Unlock the Power of Efficiency and Growth: Transform Your Financial Business with Expert Guidance and Proven Systems.

Are you an insurance advisor, mutual fund advisor, stock broker, or real estate advisor in India looking to take your business to the next level? Do you struggle with scalability and organization, feeling like you’re always playing catch-up with administrative tasks and lacking a clear plan for growth?

Our business consultancy course is designed specifically for financial sector professionals like you, who want to achieve greater efficiency and sustainable growth through expert guidance and proven systems. Led by a financial sector professional with over 20 years of experience, this course will equip you with the knowledge and tools to streamline your operations, build a solid foundation for growth, and position yourself for long-term success.

Through a series of comprehensive modules, you’ll learn how to develop and implement effective systems and processes that will help you optimize your business operations, reduce inefficiencies, and enhance customer experiences. From marketing and lead generation to client management and financial planning, you’ll gain a deep understanding of the key drivers of success in the financial sector and how to leverage them for your own business.

Whether you’re a seasoned advisor looking to take your practice to the next level or a new entrant in the financial sector seeking to establish a strong foothold, this course will provide you with the knowledge, skills, and confidence you need to achieve your goals and thrive in the competitive Indian market

This course will give you:

  • A better mindset for success and growth that overcomes anxiety and procrastination
  • Tools, techniques and strategies that will help you get started and scale your business 
  • Proven systems and processes that will help you achieve financial independence
  • A complete roadmap to start and grow your business with the help of Dr Deepakk V Naik, a financial consultant with over 20 years of experience
  • 5 modules that cover personal development, process development, team building, client servicing and time management. Starting with a Neuro-Linguistic Program that allows you to curate the right mindset for growth.

About Dr. Deepakk V. Naik

Dr. Deepakk V Naik is a professionally trained Doctor B.A.M.S with over 20 years of experience in the financial sector, including insurance, mutual funds, and real estate. He has extensive experience in managing large teams of advisors and has identified a gap in the market for financial advisors in India who lack the proper guidance, systems, and processes to reach their full potential. This led him to create a comprehensive course that focuses on equipping financial advisors with the tools they need to succeed, while also fostering the right mindset and professionalism required for growth. Unlike other motivational speakers in the space, Dr. Naik’s course offers practical solutions that help financial advisors achieve long-term success.


  1. Mindset and Goal Setting
  2. Lead Management, Client Onboarding, and Marketing
  3. Team Building for Effective Sales, Recruitment, and Back Office Teams
  4. Client Servicing for Providing Higher Level of Service
  5. Time Management, Grooming, Self-Development, and Creating an Action Plan