“Advisor One—Industry First All-in-One Business Tools Platform for Insurance and Financial Sales Professionals.
75+ Tools on Marketing, Sales, Financial Planning & Client Management
“Because your clients deserve the best version of YOU.”
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You’ve worked hard to build your career in financial services. But let’s be honest—
You’ve worked hard to build your career in financial services. But let’s be honest—
👉 Marketing is changing every day.
👉 Clients expect more value, more trust, and instant solutions.
👉 Competition is tougher than ever.
That’s where Advisor One steps in.
Advisor One membership portal is designed exclusively for insurance consultants, financial advisors, mutual fund distributors, sales professionals & team leaders in India.
For the first time, you’ll get EVERYTHING you need to grow your career, attract clients, close more sales, and deliver WOW experiences—all on one platform.
What’s In It For YOU (WIFM)?
What’s In It For YOU (WIFM)?
Save Time & Money
No need to buy multiple apps, tools, or services. Advisor One gives you an all-in-one solution at a fraction of the cost.
Attract More Clients
With ready-made digital tools, websites, and unique services that position you as a trusted expert.
Sell Without Selling
Access 20+ proven sales tools, scripts, and strategies that simplify prospecting & closing.
Stand Out from the Crowd
Offer unique, free value-added services your competitors can’t match.
Become the GO-TO Advisor
Use our financial education, calculators, and planning tools to win trust & long-term clients.
Never Stop Growing
Get live & recorded training sessions from India’s leading Sales & Career Coach with 25+ years of experience (yes, Bobby Jibal himself ✨).
Financial Sales System - Sales Flywheel
All the tech, tools & training in one platform
All the tech, tools & training in one platform
Premium Solutions
Premium Solutions
Offer Unique Services with Zero Competition
Business Website
Business Website
Strong Online Presence, all tools with your branding
Landing Pages
Landing Pages
Generate High Quality Leads for your products & services
Digital Business Card
Digital Business Card
One business card for endless possibilities
Social Media Posters
Social Media Posters
Now creating business posters is very easy. Create & share unlimited
Mutiuser CRM
Mutiuser CRM
All your Data & leads in one place for better conversions & client services
Financial Planning
Financial Planning
Tools & Softwares
Financial Education
Financial Education
All ready-to-use presentations for Group & 1:1 Meetings
WhatsApp
WhatsApp
WhatsApp Cloud API & Chatbot
Trainings
Trainings
Pre Recorded Courses & Live Sessions
eBooks
eBooks
On finnacial litercay for lead generation
Business Insurance Tool BOX
Business Insurance Tool BOX
Specific tools for businesses
Here’s What You’ll Get Inside Advisor One:
Here’s What You’ll Get Inside Advisor One:
1. Marketing Tools
1. Marketing Tools
Business Website
Business Website
A Client Magnet Business Website helps financial advisors attract, engage, and convert prospects 24/7. It builds instant credibility, showcases expertise, and generates qualified leads even while you sleep — turning your online presence into a powerful business growth engine.
Digital Business Card cum Profiler
Digital Business Card cum Profiler
It acts as a 24x7 personal brand hub—showcasing services, testimonials, achievements, and contact options—all in one click, making client connections seamless and professional.
Social Media Poster Maker App
Social Media Poster Maker App
A social media poster maker empowers financial advisors to create professional, eye-catching posts in minutes—helping them stay visible, build credibility, and consistently engage clients without needing any design skills.
WhatsApp Cloud API & Free Chatbot
WhatsApp Cloud API & Free Chatbot
The WhatsApp Cloud API & chatbot enable financial advisors to automate client interactions, share reports, and capture leads instantly—offering 24x7 personalized communication and faster business growth through seamless WhatsApp engagement.
LeadGen Engine
LeadGen Engine
Generate unlimited data & leads through a simple online data extractor tool.
Winning Ads
Winning Ads
Create a winning ad sales copy for Facebook & Instagram ads in a click.
