Wealth & NBFCs

Stop Pushing Products.

Start Managing Wealth.

In a market saturated with "investment options," the only differentiator is Trust. We train Wealth Managers and Loan Officers to act as fiduciaries and consultants, securing long-term Assets Under Management (AUM).

The "Commodity" Crisis

Loans and SIPs are commodities. If your team sells on rate or returns alone, you will lose to the cheapest competitor or the newest App.

Transaction Focus

RMs focus on closing "this month's target" rather than understanding the client's 10-year goal.

Referral Drought

Clients don't refer salespeople; they refer advisors. Your team lacks the advisory positioning to generate referrals.

HNI Intimidation

Younger RMs struggle to confidently engage with High Net-Worth Individuals (HNIs) and business owners.

Consultative Financial Selling

Goal-Based Selling

Shifting the pitch from "This fund gave 15% returns" to "This strategy secures your daughter's education."

The Referral Engine

Systematic scripts and timing for asking for referrals from existing happy clients without being pushy.

Selling to HNIs

Soft-skills and grooming training to help RMs hold their ground in boardrooms and exclusive clubs.

NBFC Success

“Our Loan Against Property (LAP) team was competing on interest rates. Sales Fundas trained them to sell ‘Liquidity Solutions’ to business owners. Our conversion rate improved by 22% while maintaining our margins.”

— Sales Head, Mid-Sized NBFC

Secure the Assets. Keep the Clients.

Equip your team with the advisory skills needed to win in today's financial market.