5. Over time the CEO
had multiple
insurance policies
and few other exotic
investments
sandeep@deepamfinvest.com | www.deepamfinvest.com
6. Deepam got in touch
with the CEO through a
client referral &
reviewed his Portfolio
sandeep@deepamfinvest.com | www.deepamfinvest.com
7. Deepam explained to the CEO in simple language how the
existing investments were totally not in line with his objectives
and would give poor returns due to high charges.
sandeep@deepamfinvest.com | www.deepamfinvest.com
10. Contact Us
To know how to evaluate various type
of investment products to judge their
suitability for your specific Goals.
Email us:
sandeep@deepamfinvest.com
sandeep@deepamfinvest.com | www.deepamfinvest.com