Financial Wellness Coach

I am proud to share that 500+ MFDs who attended my CFP Coaching have today successfully built ₹100+ Crore AUM businesses.

A journey of consistent learning, discipline, and long-term wealth creation—truly fulfilling to witness their growth and success.

🚨 ₹411+ Lakh Crore in India’s Landscape

India’s (Bond & FD) ecosystem is massive - offers lower interest rates 6% to 8% pa and Higher Taxation upto 40% leads to Post-TAX returns 4% to 6% pa.

📊 (2026)

🔹 Debt Mutual Funds: ₹6+ Lakh Cr

• Corporate Bond Funds – ₹2 Lakh Cr
• Banking & PSU Funds – ₹2 Lakh Cr
• Duration & Credit Risk Funds – ₹2 Lakh Cr

🔹 Arbitrage Funds: ₹3+ Lakh Cr

🔹 Corporate FDs: ₹2+ Lakh Cr

🔹 Corporate Bonds Market: ₹50+ Lakh Cr

🔹 Government Securities (G-Secs): ₹150+ Lakh Cr

🔹 Bank Fixed Deposits: ₹200+ Lakh Cr

🚀 Introducing – Hybrid Funds - (Investment Strategy -Conservative) - Designed for Modern Investors.

✅ Target Risk: Bond+
✅ : 9% to 10% p.a.
👉 Alpha Potential: 2% to 3% over traditional debt over period of 2 years.

✅ :
👉 12.5% LTCG (after 1 year)
Vs 👉 Up to 40% tax in traditional FD / bonds

Finally, It offers Higher expected returns 7% to 9% pa Vs Bond / FD 4% to 6% pa over a period of 2 years with bond+ Risk.

🎯 Why This Matters for You & Your Clients

✔ Ideal for Mass Affluent / HNI / Corporate Treasuries
✔ Better risk-managed returns vs traditional debt
✔ Smart alternative to FDs, Bonds & Low-yield products

🧠 with

📺 Watch 2-Hour Deep Dive by Keyur Shah:

https://lnkd.in/djwuWquB

📅 Join Our Weekly Online Strategy Session

🔗 Register here:
https://lnkd.in/dAzDwFvP

💬 Join

https://lnkd.in/gFE92kmS

🤝 Let’s empower clients with smarter, forward-looking, risk-managed investment solutions.

For queries & Business Development Support
📞 +91 91673 62201

Keyur Shah, CFA, CFP
Head – SIF Category
Prudent CAS Ltd.✅

: Shift from ₹5 Cr to ₹25 Cr SIF AUM in the next 24 months

👉 Join

Let's grow together.

https://chat.whatsapp.com/HstAOh4a8vX6GZmd10QzSz

🚀 the !

Industry AUM
📈 Month 1: ₹2000+ Cr
📈 Month 2: ₹3000+ Cr

Be a pioneer and maximize this opportunity.

Join our exclusive - Business Opportunity Presentation ( ) & NISM Common Derivatives Certification exam queries solving online sessions- 2pm to 4pm.

​Speaker:
Keyur Shah, CFA, CFP
Head – SIF Category
Prudent CAS Ltd.

Day:
Every Monday

⏰ Time:
2:00 PM – 4:00 PM

​👇 Click to Register

https://lnkd.in/gKnGvaCh

​Meeting ID: 865 3838 9567 | Passcode: 027306

We look forward to your active participation!

Regards,
Team Prudent

🚀 Why Alternate Products (SIF, PMS, AIF & GIFT IFSC) are most likely to Grow 300% Faster than Mutual Funds in the Next Decade

#disclaimer | KEYUR SHAH, CFA, CFP, MBA 🚀 Why Alternate Products (SIF, PMS, AIF & GIFT IFSC) are most likely to Grow 300% Faster than Mutual Funds in the Next Decade 🇮🇳 1️⃣ The 80:20 Wealth Principle 20% of Individual Investors own 80% of industry AUM. As investor wealth crosses ₹1 crore, the need for diversification and hi...

Wishing You & Your family Healthy, Joyful, Peaceful & Blissful Happy Diwali & Wealthy New Year.

“Proud to begin my 15th year as a Professional.

This journey has been shaped by trust, learning, and growth. As I step into this new chapter, my focus remains to educate, empower, and enable families to plan their life goals with confidence, and to work towards true financial freedom.

Through my unique ‘ ’ approach, I aim to simplify complex decisions, provide clarity, and create lasting impact in the years ahead.”



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