Who We Are

Bharath Study Circle, based in Udupi, is a collective of seasoned educators, industry practitioners, and dedicated learners united by a shared mission: to elevate financial literacy and professional competence across life insurance, general insurance, health insurance, and mutual funds.

We create an environment where knowledge flows freely, through seminars led by reputed experts, trend updates curated by industry professionals, product deep-dives for practical understanding, and workshops designed to build essential skills.

With every session, we strive to instil clarity and confidence, giving every financial advisor the boost to step up, stand out, and lead with confidence!

500+ Professionals Trained
50+ Expert Sessions
100% Focus on Practical Learning

What We Do

01

Structured Learning

We equip financial practitioners with structured learning, expert-led sessions, and actionable insights across life and non-life insurance, health insurance, mutual funds, and market strategies.

02

Industry Intelligence

Our forum delivers industry intelligence, trend updates, and practical skill-building, everything needed to grow with confidence under one trusted platform.

03

Real-World Application

We bring together real-world experience and continuous exploration to help professionals stay adaptable, informed, and ready for the future.

How We Benefit You

Stay Ahead of Industry Trends

Stay updated with the latest industry knowledge, market trends, and technological advancements that are reshaping the financial services landscape. Our timely updates ensure you're never caught off guard by regulatory changes or emerging opportunities.

Boost Professional Credibility

Gain certifications and CPD credits that strengthen your professional credibility and client trust. Our recognized credentials validate your expertise and demonstrate your commitment to continuous professional development.

Enhance Practical Skills

Improve your competence through practical skill training, hands-on workshops, and real-world learning scenarios. We focus on actionable techniques that you can implement immediately to enhance client interactions and outcomes.

Access Exclusive Market Insights

Access in-depth market research, product intelligence, and advisory-strengthening resources unavailable through conventional channels. Our curated insights help you make informed recommendations and build stronger client relationships.

Build Meaningful Professional Connections

Build long-term professional relationships through networking events and peer-to-peer learning opportunities. Connect with like-minded professionals, industry leaders, and potential collaborators in our supportive community.

Who Should Attend?

Insurance Agents & Brokers
Financial Advisors
Mutual Fund Distributors
Marketing Professionals
Sales Professionals in Finance
Risk Managers
Underwriters
Financial Educators
Product Development Teams
Insurance Trainers

What We Specialize In

Learning Focus Industry Insights Professional Training Digital & Technical Skills Growth & Development
Life Insurance Product Features & Benefits Product Analysis Sessions Technology & Digital Tools Professional Competence Building
Non-Life Insurance Market Trends & Updates Skill Training Modules Marketing Strategies Continued Professional Development (CPD)
Health Insurance Workshops & Seminars Professional Networking
Mutual Funds

Reserve your spot now!