Portfolio Management |
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| The client is ready to invest about Rs.15
lakhs. His first priority is security on his investment. He does not have any problem of
blocking money for 5 years and prefers some regular returns on half-yearly or quarterly
basis. Portfolio is suggested comprising of nine Investment
Avenues that suit for long-term investment objective. We provided the Portfolio
Grid also to give a quick understanding of the nature of our suggested investments
along with the proposed asset allocation. Detail
Study |
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IDEAS: Portfolio Planning |
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