Build your own advisory practice — under a leader who's already built his.
The CBA Mentorship Wing at Aangi Associates
Jainik Shah didn't get to MDRT recognition alone, and you won't build a practice alone either. This is structured mentorship for people serious about a career in financial advisory — not a side gig.
Why Aangi
Direct Mentorship
Trained personally under 17+ years of field experience, not a generic onboarding deck.
TATA AIA Backing
Licensed, structured, and backed by a recognised life insurer.
Built-In Support System
The same claim desk and portfolio-review infrastructure that serves 1,400+ client families supports your clients too.
The path from application to independent practice
Application & Documentation
Apply below → ID/PAN/Aadhaar, education proof, address proof, bank details, and photo collected for your candidate record.
Training & Licensing
Mandatory pre-code IRDAI/PoSP training, followed by the exam/assessment (IC-38 or insurer-specified). Your code is issued once you pass.
Days 1–30 — Mentorship
A mentor is assigned. Product training and shadowing, tracked against modules completed and simulations run.
Days 31–60 — Supervised Practice
Supervised client interactions and your first quotes, with feedback built in.
Days 61–90 — Independent Bind
Your first policy bound independently, pipeline targets set, and a formal 90-day evaluation.