Training Services by Raag Vamdatt

What kind of trainings do I provide?

Training Topics

I provide training on various aspects related to personal finance. The topics cover the entire spectrum of personal finance:

• Fundamentals of investment
• Investment (stocks, MFs, ULIPs, real estate, etc)
• Income tax
• Insurance (Life and Non-Life, including term, ULIPs, endowment, health, etc)
• Loans (Home, personal, etc)
• Bullion (Gold, and Gold ETFs)

Training Structure

The trainings can be tailor-made to suit the requirements of your audience - we can design the agenda together.

Or, it can be one of the standard trainings that I provide:

• Basics of personal finance
• Income tax for salaried individuals
• How to buy life insurance?
• How to plan your investments?
• and more...

Corporates

Training for employees

Training about basic financial matters that your employees encounter in their day-to-day lives would really help them get a good hold of their finances. It would also help them understand various financial products available in the market - which would result in better financial decisions!

Therefore, these trainings would be perfect for your employees.

Ideal candidates for such trainings would be employees of Information Technology (IT) companies, Business Processing Outsourcing (BPO) companies, Retail Chains, etc.

Training for field staff

If you are a company operating in the field of personal finance, you would know that being knowledgeable about the basics of personal finance and the basics of your product is extremely important for your field staff.

For example, if you are an insurance company, your agents should not only be knowledgeable about your specific product, but also about insurance products in general (and how your product compares with the other options). They should also be familiar with the basics (risk analysis, asset allocation, etc).

I can provide specific training to your field staff so that they are armed with the knowledge to guide your customers better. This would straightaway translate into satisfied customers, which means more sales for you!

Important note

If you are an employee of an organization or are part of the sales force of a company, and you think you and your colleagues can benefit from a training by me, please let me know and I would get in touch with your HR department. Alternatively, you can ask your HR department to reach out to me.

Contact me

If this interests you, please reach out to me at info@raagvamdatt.com or through the "Contact Us" page.

Educational Institutions

I am available to provide training on personal finance topics to students - the best candidates for such a training would be institutes offering BBA, MBA or BCom courses. Of course, I am open to providing such training to students of other courses as well.

I am also available to serve as a guest faculty or guest lecturer in your institute.

If this interests you, please reach out to me at info@raagvamdatt.com or through the "Contact Us" page.