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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

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Achieving goals is an on going process

  • 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