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The BIRD SA.A.SS Operating System (TBS)

The complete execution, learning and business operating ecosystem for MFDs.

TBS is not an orientation programme. It is the execution engine behind scalable advisory businesses.

The idea in one line

Most MFDs build businesses around themselves.

TBS helps build businesses around systems, execution, teams and operational infrastructure.

S

Systems

Create structure that scales.

E

Execution

Build consistency that delivers.

T

Teams

Develop capability that grows.

T

Technology

Automate work that frees you.

L

Legacy

Build value that outlives you.

From knowing → to executing

TBS helps businesses move from…

TBS is built on two powerful engines

One to build capability. One to build consistency.

Engine one

The BIRD Learning Hub

Build capability across the organisation — founders, managers, advisors, employees, future leaders and intrapreneurs.

₹2,00,000+Value included
28 courses, six tracks200+ hours, from personal mastery to succession.
BIRD Business Library20+ business lesson books and summaries.
BIRD Business Videos20+ recorded lessons, watched in your own time.
Pathshala Pro corporate membershipFor the whole team, not just the founder.
Engine two

The BIRD SA.A.SS Business Solutions Hub

Build operational consistency across the business — standardising execution, automating tracking and making the work measurable.

₹1,00,000+Value included
100+ advanced tools & calculatorsPlanning, review and client conversations.
BIRD acceleration enginesScale-up, retention, referral and AUM growth.
20+ engines & simulatorsShow the outcome before the decision is made.
Dashboards and trackersExecution measured, not remembered.

Also included with the TBS Pro Plan

Weekly Inner Circle

₹50,000+Value included
Weekly Inner Circle live masterminds
Live business learning & discussions
Peer learning & strategic insights

One-to-one business support

₹50,000+Value included
Business support calls
SOS meetings with the leadership team
Maximum four meetings per year

Success is not about doing more.
It’s about Designing Better.

Move from working “in” the business to working “on” the business.
Build systems. Build value. Benefit forever.

What the systems are thought through

The BIRD Business Learning Hub

Twenty-eight courses, in six tracks. What the eleven systems are thought through — from personal mastery to the NISM certifications.

I

Personal and Leadership Development Programs

2 courses

Personal Mastery Program
Personal Mastery ProgramUFP 2.0
E.T.C.M.L Course
E.T.C.M.L CourseUFP 2.0
II

Scale Up and Acceleration Courses

7 courses

Magnetic Finance Preneur
Magnetic Finance PreneurMFP
Excellent Finance Preneur
Excellent Finance PreneurEFP · Master finance. Build freedom.
Excel Foundation Course
Excel Foundation CourseMicrosoft Excel for advisers
Sales Mastery Course
Sales Mastery Course
Marketing Mastery Course
Marketing Mastery Course
BIRD Scale Up & Acceleration Mastery
BIRD Scale Up & Acceleration Mastery
HNI Mastery Course
HNI Mastery CourseWealth beyond generations
III

Team Building and Team Development Courses

8 courses

Employee Induction Program
Employee Induction ProgramEIP
Career Growth Mastery Program
Career Growth Mastery ProgramUFP 2.0
Team Competence Development Program
Team Competence Development ProgramTCDP
Intrapreneurship Development Program
Intrapreneurship Development ProgramUFP 2.0
Team Building Mastery Program
Team Building Mastery ProgramUFP 2.0
Insurance Mastery Course
Insurance Mastery Course
NRI Mastery Course
NRI Mastery CourseGlobal opportunities
Taxation Mastery Course
Taxation Mastery Course
IV

Business Operation & Automation Mastery Courses

2 courses

Business Operation Mastery
Business Operation Mastery
BIRD Business Automation Mastery
BIRD Business Automation Mastery
V

BIRD Sustenance & Succession Mastery Courses

3 courses

Compliance Management Program
Compliance Management Program
BIRD Sustenance & Succession Mastery
BIRD Sustenance & Succession Mastery
Business Corporatisation Mastery Course
Business Corporatisation Mastery Course

Bonus Courses

6 courses · The six NISM certifications

NISM V A
NISM V AMutual Fund Distributor Certification
NISM XIII
NISM XIIIDerivatives Certification
NISM X A
NISM X AInvestment Adviser · Level 1
NISM X B
NISM X BInvestment Adviser · Level 1
NISM V D
NISM V DMutual Fund Distributors Certificate
NISM XXI A
NISM XXI APortfolio Management Services
TBS‑BOSS operating system

An in-house operating system for how we win, serve and retain clients.

Fifteen modules, grouped by what they are for.

