What does scale-up mean to you? Is it more income, better clientele, your own business? You can have it all and more…

Here’s our free seminar on

“How to scale up your financial advisory practice”- 4 Easy Hacks!
Trainer: Harish Barke CFPCM
Unlock your business today!

Who should attend ?

  • Beginner and Aspiring financial advisors.
  • Financial advisors in their growing stage who want to
    implement new skills and techniques.
  • Fresh Graduates who want to start off their careers.
  • The ones willing to switch careers.

How Will You Benefit?

Learn Hacks for,

  • Surviving in the competitive market
  • Sustaining in the long run
  • Increasing Productivity using the right actionable
  • Growing in the digital age

From the Trainer’s desk

My training company “ADVISOR PAATHSHALA” guides and coaches budding financial professionals & executives in the areas of practice management, financial planning and wealth management. The objective is to magnify their influence, success and wealth to make an impact not only on their lives but also to the lives of many others including their client’s.

ADVISOR PAATHSHALA’s mission is to spread financial literacy across the country and to make it happen we need to empower young and dynamic financial advisors who can reach out to the public at large. That is why we chose to impart education in the form of advising, consulting, mentoring, coaching and training.

I have been featured on the CNBC Awaaz channel and quoted several times in the Economic Times. I have conducted several Investor Education Seminars for various companies and educational institutions.

I have more than 10 years + experience in the field of financial planning and wealth management. In my previous role as Head of Financial Planning business, I have been instrumental in creating an online Financial Planning portal that makes customized financial plans without the need for any human intervention.

My strongest qualifications include Chartered Wealth Manager (CWM) and Certified Financial Planner (CFP) certifications. I am also a Fellow member of Insurance Institute of India. I have done MBA in Finance and completed CA Intermediate.