About Sanjay Gurnani
BA| CFP | CWM | FIII | IIM Calcutta Alumnus
A dynamic and result-oriented professional, Mr. Sanjay Gurnani is a seasoned leader in the financial services and insurance industry with over three decades of rich experience. A Commerce Graduate with an MBA in Marketing, he is a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM), and a Fellow Member of the Insurance Institute of India (FIII). He also holds the distinguished honor of being an Alumnus of IIM Calcutta, one of India’s most prestigious business schools.
Mr. Gurnani began his illustrious career with LIC of India, where he served for 20 successful years, gaining valuable experience across diverse markets—from rural regions to global territories.
In 2016, driven by a mission to transform and professionalize the advisory community, he embarked on his entrepreneurial journey. Since then, he has trained and mentored over 7,00,000 insurance and investment advisors across India, Australia, Dubai, Singapore, Nepal, Canada, the USA, and many other countries—through impactful online and offline training sessions.
Recognized as a Master in Financial Planning, Mr. Gurnani empowers advisors to become true Financial Doctors—professionals capable of diagnosing clients’ financial health and prescribing comprehensive, goal-based solutions. His teaching style simplifies complex financial concepts into practical tools that drive real business growth.
He also guides advisors in expanding their business globally through innovative NRI Business Strategies, helping them tap into international opportunities confidently. Additionally, through his Corporate and HNI Market Development Course, he equips advisors with high-level skills to serve corporate clients and high-net-worth individuals, opening doors to premium client segments and larger income potential.
Mr. Gurnani’s training methodology stands out for being practical, inspiring, and result-focused, helping thousands achieve prestigious milestones like MDRT, COT, and TOT. His insights are deeply rooted in real-world experience and are known to create measurable improvements in productivity, professionalism, and client engagement.
With a powerful mission to help one million advisors become world-class professionals, Sanjay Gurnani continues to shape the future of financial advisory through his wisdom, discipline, and action-oriented coaching.
His success philosophy is built on three timeless principles:
“Activity generates productivity.” “Repetition is the mother of skill.” “Consistency is the key to success.”
A thought leader, motivator, and mentor to countless professionals, Mr. Sanjay Gurnani stands as a beacon of excellence, transformation, and global vision in the world of financial advisory and wealth creation.
🎟 Event Registration Options
Individual Ticket Rs. 18,000/- Early Bird Offer Rs. 12,000/-
Breakfast, Lunch & High Tea included
Group of 10 Package Rs. 1,80,000/- Early Bird Offer Rs. 77,000/-
Breakfast, Lunch & High Tea included
What You Will Gain at the Global Summit
Learn from India’s Most Respected Trainers & Speakers of Insurance Industry
Get the Most Powerful Prospecting Tool
Get Personal Professional Tele caller to Create Prospects through BITV Prospecting Tool
Network with Top Advisors
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 & Breakfast09:00 AM – 11:00 AM
Learning Sessions • Awards • Entertainment • Networking11:00 AM – 11:30 AM
Tea Break11:30 AM – 01:30 PM
Learning Sessions • Awards • Entertainment • Networking01:30 PM – 02:30 PM
Lunch Break02:30 PM – 05:00 PM
Learning Sessions • Awards • Entertainment • Networking05:00 PM onwards
High Tea & Informal Networking
A Look Back: Past Global Summit Moments