Winning clients

  • Dashboard
  • LMS — leads
  • CMS — clients
  • Risk & suggestion tracker
  • Transactions tracker

Serving clients

  • RMS — calendar
  • Service tracker
  • MOM tracker
  • Client support tracker

Running the day

  • DWT — plan the week
  • Task repository
  • DJT — end-of-day journal
  • Projects tracker

Seeing the business

  • Reports & MIS
  • Campaign & broadcast
  • Partner tracker
  • Compliance centre
  • Audit trail
Join Now →
TBS execution stack

The systems that run the day.

Client management

Winning and keeping clients

  • LMS — Lead Management System
  • COS — Client Onboarding System
  • CMS — Client Management System
  • RMS — Review Management System
Tracking & execution

Knowing where you stand

  • DPT — Daily Productivity Tracker
  • DBT — Daily Business Tracker
  • DST — Daily Service Tracker
  • WPT — Weekly Progress Tracker
Governance & reporting

Staying clean and informed

  • DDQS — Due Diligence & Quality System
  • MIS — Management Information System
Team & culture

Growing the people

  • TIS — Team Induction System
  • TDS — Team Development System
  • TAS — Team Appraisal System
  • IDS — Intrapreneurship Development System
Business value & continuity

BVS — Business Valuation System

  • Improve transferability
  • Reduce founder dependency
  • Build continuity
  • Increase enterprise readiness
What TBS helps you create

Five things that outlast any single quarter.

01

Execution scale

  • Structured workflows
  • Operational consistency
  • Scalable processes
02

Team-led growth

  • Role clarity
  • Accountability systems
  • Leadership development
03

Automation & tracking

  • Dashboards
  • Measurable execution
  • Operational visibility
04

Business continuity

  • Governance
  • Retention systems
  • Process sustainability
05

Enterprise value

  • Valuation readiness
  • Transferability
  • Succession preparedness
The investment

Choose your business growth plan.

Business learning, practical tools, business systems, mastermind sessions and leadership support through the TBS membership ecosystem.

TBS Pro

TBS Pro Membership Plan

A complete business learning, tools, mastermind and leadership-support ecosystem for entrepreneurs and business leaders.

TBS Learning Hub

  • Personal & leadership development
  • Scale up & acceleration
  • Team building & development
  • Business operations & automation
  • Business sustenance & succession
  • Bonus NISM exam training
  • 20+ BIRD business lesson books
  • 20+ BIRD business lesson videos
  • Pathshala Pro corporate membership

Learning Hub value: ₹2,00,000+

Business Solutions Hub

  • 100+ advanced business tools & calculators
  • BIRD business acceleration engines
  • 20+ business engines & simulators

Value: ₹1,00,000+

Weekly Inner Circle

  • Weekly Inner Circle live masterminds
  • Live business learning & discussions
  • Peer learning & strategic insights

Value: ₹50,000+

One-to-one business support

  • Business support calls
  • SOS meetings with the leadership team
  • Maximum four meetings per year

Value: ₹50,000+

Total membership value₹4,00,000+
Offer Price

₹1,49,895 + GST

Special Price for Today

₹99,895 + GST

Join now →
TBS‑BOSS

TBS‑BOSS Membership Plan

The complete end-to-end business operating system and solutions, for businesses seeking a comprehensive business growth ecosystem.

The complete business ecosystem End‑to‑End Business Operating System & Solutions
Exclusive benefit Subscribe to TBS‑BOSS
& get TBS Pro free TBS Pro membership worth

₹99,895 + GST

Complimentary

Complete business operating system

  • An end-to-end business operating system and solutions ecosystem, built to carry business growth and development.

TBS Pro included

  • TBS Pro worth ₹99,895 + GST, at no extra cost.

The ten operating pillars

  • 17-stage lead pipeline
  • Complete suitability chain
  • Live RTA portfolio sync
  • Automated review engine
  • Smart insights & priority queue
  • Continuous compliance guard
  • Batch-tracked transactions
  • Forward-looking expiry pipeline
  • Zero key-person risk
  • Self-assembling MIS & scorecards

Business growth ecosystem

  • Business learning, business tools and solutions, strategic support, leadership access and the business operating systems themselves.
Special Price

₹2,49,895 + GST

Join now →

Just make a token payment of ₹10,000 + GST and the NLE team will connect with you to discuss and decide which plan is ideal for your current business status.

Included with either plan. The Pathshala Pro Corporate Plan, worth ₹24,999, complimentary.

Fees are as published by NextLevel Education and are subject to change. Confirm current pricing at the time of joining.

TBS is the operating system that turns strategy into execution, and execution into enterprise value.

Skill to Scale Build to Last
Click here to enroll →