My Viral Brand
Ready-to-use social media content and eBooks help financial advisors save time, educate clients effortlessly, and position themselves as trusted experts—boosting engagement, credibility, and lead generation with minimal effort.
Arth Gyaan
Ready-to-use Knowledge Bite & short article content to educate clients effortlessly and position themselves as trusted experts—boosting engagement, credibility, and lead generation with minimal effort.
2. Sales Arsenal
2. Sales Arsenal
🎯 20+ Sales Tools
🎯 20+ Sales Tools
Game of Life, Money Pyramid, Lead Generation Forms, Market Surveys, Scripts & More
3. Unique Services to WOW Clients
3. Unique Services to WOW Clients
Shiksha Sankalp
Shiksha Sankalp
Early Financial Planning & Education Framework for Young Parents
Shiksha Sankalp empowers parents to make informed, disciplined, and confident decisions—so their child’s dreams are never limited by money.
GoalManthan Test with Free Career & Education Report
GoalManthan Test with Free Career & Education Report
Attract 100 Parents in 100 days
Arth Kundli (Basic, Advanced & Pro) for Goal-Based Financial Planning
Arth Kundli (Basic, Advanced & Pro) for Goal-Based Financial Planning
Engage. Educate. Empower. Grow — with Arth Kundli
Business Risk Assessment Test
Business Risk Assessment Test
“Because Great Advisors Don’t Sell Products — They Create Plans.
Money Personality Test with Report
Money Personality Test with Report
Engage. Educate. Empower. Grow — with Unique Offerings.
“My Family Should Know”
“My Family Should Know”
Because a secure future begins with a clearly documented plan.
Free Financial Portfolio Review Services
Free Financial Portfolio Review Services
This free service helps you gain complete clarity on your existing insurance coverage, fund investments, risk exposure, and goal alignment.
Debt Detox 360
Debt Detox 360
This free service helps your client gain complete clarity on existing loans & coverage. Consolidating all debt to a single debt or closing them before term to get debt free.
Pathfinder
Pathfinder
Free Career Test Powered by AI for Students & Working Professionals
4. Financial Education
4. Financial Education
🎤 10+ Ready-to-use Presentations
🎤 10+ Ready-to-use Presentations
On Financial Planning, Business Insurance, Parents Masterclass & More.
5. Financial Planning Tools
5. Financial Planning Tools
📈 60+ Free Tools & Calculators
📈 60+ Free Tools & Calculators
(Health Checkup, Portfolio Review, Insurance Gap Analysis & More).
6. Customer Service Tools
6. Customer Service Tools
🤝 Multi-User CRM for You, Your Team & Clients
🤝 Multi-User CRM for You, Your Team & Clients
A CRM system helps financial advisors manage clients, track follow-ups, and organize policies or investments efficiently—ensuring stronger relationships, higher retention, and more consistent business growth.
7. Training Vault
7. Training Vault
📺 Live & Recorded Sessions on Marketing, Sales, Financial Planning & Client Servicing.
📺 Live & Recorded Sessions on Marketing, Sales, Financial Planning & Client Servicing.
Learn at your convenience.
Why Choose Advisor One?
Why Choose Advisor One?
Because knowledge + tools + services = more clients + more sales + more success.
Your competitors are still figuring things out.
Your competitors are still figuring things out.
YOU will be delivering cutting-edge client experiences from Day One.
YOU will be delivering cutting-edge client experiences from Day One.
