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Investor buying & financial planning

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vasishta bhargava
vasishta bhargava

Investor buying behavior & characteristics, Financial planning of personal, corporate & Institutional aspects are depicted,

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INVESTOR BUYING CHARACTERISTICS & FINANCIAL PLANNING Active / Potential Dormant / Potential Managed / Informed Neutral / Repetitive Corporate Personal Financial Planning & Markets INVESTOR BUYING BEHAVIOR • Tax Aspect • Insurance • Retirement • Estate Aspect • Reorganization • Tax & Dividend Aspects • Insurance • Investment Avenues • Tax Aspect • Customer Augmentation Institutional 8/18/2015 1 Financial Consulting & Broking Portfolio Mix & Funds Pooling Prospecting Presenting Deal making Follow up • Anchoring • Optimism • Conformism • Conservatism • Over confidence • Biased • Optimism Financial Analysis Ratios & Trends Users • Managers & Employees • Investors & Creditors • Customers • Tax & Regulatory Authorities

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