Platinum CRM Implementation Package
Details:
6 personalized one-on-one sessions (60 minutes each)
Full-scale CRM setup, training, and ongoing handholding
Sessions booked flexibly via Mr. Paritosh Pandya’s calendar

Description:
For MFDs who want end-to-end CRM success, the Platinum Package is the most comprehensive option. With 6 one-on-one sessions, CRM mentor Mr. Paritosh Pandya becomes your strategic partner—guiding setup, automation, team onboarding, reporting, upselling systems, and more. Get dedicated, actionable support with the flexibility to schedule sessions as you go. Ideal for those aiming to scale their business and build a tech-powered advisory.