Join this programme and become successful?

Mr Rawat designed the flagship course and all the programmes based on his PRACTICAL experience as CFO of a Private Bank and running single and multi-family offices for Private Bankers among others. He was paid handsomely by these Private Bankers and he will share with you the services you provided.

Whilst the course covers the technique of on-boarding and client servicing, it also covers skills, organisation and systems required to practice as a PWFO. It discusses business plan, client acquisition and pricing. The course allows the student to learn quickly what took the author many years of hands-on experience to fine-tune. 

The objective is to upskill employees, businessmen or any enough motivated candidate to become upskill.

We propose an alternative practical training solution that will:

• Build on your existing professional experience.

• Provide you with the guidance and confidence to launch into this very rewarding private wealth & family office sector.

• Allow you to start practising immediately.

• Give you the practical workshop experience that has been developed by a practitioner who has actually done it.