Financial Planning Tools Covered
Financial Planning Tools Covered
Income Protection
Income Protection
Debt Protection
Debt Protection
Health Insurance Gap
Health Insurance Gap
Emergency Fund Gap
Emergency Fund Gap
Child Education Goal Planning
Child Education Goal Planning
Child Marriage Goal Planning
Child Marriage Goal Planning
Mid-Term & Long-Term Goals
Mid-Term & Long-Term Goals
Risk Profile Analysis
Risk Profile Analysis
Retirement Planning
Retirement Planning
Accumulation Method
Retirement Planning
Retirement Planning
Distribution Method
Net Worth Snapshot
Financial Goals Summary
Next Steps for Action
Clear and Defined
Arth Kundli Report Demo Video
Arth Kundli Report Demo Video
Join the Movement – Paiso Ki Pathshala
Join the Movement – Paiso Ki Pathshala
We believe financial literacy is the right of every Indian. That's why we are running FREE Awareness Programs under the banner of Paiso Ki Pathshala.
👉 Attend a free session or book a 1:1 consultation to understand how to secure your family's financial future.
And here's the best part: Every participant gets their Arth Kundli Report absolutely FREE! 🎁
Why Advisors Love Advisor One
Why Advisors Love Advisor One
One Platform. Total Freedom
No more juggling between multiple apps or subscriptions. Advisor One gives advisors everything they need — tools, training, and tech — in one place. It saves time, reduces cost, and simplifies their entire business workflow.
Grow Clients, Not Confusion.
With ready-to-use marketing tools, professional websites, WhatsApp chatbot, and social media content, advisors can attract and convert clients effortlessly. The platform helps them look smarter, act faster, and sell better — without technical headaches.
Stand Out with Unique Value Services.
Advisors can offer exclusive free tools like Arth Kundli, GoalManthan, and Business Risk Assessment Reports that instantly build trust and credibility. These value-added services make clients say, “You’re different!” — and that difference drives sales.
Continuous Learning. Continuous Earning.
From live webinars to recorded masterclasses, advisors get ongoing mentoring from India’s top sales & career coach — Bobby Jibal. Every session delivers practical strategies that improve performance, confidence, and income growth month after month
How It Works in 3 Simple Steps:
How It Works in 3 Simple Steps:
Watch short demo video for brief details on Advisor One.
Watch short demo video for brief details on Advisor One.
Quick, easy, and engaging.
Connect in 1:1 Online Meeting for all your queries
Connect in 1:1 Online Meeting for all your queries
Know where you agree, differ, and need more clarity.
Choose Membership plan as per requirement
Choose Membership plan as per requirement
With professional insights & recommendations.
Why choose Advisor One
Why choose Advisor One
✅ All in one solution
Everything you need in one comprehensive platform
✅ Proven Track Record
Built by industry experts with 25+ years of experience
✅ Continuous Innovation
Regular updates and new features based on member feedback
✅ Dedicated Support
Comprehensive training and ongoing support for all members
✅ Affordable
Starting as low as 999 Rs PM, billed annually.
Membership Plans
Membership Plans
Platinum
Platinum
✅ Marketing Tool BOX—Online Store, Social Media Poster App, WhatsApp Cloud API, Chatbot, and Data Extractor Tool.
✅ Sales Tool BOX—20+ Sales Tools for Approaching, Opening, Pitching, Presenting, Closing & More for Financial Product Sales.
✅ Unique Value Added Services—10+ Unique Value Added Services like Goal Manthan, Pathfinder, Arth Kundli, and Business Risk Assessment to attract clients.
✅ Financial Education Tool BOX—10+ ready-to-use presentations on financial literacy, financial planning etc
✅ Financial Planning Tool BOX—Basic & Advanced Versions of Arth Kundli & 10+ More Tools.
✅Landing Page—One high-converting landing page with all tools.
✅ Training—Recorded & LIVE Sessions.
✅ Business Insurance Tool BOX—Business Insurance Sales Tools, Fact Finders, and Presentations not included.
✅ Client Management Tool Box—Single-user CRM for lead management & client management included.
✅ Business Website—20+ Page professional website not included.
✅Support - Email & WhatsApp only.
✅ Affordable Monthly EMI Through Credit Cards.
Billed Yearly at Rs 24999 + Gst.
