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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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