1. Achieving Goals is an on-going process…..
Prework
Goal
Setting
Reviewing
Analysis
of
current
situation
Regular
Monitoring
Impleme
ntation
Risk
Profiling
Asset
Allocation
Do you follow this to Achieve your Goals?
Biswajit Das
Diploma in Wealth management– IIFP, Delhi
M-9339288488 Mail- dbiswajitfcs@gmail.com