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Biswajit Das. "Relationship Beyond Advising."
Biswajit Das. "Relationship Beyond Advising."

Achieving goals is an on going process

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Achieving Goals is an on-going process….. Goal Setting Analysis of current situation Risk Profiling Asset AllocationInvestment Monitoring Reviewing An initiative to promote Financial Awareness by BISWAJIT DAS Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy Relationship Beyond Advising Call – 9339288488, Mail – dbiswajitifcs@gmail.com https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs

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Achieving goals is an on going process

  • 1. Achieving Goals is an on-going process….. Goal Setting Analysis of current situation Risk Profiling Asset AllocationInvestment Monitoring Reviewing An initiative to promote Financial Awareness by BISWAJIT DAS Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy Relationship Beyond Advising Call – 9339288488, Mail – dbiswajitifcs@gmail.com https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs