Consultancy Services

CIEL offers consultancy services in the area of knowledge and learning, product positioning and support.


  • Functional Competence Mapping : This involves mapping the competencies required for various job functions with the objective of identifying desired competences and gaps that require training and upgradation.

  • Diagnostic testing for existing employees :  Mapping  proficiencies of employees in specific subject and knowledge areas and taxonomies, leading to training need assessment.

  • Product Support : Customized training modules are created to support product launches, including web-based and classroom training and tests for sales, service and front and back office staff.

  • Product mapping and positioning :  CIEL enables the positioning and mapping of a bouquet of products, using custom materials to enable sales teams to position the same to customers.

  • Testing objective setting : Create & provide testing objectives for identified functions and responsibilities.

  • Accreditation Programmes : Rigorous induction and on-boarding training in identified functional areas for new joinees, including training, tests and detailed reporting.

  • IT solutions : CIEL offers business analysis services for development of IT solutions in the investment advisory space covering platform solutions, financial planning, asset allocation and portfolio valuation

Consultancy Services


Uma Shashikant, Managing Director, CIEL, has been associated as a subject matter expert to the National Institute of Securities Market (NISM) in their effort to certify capital market intermediaries.