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Engage with clients better. Use these client communication templates on various subjects. You can create your own too.
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Hi, I hope you are doing well. It was nice to meet you. Please see below the summary of our meeting. - To maintain the current asset allocation - To exit from small cap fund and switch to flexicap fund - Increase SIP of Rs.25,000/- - Verify that nomination is added in all the folios - Provide a quote for term insurance I hope the above is in order. If I have missed out on anything, please do let me know.
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