Learn how to Become a Wealth Mutual Fund Business Owner
- with Sunita Rao, CFA
Co Founder at SunYta | Wealth Coach
Did you always wanted to
Become a Wealth Advisor?
Learn
Learn what you need to know before you become a wealth advisor in Mutual Fund Industry
Apply
Find out when can you or your client can achieve Financial Freedom by Investments in MF
Advise
Be a master of Mutual Fund consulting by getting a license and create a huge AUM
What will you learn ?
Build Your MF Business
Who is this masterclass for ?
Working Professionals
Who want to add a new stream of income that you can make the out of your existing network
Business Owners
Who want to provide their clients with new products that compliments your existing business.
Students
Who want to explore the Mutual fund businesses and learn about investing! Starting young is always good.
Sunita Rao, CFA
Co Founder at SunYta | Wealth Coach
Fellowship in Life Insurance | Arbitrator
Meet your Mentor
I am a Chartered Financial Analyst ,
Fellowship in Life Insurance and an
Arbitrator by profession with an
experience of over 15 years in the
field of financial consulting and
training. I have trained over 10000+
students including senior bankers,
CFO, investment bankers from top
organizations across the world.
Qualifications
- Chartered Financial Analyst
- Fellowship in Life Insurance
- Arbitrator empaneled with Indian Council of Arbitration.
Subject Matter Expert
- Financial Planning (CFP)
- Alternate Investment Funds
- Portfolio Management Services
- Investment Advisory
- Mutual Funds
10000+
Students
25+
Financial Program
200+
Corporate Trainings
Trained at
“Some people dream of success while other people get up every morning and make it happen.”
— Wayne Huizenga