08 Nov
|
ANANDRATHI
|
Mumbai
Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT. Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile. Prepare yearly review rebalancing reports for clients within TAT.
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📌 Investment Professional (Mumbai)
🏢 ANANDRATHI
📍 Mumbai