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Achieving goals is an on going process
- 1. Achieving Goals is an on-going process…..
Pre-work
Goal
Setting
Reviewing
Analysis of
current
situation
Regular
Monitoring
Impleme
ntation
Risk
Profiling
Asset
Allocation
Biswajit Das
Diploma in Wealth management– IIFP, Delhi
M-9339288488 Mail- dbiswajitfcs@gmail.com