What Our Clients Say About Us

  • Amit Tripathy

    Head Preferred Business, Anand Rathi

    "Our Preferred Relationship Managers have undergone CIEL's Wealth Management Certifications at both the Basic and Advance levels. The coverage of both the programs is quite exhaustive, covering multiple asset classes and product categories, within the framework of asset allocation and portfolio construction. Our positive feedback is an endorsement of the fact that CIEL's strength clearly lies in giving a practical twist to the technical concepts and making the content relevant to the job profile. We'd like to especially mention the case studies interspersed in the course that we found especially relevant to profile of our preferred team. Such application-orientation to the content goes a long way in re-enforcing the concepts and sets CIEL apart."

  • Sriram Iyer

    CEO, Religare Private Wealth

    "We have had a long standing association with CIEL starting with class room training sessions delivered by Uma Shashikant in 2011 for all our wealth managers across markets. Last year, in keeping with our credo of knowledge in action, we tied up with CIEL for ongoing year round engagement using their online knowledge sharing and testing modules. Our continued association with CIEL has ensured that our employees are constantly updated on various topical developments on a real time basis. The various modules designed and delivered by CIEL through classroom sessions and ongoing monthly interventions ensured that our wealth managers were equipped to undergo the Wealth Management Advance certification exam which was conducted this year. We are very proud of the fact that our employees were first off the block to be certified among their peers in the Wealth Management industry. Being Wealth Management Certified (Advance level) will aid wealth managers understand the impact of macro-economic events and market dynamics, risk return, asset allocation and a thorough understanding of various products and asset classes. This is probably the only industry certification of merit, taking practical nuances in to account during design and delivery."

  • Himadri Chatterjee

    Senior Partner, IIFL Private Wealth Management

    "The tax training (Module 1) conducted by CIEL provided a useful reiteration of basic tax concepts for our frontline Private Bankers. We found the CIEL team to be flexible while designing the content, which made the training sessions very relevant for the audience. In our estimation, our frontline private bankers are now better equipped to deal with taxation queries of our clients. The trainer was knowledgable and was able to keep the participants engaged through a long session."

  • Roohul Haq

    Talent Management & OD, TE Connectivity India

    "The program on -Financial Planning was one of the first initiative for empowering our Women employees (iDiva forum) towards financial literacy and inclusion. It was coordinated by CIEL. The session was an eye-opener for many of our colleagues and we got very positive , healthy and stupendous feedback on the training content, delivery and effectiveness. 3 cheers to CIEL for imparting the session in a very simplistic, effective way laced with humor for the most part. Wish the team at CIEL all the success - on increasing financial inclusion and knowledge wholeheartedly across every segment of the society & in our organization particularly. Thank you once again."