Expectations from clients
- Provide all material and relevant data, information for financial planning. The financial plans shall be limited by the information shared by clients
- Intimate financial advisors of the ongoing changes and updates in personal, financial situation
- Actively participate in the entire financial planning process and provide time for same
- Respect the financial recommendations made/suggested as per requirements. Please note that, there is no commitment from client's side and one is free to make own decision
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