" Why I QUIT NRI Banker Job " by Mr. Mannuval Xevier, CFP
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Transcript of " Why I QUIT NRI Banker Job " by Mr. Mannuval Xevier, CFP
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MANNUVAL XAVIER CFP CM
Financial Planner , Sinhasi consultancy, Bangalore.
BSc Botany , MBA, CFP CM
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Experience
8 years experience in financial industry
NRI banking
Insurance
Financial Planning
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BIGGEST ACHIEVEMENT
Clearing CFP final Examination in 1st attempt with 2 hrs 45 minutes .
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My journey
BSc CFPCM
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Why I decided to become a CFP?
The financial institutions India giving correct guidance to the client?
Are we buying correct financial products for our self?
Being a banker am I doing justice to my clients ?
Should I continue being the same ?
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How I met Keyur Sir
The magic of 5 step process
Understating the basics of financial products and fin Understating the j basics of financial products and financial planning.
Role of Keyur Shah making me a CFP
Cleared CFP final examination in 1st attempt with 2 hrs 45 minutes . What helped me to Do
this.
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BENEFIT S
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Biggest benefit
The biggest benefit of being a CFP is bringing financial discipline to
your personal life.
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CFP is big door towards huge career.
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PROFESSORIALLY NOW I AM MANAGING PORTFOLIOS OF
SOME OF THE BIGGEST NAMES IN INDIA
[MD’S CFO’S AND OTHER ULTRA HNI’S]
ONLY BECAUSE I AM CFP.
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A BIG THANKS TO KEYUR SIR, FOR ALL THE SUPPORT
HE HAS GIVE ME TO BECOME CFP.
Thank you