Financial Professional Development
Available across Bengaluru
We train people to become ethical, client-first financial advisors through hands-on programs for women and advisors, focusing on real skills and honest mentorship.
Pricing Guide
LIC Agent Registration & Launchpad
Regulatory & Portal Management
- IRDAI Registration: Complete handling of data entry and document upload on the official LIC portal.
- Exam Slot Booking: Coordination and payment of fees for the NSEIT pre-licensing exam center.
- License Processing: Backend support for generating the agency code upon passing.
Study Aids & Training
- Mandatory Training: Access to the required 25-hour pre-licensing module (online or offline guidance).
- Physical Material: Provision of the standard 'IC-38' exam guide book (English or Kannada).
- Exam Prep: A focused review session covering common questions and mock test analysis.
Career Foundation
- Goal Setting: A 30-minute reality check session to establish income targets and commission understanding.
- App Setup: Configuration of the agent application for business tracking.
- Stipend Guidance: Specific consulting on accessing additional stipends and welfare benefits for eligible applicants.
Full-Day Advanced Advisory Workshop
Curriculum Breakdown
- Duration: 9-hour intensive session (approx. 9:00 AM to 6:00 PM).
- Core Strategy: Training on shifting from transactional sales to 'Financial Doctor' methodology.
- Digital Tools: Specialized module on using social media and CRM tools for client retention.
- Interactive Q&A: Open floor segment to address specific tough client cases.
Workshop Essentials
- Course Material: Spiral-bound workbook containing scripts, templates, and frameworks.
- Catering: Full working lunch (South Indian buffet) plus morning and evening tea/coffee service.
- Recognition: Issuance of a Certificate of Participation for professional portfolios.
Implementation Support
- Review Call: A scheduled 15-minute follow-up after 30 days to track strategy implementation.
- Peer Group: Access to an alumni network for ongoing peer learning.
Corporate Sales Motivation & MDRT Keynote
Session Content
- Core Theme: 'Breaking Records' focused on MDRT achievement and overcoming rejection fear.
- Format: 2 to 3-hour high-energy interactive session suitable for 20 to 100+ agents.
- Delivery: Bilingual presentation (English/Kannada) to maximize team connection.
- Hot Seat: A dedicated 30-minute segment for agents to ask direct questions on handling objections.
Strategic Alignment
- Pre-Event Consult: Discussion with Branch leadership to identify specific morale or performance gaps.
- Ethical Focus: Mandatory segment on customer-centricity and long-term retention strategies.
Logistics
- Travel: Includes local travel costs within Bangalore Urban/Rural districts.
- Equipment: Speaker provides presentation deck and laptop; venue provides audio-visual setup.
About Financial Professional Development
Why I Do This
Bharatdalli, kashta sathya idu - only about 27% of people really understand financial matters. Most families collapse not because of fate but because of poor money decisions. I’m determined to change this, one professional at a time. I care more about honesty than sweet talk.
What I Offer
I pick and train people who want to be financial guardians, not just salespeople. Here’s how I do it:
- Bima Sakhi Program for Women: If you’re a homemaker, student, or just want to stand on your own feet, this LIC-backed path is for you. You get flexibility, a stipend, and a chance to build a real career in financial services.
- 360° Advisor Excellence: For advisors who want to be more than product pushers. My sessions are intense, sometimes 9+ hours, and focus on ethical financial advisory skills, digital tools, and holistic wealth management training.
- Motivation & Mentorship: With 30 years of ups and downs, I share stories that textbooks miss. I know the stress, I know the rewards.
What Matters Most
- Full honesty. No hiding facts or sugar-coating
- Always put client’s goals first, not your own targets
- Respect for client privacy, always
- Empathy – always try to see through the client’s eyes
My Promise
I started this journey hungry for a better life. Now, I want to help you find purpose and pride in this field. Change is tough, but it’s the only way to grow. I had mentors who shaped me – now, let me pass that on to you.
Meet your Expert
Cauvery Associates
My Story
Started way back in 1994, hungry for a better life for my family. Back then, no mobiles, just landlines and chasing clients with directions like 'near the panipuri shop'—if the shop shut, toh gaya (then I was lost)! MDRT 2005 was a big moment, counting numbers till the last day. My mentor, Mr. Appachu, always checked on me. Family has sacrificed, so sometimes I just pack up and escape Bangalore for a bit. Yoga, instrumental music, and just chatting with clients—that's how I recharge. Learnt a lot from them.
My Work
All-in-one Financial Services - We cover financial planning, mutual funds, SIPs, insurance, retirement, tax, wealth management, and even loans. Custom investment portfolio for every client.
Your Financial Doctor in Bangalore - We don’t push products. We listen, diagnose, and give real advice—just like a doctor, but for your money.
Honest, Transparent Advice - No sugar-coating. We stay customer-first, always giving transparent insurance advice and realistic plans.
Legacy & Long-term Care - We keep checking in as life changes. Now, my son Harshit is with us, so our holistic wealth management covers your family for years.