Programmes · Pillar 2 - Product & Technical Depth

Investment Concepts & Products - The Full Universe

The complete landscape - MF, PMS, AIFs, structured products, unlisted, GIFT City, SIFs and bonds.

Who it is for

RMs who need product depth that earns the respect of sophisticated HNI clients.

What your team will be able to do
  • Understand the full investment universe and where each product fits
  • Compare MF, PMS, AIFs, SIFs, structured products, unlisted shares and bonds
  • Explain risks, costs and suitability clearly to clients
  • Recommend on client need, not commission

Format

  • Half-day workshop, in-person
  • Recommended batch: 25-40 participants
  • Tailored to your products, client segments and compliance guardrails
  • Every session is designed and delivered personally by Abhijit Bhave
  • Video reinforcement: Season 3 - Investment Solutions →

Enquire about this programme

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