This wise MFD couple have a novel retirement planMilind Chitnis, Chitnis Financials, Mumbai

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Mohsin Bijepuri ARN NO :33913 Chennai , 06 Nov 2022

Truly a MasterClass. Fixing client expectations. Asset allocation thru goal planning & making clients understand. Making clients understand the different layers in a portfolio. @Vijay: I would also to convey my gratitude to you. You have played a pivotal role in my growth too. My interaction with you started with a training program you conducted for us at JP Morgan AMC way back in 2008 or 2009.

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