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Achieving Goals is an on-going process…..

Pre-work
Goal
Setting

Reviewing

Analysis of
current
situation

Regular
Monitoring

Impleme
ntation

Risk
Profiling
Asset
Allocation

Biswajit Das
Diploma in Wealth management– IIFP, Delhi

M-9339288488 Mail- dbiswajitfcs@gmail.com

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Achieving goals is an on going process

  • 1. Achieving Goals is an on-going process….. Pre-work Goal Setting Reviewing Analysis of current situation Regular Monitoring Impleme ntation Risk Profiling Asset Allocation Biswajit Das Diploma in Wealth management– IIFP, Delhi M-9339288488 Mail- dbiswajitfcs@gmail.com