Our Vision

Our Vision is to enable the investor combat the sting of Inflation by way of educated investments

Our Mission

Our Mission is to empower Financial Advisor with simple and easy to understand  communication tools in order to help them educate the investor

There is great need for financial awareness and education for people. One of the main reasons people do not engage with mutual funds and other financial instruments is because of the excess of jargon and choices that confuse people.

It is jargon, jargon, jargon, this scheme, that scheme, this scheme everywhere but very little understanding. As a consequence, while there is a lot of “Finance talk” going around, most of it falls on deaf ears. This is the world of finance we live in.
This problem is so acute that some people have handed over their personal finance management in the hands of people of questionable competence and blindly follow their advice.
While knowledge is freely available in a wired world, the manner in which it is available is not simple enough. Hence, despite the many books and publications available, people at large have very little understanding of the financial world.
Clearly there is a world beyond “Savings” and “Fixed Deposits” that people need to know about.

NEXT LEVEL AMBITION BELIEF

At “Next Level Ambition”, we believe it is our duty to invest our time in explaining the concepts of financial planning and financial products. There is a key difference though in how we, at Next Level, see our approach. We shun wrong selling by first creating awareness about it even before we talk about anything else.
“Financial Planning” has been blown up as a subject that is beyond the comprehension of the common man. We have set out to defeat this myth. Our approach has been designed to make financial planning intelligible to the common man so that they are equipped to take educated and informed decisions about their own investment. It is at this juncture that they can venture beyond the world of “Fixed Deposits”, aware of what they are doing and the risks involved.

NEXT LEVEL AMBITION INTENT

Next Level Aanbition‘s intent is to empower people so that nobody ever tricks them into investing in financial instruments that do not serve their life’s objectives. Personal finance is about living a good life and not about goods of life. It is important to know how one should go about setting life’s goals and what one needs to do to attain those goals.

NEXT LEVEL AMBITION SESSIONS

Our sessions are both engaging and interactive in which we talk about

Different asset classes and their purpose (Gold, Real Estate, Debt, Equity)
The need for financial planning.
Changing lifestyle
Changing corporate culture
The opportunity of “second innings” or “second career” in life
The immense advantage in starting early
The magic of compounding
How over a long term even a 3 % incremental returns matters
The need for asset allocation following simple thumb rules
Understanding the risk involved in investments
Understanding the concept of insurance and how to go about it
Various mis-selling strategies one should not fall prey to

We keep our sessions short and interactive to a small audience so that participation and engagement levels are optimum. Hence we prefer restricting audience size to about 30 to 40 only.

The “Get to the Next Level” Sessions are designed for a period of 90 minutes. During the last 30 minutes we get the audience to participate in a quiz that immediately provides evidence of “comprehension”. This unique format is a “Next Level” trademark.

We have done close to 1500 programmes and have touched approximately 70,000 people.

We have also been invited to international locations for delivering our programmes.