ALTERNATIVE EVALUATION

AMFI-Registered Mutual Fund Distributor

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Alternative Evaluation

Creation of a business case for each investment requirement with alternate options available and finalize the plan that best suits the customer. In each of the cases, we consider the key elements of investments such as

  1. Risks involved
  2. Returns possible
  3. Customer budget
  4. Customer timeline and goals
  5. Taxation aspects
  6. Liquidity
  7. Volatility
  8. Flexibility
  9. Inflation
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