Escolar Documentos
Profissional Documentos
Cultura Documentos
POINTS TO REMEMBER
STEPS TO SELL MF
Step 1----
determining the need of client---
o Step 2----
Risk profile-----
EQUITY-40%
BONDS-50%
CASH-10%
RISK FREE
INVESTMENT
EQUITY-20%
BONDS-40%
CASH-40%
RISK ANALYSIS FORMULA
Step-5