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2
Comments Posted
Name : Vidyanand ThakurdesaiCity : Thane
ARN NO : ARN-80395Date : 14 Sep 2017
Comments :
Could Wealth Forum ask Mr. Amit Jain how he arrived additional tactical allocation of 33.33% or 46.67%? It is very difficult to understand kind of formula used in the calculation.
Name : MandarCity : Mumbai
ARN NO : 80508Date : 16 Jun 2017
Comments :
Nice working.can u share this excel sheet?
Name : Prabir SharmaCity : Sambalpur
ARN NO : ARN-43424Date : 08 Jun 2017
Comments :
Thanks for the great input on Asset Allocation.
Name : KshitijaCity : Bangalore
ARN NO : Gaining Ground Date : 08 Jun 2017
Comments :
Appreciate your article and using processes. 1. How do you track client meting at intervals? Any tool or software is used o rate the client and record meetings? 2. How do you handle client query? Responsiveness mentioned to complete the task? Is it web based tool? Thanks in Advance.
Name : Raj TalatiCity : Vadodara
ARN NO : 3535Date : 08 Jun 2017
Comments :
Excellent model!! But can you clarify how you arrived at tactical %age of 66 or 13.33% or 23.33% in more detail.
Name : dhiraj mittalCity : Delhi
ARN NO : Ace Wealth ManagersDate : 08 Jun 2017
Comments :
Amit is among the brightest stars of DFDA, most energetic, enthusiastic, innovative, informed and always a source of inspiration for all of us in DFDA
Submit Your Comments
Name
ARN No/Co Name
Comments
Verification Code
* Email *
* City *
*
*
KL9e5v
Type the characters in the picture.
We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry.
 
Comments Posted
Name : Vidyanand ThakurdesaiCity : Thane
ARN NO : ARN-80395Date : 14 Sep 2017
Comments :
Could Wealth Forum ask Mr. Amit Jain how he arrived additional tactical allocation of 33.33% or 46.67%? It is very difficult to understand kind of formula used in the calculation.
Name : MandarCity : Mumbai
ARN NO : 80508Date : 16 Jun 2017
Comments :
Nice working.can u share this excel sheet?
Name : Prabir SharmaCity : Sambalpur
ARN NO : ARN-43424Date : 08 Jun 2017
Comments :
Thanks for the great input on Asset Allocation.
Name : KshitijaCity : Bangalore
ARN NO : Gaining Ground Date : 08 Jun 2017
Comments :
Appreciate your article and using processes. 1. How do you track client meting at intervals? Any tool or software is used o rate the client and record meetings? 2. How do you handle client query? Responsiveness mentioned to complete the task? Is it web based tool? Thanks in Advance.
Name : Raj TalatiCity : Vadodara
ARN NO : 3535Date : 08 Jun 2017
Comments :
Excellent model!! But can you clarify how you arrived at tactical %age of 66 or 13.33% or 23.33% in more detail.
Name : dhiraj mittalCity : Delhi
ARN NO : Ace Wealth ManagersDate : 08 Jun 2017
Comments :
Amit is among the brightest stars of DFDA, most energetic, enthusiastic, innovative, informed and always a source of inspiration for all of us in DFDA