Book your Learning Session

One-on-One CRM Learning Sessions for MFDs

Personalized. Practical. Powerful.

Learn how to set up and use your CRM from scratch — directly with Mr. Paritosh Pandya, a CRM consultant who has helped over 200+ mutual fund distributors streamline their businesses.

Each plan (Bronze, Silver, Gold, Platinum) includes 1 to 6 one-on-one Live Sessions tailored to your needs — from basic setup to advanced automation, dashboards, and team integration.

Learning Sessions

CRM for MFDs - Bronze Plan - 1 Session

CRM for MFDs - Bronze Plan - 1 Session

Bronze CRM Implementation Package

Rs.14,999.00 Rs.20,000.00

CRM for MFDs - 2 Super Learning Sessions (Silver Plan)

CRM for MFDs - 2 Super Learning Sessions (Silver Plan)

Silver CRM Implementation Package

Rs.19,999.00 Rs.25,000.00

CRM for MFDs - 4 Super Learning Sessions (Gold Plan)

CRM for MFDs - 4 Super Learning Sessions (Gold Plan)

Gold CRM Implementation Package

Rs.24,999.00 Rs.30,000.00

CRM for MFDs - 6 Super Learning Sessions (Platinum Plan)

CRM for MFDs - 6 Super Learning Sessions (Platinum Plan)

Platinum CRM Implementation Package

Rs.29,999.00 Rs.35,000.00

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