Feature Name Description View
Thought of the Day Get regular motivational messages from Brijesh
Membership Become a Member
MF Research Comprehensive MF Research at lightning fast speed.
Premium Reports Create more Investment proposals for clients with personal branding
Client Communication Messages Improve your engagement with clients with these readymade messages.
Welcome Letter Engage with Clients better, use these Welcome Letter
Sales Presenters Create awesome presentations instantly with your personal branding.
Client Proposals Create investment proposals for clients with personal branding.
Marketing Banners Download eye catching promotional banners with your personal branding.
Marketing Videos Download Marketing Videos with your personal branding.
Trail Calculators Check your business planning through power trail calculators.
Premade Sales Presenters Download pre-made client presentations on various products / solutions.
Mock Exams These exam will test your knowledge on various subjects and help you learn too.
Article Article written by Brijesh Dalmia
Industry News Various type of Industry News
Blog Read small blog by Brijesh
Client Objection Client have so many objections. Learn how to handle them better
Product Suitability Product suitability solution by Brijesh Dalmia
Short Videos Watch short video by Brijesh
Success Stories Read success stories of fellow MFDs
Book Recomendation Book Recommendations by Brijesh Dalmia
Join WhatsApp Broadcast Join Brijesh Dalmia WhatsApp Broadcast
Business FAQ Hundreds of business development questions answered by Brijesh
Product FAQ Increase your knowledge on various financial products
Download Tools Download several tools to manage your practice.