Join Free Webinar on Comprehensive Financial Planning in Gujarati
Master the Art of
Financial Planning
Learn how to build a Comprehensive Financial Plan - In Gujarati
Why Participate in this Webinar?
Are you a Mutual Fund Distributor, Financial Advisor, Wealth Manager, Chartered Accountant (CA), Investment Advisor, or HNI Investor’s Advisor looking to enhance your financial planning skills?
In today’s evolving financial landscape, having a deep understanding of financial planning is crucial to guiding clients effectively. This power-packed webinar will take you through the key principles and strategies of a full-fledged financial plan—ensuring you can add more value to your clients and elevate your professional expertise.
Still Wondering If the Webinar is for YOU?
Elevate your existing wealth advisory business by adding financial planning
Learning financial planning will also elevate your confidence to talk to new and existing clients
Distinguishing yourself in a fiercely competitive advisory space.
Implementing techniques systematically plan and execute the finances.
Attaining growth, gaining recognition, and receiving due value for your skills.
Deploying strategic approaches to ensure continual professional advancement.
Darshana Shah, CFP ®
Certified Financial Planner ®
NISM Certified Retirement Advisor
Master of Commerce (Finance)
With 7+ years in the financial industry, Darshana Shah is a Certified Financial Planner (CFP), she offers personalized financial solutions and portfolio management. She also serves as a Mentor at SUNYTA
Darshana has guided over 150 families across India and abroad toward financial independence through her strategic, client-centric approach..
Key Strengths:
- Holistic Financial Expertise in investments, tax planning, retirement, and wealth creation
- Personalized, Goal-Oriented Planning aligned with clients' unique needs and aspirations
- Clear Communication & Trust Building through transparent, engaging advice
- Tech-Enabled, Emotionally Intelligent Guidance for smart and stable decision-making
7+
Years of Experience
500+
Clients Served
15+
Cities serviced
100+
No. of speeches given
learn To build a Comprehensive Financial Plan
Free ₹1,999
Join to get a complete understanding on Comprehensive financial planning.
Learn how comprehensive financial planning is different from single goal based planning
Not a template based financial plan
Note: No exceptions would be made beyond the offer expiry date. The prices would go up and no free bonuses
What you'll get...
Learn how to build a comprehensive financial plan and all its important components
Motivate yourself to become a Single product advisor or distributor to a full fledge financial planner.
Learn to integrate different components of financial planning together
Gain more value, respect, and recognition for your existing clients and gain new client with confidence.
And bonuses too...
Our strategies on financial planning
Tools to help you start
Pro Tips to Grow
Premium support
Frequently Asked Questions
We generally don't encourage giving those recordings but if you attend the webinar, we will provide you with the Webinar recording for a limited time.
After a huge demand from our existing students, we have come up with this special webinar on financial planning in Gujarati!
SunYta is a new age education platform focusing on financial education. We are focused on providing quality education on financial planning, SIF, PMS, AIF, Mutual funds and many other program. Do check out our website for more info.