Global Summit Anil Jha

About Anil Jha

1) Top Performing Ex-SBA of LIC with Team of Agents in Mumbai, Pune & Delhi. He was the 1st SBA of LIC who not only appointed Advisors outside headquarter but also exhausted upper limit on Recruitment not once but twice.

2) Has appointed 2000 Advisor/ agents in his career spanning 37 years.

3) In 37 years as Dev Officer/SBA with LIC, his unit had 7 TOT qualifiers, 19 COT and

over 65 MDRT qualifiers. This is besides 8 Galaxy Club and 11 Corporate Club members.

4) He was a Visiting faculty at LICs MDC. He conducted

sessions for SBM, CM and Marketing Managers (MM’s) and at many other forums.

5) His Business methodologies are a subject matter of Case Study at India’s most envied

B School ISB, Hyderabad.

6) Successful Investor in bootstrap food start up - Cranberry Foods Pvt Ltd. Started in January 2015.

7) He started Second Startup- Atomic Growth (atomicgrowth.in) in November 2021. He speaks on All Asset Class (NPS, Gold, Equity, Real Estate, Debt, etc), Financial Planning and A to Z of Personal Finance including 3 concepts of FIRE, with customised Modules for Advisors and Agency Managers.

8) Coached over 25000 Insurance Professionals since 2021 in India and Nepal.

9) Conducts effective sessions on productivity hacks and time management to Achieve desired goals MDRT, COT, TOT

10) Specialised training to insurance advisors & Leaders so they can sell to All segments- Middle class to HNIs.

11) Founder at Geld wealth (3rd startup) www.geldwealth.com, Wealth Management Company.

Opportunity to Meet & Learn from

A Unique Search for India’s Most Admired Trainer

Note :- Among all participating trainers, 10 Trainer those who generate the highest audience engagement and revenue collection will be Present in the Event for their Talk. Trainer with Highest audinece engagement and revenue collection will be awarded as the " Financial Industry का सबसे पसंदीदा Trainer "

What You Will Gain at the Global Summit

Learn from India’s Most Respected Trainers
Engage with highly acclaimed trainers from across Mutual Fund, Life Insurance, and General Insurance domains, who will share practical strategies and proven success models.
Meet Emerging Industry Leaders
Discover and connect with new trainers who are shaping the future of the financial advisory space.
Gain Global Perspectives
Learn directly from international top advisors, gaining insights into global best practices that you can adapt to your own business.
Network with Top Advisors
Interact with leading mutual fund, life insurance, and general insurance advisors from across the country—building relationships that can transform your business.
Evolve from Agent to Advisor
This platform helps you transition your identity and practice by equipping you with new skills, broader knowledge, and stronger industry connections.

🗓 Global Summit Schedule

Date: Saturday, 9th May 2026 & Sunday, 10th May 2026
Venue: Mumbai, Chembur , Club Emerald Hotel
Timings: 8:00 AM – 5:00 PM (followed by High Tea)

Daily Schedule (Same for Both Days)

08:00 AM – 09:00 AM
Registration & Breakfast
09:00 AM – 11:00 AM
Learning Sessions • Awards • Entertainment • Networking
11:00 AM – 11:30 AM
Tea Break
11:30 AM – 01:30 PM
Learning Sessions • Awards • Entertainment • Networking
01:30 PM – 02:30 PM
Lunch Break
02:30 PM – 05:00 PM
Learning Sessions • Awards • Entertainment • Networking
05:00 PM onwards
High Tea & Informal Networking

🎟 Event Registration Options

Choose the registration type that best suits your experience:

1. VIP+ Registration ( Only 50 Tickets )

Exclusive seating in the VIP group
A professionally Life Journey Video in interview format (in your city)
BITV “Most Sincere & Consistent Financial & Insurance Advisor” Award
Premium networking opportunities with trainers & top advisors
Breakfast, Lunch & High Tea include

Criteria -

You should have been working full-time in the Financial & Insurance Advisory Business for more than 10 years
& You should fulfill at least one of the following conditions:
your Mutual Fund portfolio should be more than ₹50 Cr,
or your General Insurance annual premium should be more than ₹15 Cr,
or if you are in Life Insurance, you should be achieving TOT

REgistration Not Started yet

2. VIP Registration

Priority seating closer to the stage
Access to networking sessions
1-Month Membership of Fortnight Video-Making Online Club (worth ₹5,000)
Breakfast, Lunch & High Tea included

3. Normal Registration

Standard seating
Access to all learning sessions, awards & entertainment
Delegate kit included
Breakfast, Lunch & High Tea included

4. Online Registration

Live online access to all sessions
Opportunity to interact in Q&A segments
Digital certificate of participation
Criteria -
- All Financial & Insurance Advisors working in Mutual Funds, Life Insurance, or General Insurance are eligible to attend this workshop under any of the above categories.