Kaushik Sen Libri

Worldwide, financial distribution and advisory business, or wealth management business, is a very prestigious and rewarding business, and it has huge career prospect. In this book key aspects like prospecting, presenting, objection handling, closing and up-selling have been presented with practical clarity. Also certain sales pitches and sample speeches have been provided.In India, financial distribution business has been a widely practised profession. Life insurance agency or stock broking has been age old professions. Mutual fund agency has also become very popular career. Financial distribution business comprises all the above and many more. So it is a vast profession, and requires a lot of expertise.Overall this book provides necessary guidance to learn and excel, for all existing and upcoming financial distributors or wealth managers.

About the bookCurrently the world has been hit by Covid-19 pandemic. Future is uncertain. Stock markets are volatile. Bank interests are falling. Gold prices are rising. Real estate prices are falling. Also default risks are high. So where does one invest his or her savings.In the volatile stock markets, which is the correct time to buy, and which is the correct time to take profits. With falling fixed deposits interest rates, are life insurance policies better long term investment tools. Or should life insurance be treated as protection tool only. This book tries to answer all these queries in the mind of a common investor. Also in this book, small but important ideas have been provided, which can help an individual to create real wealth.Overall the main objective of this book is to help common individuals to multiply their wealth.About the authorKaushik Sen, has been working in the financial markets since 1995. He completed his MBA Degree, with finance as specialisation, in first class, from Pune University. He has worked as Area Manager at Bonanza Portfoilio Limited ( A stock broking firm ) for a brief period. He has also studied technical analysis and fundamental analysis and has been stock market Analyst and was also a member of Association of Technical Market Analysts (ATMA).