Diamond
Diamond
✅ Marketing Tool BOX—Online Store, Social Media Poster App, WhatsApp Cloud API, Chatbot, and Data Extractor Tool.
✅ Sales Tool BOX—20+ Sales Tools for Approaching, Opening, Pitching, Presenting, Closing & More for Financial Product Sales.
✅ Unique Value Added Services—10+ Unique Value Added Services like Goal Manthan, Pathfinder, Arth Kundli, and Business Risk Assessment to attract clients.
✅ Financial Education Tool BOX—10+ ready-to-use presentations on financial literacy, financial planning etc
✅ Financial Planning Tool BOX—Basic & Advanced Versions of Arth Kundli & 10+ More Tools.
✅Landing Page—One high-converting landing page with all tools.
✅ Training—Recorded & LIVE Sessions.
✅ Business Insurance Tool BOX—Business Insurance Sales Tools, Fact Finders, and Presentations not included.
✅ Client Management Tool Box - Single user CRM for lead management & client management included.
❌ Business Website—20+ Page professional website not included.
✅Support - Email & WhatsApp only.
✅ Affordable Monthly EMI Through Credit Cards.
Billed Yearly at Rs 19999 + Gst.
Gold
Gold
✅ Marketing Tool BOX—Online Store, Social Media Poster App, WhatsApp Cloud API, Chatbot, and Data Extractor Tool.
✅ Sales Tool BOX—20+ Sales Tools for Approaching, Opening, Pitching, Presenting, Closing & More for Financial Product Sales.
✅ Unique Value Added Services—Five+ Unique Value Added Services like Goal Manthan, Pathfinder, Arth Kundli, and Business Risk Assessment to attract clients.
✅ Financial Education Tool BOX—Five+ ready-to-use presentations on financial literacy, financial planning etc
✅ Financial Planning Tool BOX—Basic & Advanced Versions of Arth Kundli & 10+ More Tools.
❌Landing Page—One high-converting landing page with all tools.
✅ Training—Recorded & LIVE Sessions.
✅ Business Insurance Tool BOX—Business Insurance Sales Tools, Fact Finders, and Presentations not included.
✅ Client Management Tool Box - Single user CRM for lead management & client management included.
❌ Business Website—20+ Page professional website not included.
✅Support - Email & WhatsApp only.
✅ Affordable Monthly EMI Through Credit Cards.
Billed Yearly at Rs 14999 + Gst.
Silver
Silver
✅ Marketing Tool BOX—Online Store, Social Media Poster App, WhatsApp Cloud API, Chatbot, and Data Extractor Tool.
✅ Sales Tool BOX—20+ Sales Tools for Approaching, Opening, Pitching, Presenting, Closing & More for Financial Product Sales.
✅ Unique Value Added Services—Five+ Unique Value Added Services like Goal Manthan, Pathfinder, Arth Kundli, and Business Risk Assessment to attract clients.
✅ Financial Education Tool BOX—Five+ ready-to-use presentations on financial literacy, financial planning etc
✅ Financial Planning Tool BOX—Basic & Advanced Versions of Arth Kundli & 10+ More Tools.
❌ Landing Page—One High-Converting Landing Page with all tools.
✅ Training—Recorded & LIVE Sessions.
✅ Business Insurance Tool BOX—Business Insurance Sales Tools, Fact Finders, and Presentations not included.
✅ Client Management Tool Box—Multi-user CRM for lead management & client management included.
❌ Business Website—20+ Page professional website not included.
✅Support - Email, WhatsApp & Phone. Priority Support
✅ Affordable Monthly EMI without Credit Cards.
Rs 2084 + Gst Monthly
For all the plans renewal is at Rs 11999 only
About MDRT School
MDRT School – Building India's Next Generation of Financial Champions
MDRT School – Building India's Next Generation of Financial Champions
Empowering financial advisors, team leaders & distributors through world-class training, marketing & sales solutions that transform careers and drive measurable results.
