during training n post training preparation for exam.
You make difficult tasks look easy by consistently adhering to basic
principles n expecting from us the same. Your five step process is rightly
termed as Logical n Magical Process by you.
Appreciating you by just saying Thank You is not sufficient as you have
given a new vision by changing our perception.
Sincerely appreciating you.
Thank You so much n looking forward for your cooperation in future.
Amol Pimplekar, CFPCM
India's #Best #Global #Portfolio #Planning, #Wealth Mgmt &
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