vijay.afc@gmail.com
+91-7666375125 , 9822664921
- Understand Client Needs
- Education Client about various Options
- Set Financial Goals
- Identify Options suitable to Client Needs
- Execute the action plan by completing necessary documentation
- Take Periodic Review on agreed intervals.
- Issuance of portfolio and transaction statements on a regular basis.
- Regular contact with clients through sharing of “Innovative Investment Ideas and Market Updates” and planned personal meetings.