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Advisor Perspectives

Asset Allocator
Advisor's best friend in extreme markets
Advisor's best friend in extreme marketsPrabin Agarwal, Fortune SecuritiesSiliguri
Asset Allocator
Our diary is key to our success
Our diary is key to our successAchin Jain & Nitin Awasthy, Client AlleyDehradun
Asset Allocator
3 hour initial lumpsum plus 4-monthly SIPs
3 hour initial lumpsum plus 4-monthly SIPsSanjeev Govila, Hum Fauji InitiativesDelhi
Asset Allocator
We start with a default 25:75 allocation for HNIs
We start with a default 25:75 allocation for HNIsPallav Bagaria, Sapient WealthGuwahati
Asset Allocator
Asset allocation funds are ideal for 3-7 year horizon
Asset allocation funds are ideal for 3-7 year horizonHemant Rustagi, WiseInvest AdvisorsMumbai
Asset Allocator
Roopa's practical guide to effective asset allocation
Roopa's practical guide to effective asset allocation

Roopa's practical guide to effective asset allocation

Roopa Venkatakrishnan, Mumbai
Asset Allocator
Asset allocation is not a number - it is a journey you undertake along with your client
Asset allocation is not a number - it is a journey you undertake along with your clientSujata Kabraji, Mumbai
Asset Allocator
Client centric way of describing asset allocation
Client centric way of describing asset allocation

Client centric way of describing asset allocation

Milind Chitnis, Chitnis Financial PlannersMumbai
Asset Allocator
From Benjamin Graham to Nick Murray: Dhruv Mehta's journey of understanding asset allocation
From Benjamin Graham to Nick Murray: Dhruv Mehta's journey of understanding asset allocationDhruv Mehta, Mumbai
Asset Allocator
Asset allocation is vital until conviction takes over
Asset allocation is vital until conviction takes overPranav Muzumdar, Mangsidhesh InvestmentsMumbai

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