Your Pathway to Financial Mastery

Empowering Holistic Financial Knowledge and Skills

About Financial Clinik Academy

Financial Clinik Academy is an integrated platform committed to empowering people to gain financial knowledge and proficient skills. Whether an individual is looking to enhance their finance skills, start a career in financial services, or learn more about complex financial topics, our holistic programs are designed to help you achieve your goals.

Courses

Need Base Recommendation

Basic

20

5.0

MDRT Factory

Basic

20

5.0

Financial Education

Basic

20

5.0

Recruitment Factory

Basic

20

5.0

Hight Impact Presentation

Basic

20

5.0

Enroll for FREE Orientation Today!

Course Curriculum

Explore our comprehensive curriculum where each level is tailored to specific subjects of financial intricacies.

Year 1: Foundational Program

A foundation course is a basic or introductory program designed to teach the fundamental concepts of a subject. It's often aimed at beginners to give them the essential knowledge and skills they need before moving on to more advanced topics.

Year 2: Advance Program

An "advanced course" in simple words refers to a class or training designed for people who already have a good understanding or experience in a subject. It goes beyond the basics and teaches more complex or in-depth information to help participants improve their skills or knowledge further.

Year 3: Master Program

A "master course" in simple words is an advanced or comprehensive course that provides deep, expert-level knowledge and skills in a specific subject. It usually covers a topic in great detail and is designed for people who want to gain a high level of expertise.

Who Can Choose the Program?

The integrated financial programs are open for all financial enthusiasts who are
looking forward to upskilling, starting a career or simply learn.

Graduates

Seeking to launch their careers in a dynamic and rewarding field can benefit from our comprehensive training programs.

Taxpayers

Interested in expanding their financial knowledge and making informed investment decisions can enroll in our courses to gain valuable insights.

Existing Financial Agents

Looking to enhance their expertise and advance their careers can take advantage of our specialized training programs.

Professionals

With relevant experience who want to transition into the financial services industry can leverage our tailored courses to acquire the necessary skills.

Offered Licenses

IC38 (Standalone & Composite License)

NISM Examination to become Mutual Fund Distributor

Portfolio Management Services

Chief Insurance Advisor (CIA)

All Basics & Advanced Certification to do Comprehensive Financial Planning

Skills You Will Gain

The holistic program not only ensures that you are equipped with financial tools but also learn and implement crucial financial aspects effortlessly.

Meet Our Skilled and Experienced Members

Bhagyesh Shah

Financial Wellness Coach | COT

B.Com, MDP – IIM, Wealth Management in Insurance Management, AMFI

23+ Years of experience in the financial services industry with groups like LIC, Tata, Star & all major Financial Institutions

Harshal Kothari

International Certified Financial Coach | Trainer | COT

MBA, B.Com, MDP – IIM, FLMI, AIII,

Portfolio Management Service – NISM Insurance & Wealth Management.

22+ Years of corporate experience with groups like ICICI, Tata & Bajaj

Trained 25000 + Learners in BFSI

Bhushan Shah

CEO

Bhushan Shah, a seasoned CEO with an M.Com background, boasts certifications in Financial Blueprint, Business Risk Management, Wealth & Portfolio Management, and Diversified Portfolio Management. His expertise ensures strategic financial planning and risk mitigation, driving business success. With a robust background of 15 years across industries such as Asset management, Insurance and Information Technology, he also offers more than 7 years of invaluable Leadership experience.

Jui Garwaliya

Manager

Shubham Shah

Assistant Manager

Let's Talk About Numbers

Cities, led by
industry leaders
0 +
MDRT (Million Dollar
Round Table) to date
0 +
COT (Court of the Table) to date
0 +

Success Stories

Our comprehensive program has empowered many individuals to successfully implement
effective financial strategies. Join us and become part of these success stories!

A New Venture is
Around the Corner!

Stay Tuned!

Financial Clinik New Office,
CTS 4287 , 4th Floor , Sardar Gawade Commercial Complex, Near Kalika Mata Temple, Pimpri Chinchwad Link Road, Above Vodafone Showroom, Tanajinagar, Chinchwad, Pune 411033