Investor Presentaiton

ANANDRATHI Private Wealth. uncomplicated Standardized Solution Offer end-to-end, process driven, standardized & well researched solution 88 101 Client goals Discussion with clients on investment principles, risk and portfolio strategy Provide comparative investment options Consistent client outcomes Ability to build and train RM pool internally Create client conviction to act Execution and reporting Ongoing monitoring and portfolio rebalancing . Well researched Mutual Fund selection process • Diversified Sources of MLDs 9 Scalable

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