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Asked for PMS, was sold insuranceRanjit Dani, Think Consultants, Nagpur

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Key Take-Aways
  • Unfortunately there have been cases of mis-selling of insurance as investment products. Talk to an advisor about how to approach ombudsman and the grievance process.

  • Looking to start a business? Talk to an advisor to assess if you have enough assets to take the plunge.

  • Looking to expand your business? Talk to your advisor if you should take a loan or take some money out of your portfolio.

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