About Founder
Bobby Jibal
Bobby Jibal
Founder | Mdrt School
Founder | Mdrt School
Leading Sales & Career Coach
MBA, MSc, MDP - IIM, LOMA, LUTCF, ICCC,
EX. AVP Tata AIA, worked with India's Top Brands like Tata, Birla & Bajaj in financial services for 24+ years.
I’m On A MISSION To Help One Lakh+ Financial Sales Professionals & Business Owners to Achieve Profit & Growth.
Who am I?
India's leading sales coach of insurance & financial sales professionals, who has trained, coached, and mentored more than 45000 financial advisors, team leaders, managers, business associates, direct team sales employees, bankers, relationship managers, and wealth managers and helped them achieve MDRT, COT, TOT, or seven-digit income in revenue.
Agent गिरी छोड़ो, Financial Doctor बनो
Training, marketing, and sales solutions that will help you build a scalable and profitable personal finance, insurance, and mutual fund consultation business or career as a top-class financial sales professional.
Our Vision
To create a world where every financial sales professional is empowered to achieve excellence, live with purpose, and lead with integrity — transforming the profession into a force for prosperity and positive change
Our Mission
To transform financial sales professionals into champions through structured mentorship, continuous development, reskilling, and professional training—enabling them to achieve MDRT-level success and make a meaningful impact in people’s lives.
What do we do?
MDRT School from Financial Nirvana Academy is a leading financial education and capability development platform. Our unique value-added services and marketing & sales solutions in personal finance, insurance, and education help financial professionals build a strong personal brand with exceptional products & services, resulting in multi-fold business growth.
Take the First Step Today
Take the First Step Today
Stop random tools, training, or courses. Start building an action- & result-oriented business system. Fill the form below to register for your free consultation/business competency health test and receive your report for FREE.
Testimonials
Testimonials
Rajesh Verma, Life Insurance Advisor, Mumbai ⭐⭐⭐⭐⭐
"Earlier, I struggled to explain the importance of adequate life cover to my prospects. Most clients thought one or two policies were enough. With Arth Kundli, I can now show them the exact income protection gap in a clear report. Clients immediately see the urgency, and my conversions have doubled. It has turned me from a policy seller into a trusted financial planner."
Neha Shah, Certified Financial Advisor, Ahmedabad
⭐⭐⭐⭐⭐
"As a financial advisor, my biggest challenge was engaging clients beyond just product discussions. Arth Kundli has completely transformed my meetings. In just 30 minutes, I can create a comprehensive financial picture for my clients and give them a professional PDF report. This makes my services stand out, builds trust, and helps me retain clients for the long term."
Amit Kulkarni, Mutual Fund Distributor, Pune
⭐⭐⭐⭐⭐
"Most parents came to me asking about SIPs without knowing their actual education or retirement needs. Arth Kundli has given me a structured way to align mutual fund investments with specific life goals. When clients see their child’s education or retirement gaps highlighted in the report, they themselves ask me for solutions. It has become the most effective tool for attracting and converting quality clients."
Sunita Iyer, Insurance & Investment Consultant, Bengaluru
⭐⭐⭐⭐⭐
"In today’s competitive market, standing out as an advisor is tough. Arth Kundli solved my biggest problem—it helps me attract prospects through financial literacy sessions, engage them with a clear financial planning report, and convert them by offering customized solutions. It’s simple, practical, and works beautifully for Indian clients. I now close deals faster and with greater confidence."
Ready to Transform Your Financial Future?
Ready to Transform Your Financial Future?
Don't let another day pass without securing your business's financial well-being and growth. Join thousands of Indian advisors who have already taken control of their finances with Advisor One.
Financial Nirvana Academy, Heritage Palace, WANAWADI, Road: KEDARI NAGAR, Pune.
MDRT School | Pune | Mumbai | Surat | Ahmedabad | Raipur | Rajkot | Indore |
And All Major Cities
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