Your team ships a working AI workflow by end of day 1.
Designed for wealth management firms, mutual fund distributors, research teams, and financial advisory practices in India.
We train on your real workflows — not hypothetical scenarios. Every workshop is built around what your team actually does, so the output is immediately useful.
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The Problem
Most AI training teaches concepts. We teach execution.
Companies send people to AI webinars. They come back knowing what an LLM is. On Monday morning, the spreadsheet is still done by hand.
The barrier isn't technology. It's readiness. According to Gartner (2024), 52% of enterprise digital initiatives fail to meet their business outcome target due to insufficient digital skills development. Organizations that invest in structured training programs see 3-5x faster ROI and dramatically higher adoption rates.
52%
of enterprise digital initiatives fail to meet their business outcome target due to insufficient digital skills development
Gartner, 2024
3-5x
faster ROI for organizations with structured employee training programs
Harvard Business Review, 2023
72%
of C-suite executives report insufficient AI skills among their workforce
World Economic Forum, 2024
Methodology
Our Training Workshops
We've trained teams at wealth management firms, mutual fund distributors, AMC research desks, financial advisory practices, real estate companies, and professional services teams across India — helping them move from AI curiosity to AI execution.
Our approach is simple: we start where your team is, customize training to your workflows, and ensure sustainable adoption through hands-on learning and ongoing support.
Unlike generic online courses, our programs are designed for enterprise teams - with real-world scenarios, role-based modules, and measurable outcomes.
Workshop 1
Foundational Workshop: GenAI Fundamentals
₹50,000 – ₹1,00,000
Duration
2 hours
Format
Interactive presentation with real examples; Q&A focused on their industry/challenges
Topics Covered
- What is GenAI (not hype)
- What are agentic systems
- Why most AI projects fail
- Where agentic AI creates outcomes in your industry
- The judgment vs automation question
Learning Outcomes
- Understand what GenAI and agentic AI actually do
- Know where AI creates real business value vs hype
- Identify opportunities in your organization
Best For
Wealth management firm leadership, MFD business owners, AMC research team heads, C-suite and decision-makers new to AI
Delivery Format
In-person (currently running in Mumbai & Gujarat) or virtual; EnableWealth facilitator + supporting materials
What You Walk Away With
Clarity on where AI matters for their business; Framework for evaluating AI opportunities
Workshop 2
Execution Workshop: Agentic Workflows in Practice
₹1,00,000 – ₹2,00,000
Duration
3–4 hours
Format
Live demos of workflows; Hands-on exercises with real business scenarios; Team breakouts to design their first workflow
Topics Covered
- How agentic workflows compress time
- Research workflows (2+ hours to 15 min example)
- Operations workflows
- Client intelligence workflows
- Integration with existing tools
- Measuring adoption and outcomes
Learning Outcomes
- Execute end-to-end agentic workflows
- Understand how AI agents augment your team's work
- Know how to integrate AI into existing processes
- Measure outcomes that matter
Best For
Relationship managers, research analysts, operations teams at wealth management firms, MFD offices, and AMC teams
Delivery Format
In-person (currently running in Mumbai & Gujarat); EnableWealth facilitators; Post-workshop assets and resources
What You Walk Away With
Team equipped to execute agentic workflows; Understanding of integration points; Confidence to scale workflows
Workshop 3
Strategic Workshop: Custom Design & Implementation Roadmap
₹2,00,000 – ₹3,00,000+
Duration
3–4 hours
Format
Live demos tailored to their business; Hands-on exercises with their real data/scenarios; Design their core workflows; Walk out with an implementation roadmap
Topics Covered
- Custom workflows for their business functions
- How to compress their specific bottlenecks
- Integration with their existing tools
- Success metrics for their use cases
- 90-day execution roadmap
Learning Outcomes
- Execute agentic workflows customized to their business
- Understand how to measure outcomes that matter for their specific functions
- Build confidence to scale workflows
Best For
Wealth management firms, MFD offices, and advisory teams ready to automate their specific workflows
Delivery Format
In-person (currently running in Mumbai & Gujarat); EnableWealth facilitators; Custom roadmap document
What You Walk Away With
Team equipped to execute custom workflows; Clear roadmap for implementation; Ready to pilot or deploy
What makes ours different
We train on your actual workflows, not case studies
We spend time before the workshop understanding how your team works. Every example, every exercise looks like something your team does daily, not a generic scenario from a course deck.
The people who build the systems run the training
We're not a training company that learned AI. We build agentic AI systems. When someone asks how to automate a specific workflow, we can actually build it for them.
Teams leave with working outputs, not just knowledge
Every workshop ends with something functional: a workflow, a prototype, or a 30-day roadmap specific to your team. Not a certificate. Something that runs on Monday.
Investment
Transparent Pricing for Enterprise Teams
Our training programs scale with your organization. Pricing is based on:
- Team size (50-500+ employees)
- Program scope (1-4 modules, or custom curriculum)
- Delivery format (on-site, virtual, or hybrid)
- Duration (compressed 2-week intensive or extended 3-month program)
- Ongoing support (optional extended support contracts)
Investment Options
Per-Cohort Model: Fixed price per training cohort (20-50 people)
Blended Model: Upfront training + 6-month ongoing support contract
Enterprise Retainer: Annual training budget for unlimited programs + support
Results
Results Organizations Actually Achieve
3-5x Faster Adoption
Teams reach proficiency benchmarks in 8-12 weeks vs. 6+ months without structured training.
Harvard Business Review, 2023
3-6 Month ROI
Return on training investment typically achieved through productivity gains and reduced support costs.
Based on 1000+ enterprise training programs