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Risk Profiling | Asset Allocation Strategies | Tool | BMFPA

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Risk Profiling And Asset Allocation: BM Fiscal Use Asset Allocation Tool For Strategies And Selection Of Appropriate Investment Products By Age And Risk Tolerance. – PowerPoint PPT presentation

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Title: Risk Profiling | Asset Allocation Strategies | Tool | BMFPA


1
BM Fiscal
  • Innovative And Customized Wealth Management
    Solutions

2
Company Profile
  • At BM Fiscal Point Advisors Pvt Ltd, We Provide
    You With The Most Innovative And Customized
    Wealth Management Solutions. We Have Over 50 Man
    Years Of Experience In Handling Corporate, HNI,
    Nri's Wealth Diversified Over Various Asset
    Classes Such As Indian Equities, International
    Equities, Debt Products, Mutual Funds (Unit
    Trusts), Real Estate, Risk Profiling And Asset
    Allocation Strategies Etc.

3
Risk Profiling Asset Allocation Strategies
Tool BMFPA
  • Risk Profiling And Asset Allocation BM Fiscal
    Use Asset Allocation Tool For Strategies And
    Selection Of Appropriate Investment Products By
    Age And Risk Tolerance.
  • Risk Profiling Is Done By BM Fiscal To Determine
    The Risk Profile Of The Client, Before The
    Investment Strategies Are Finalized. Every Client
    Has A Different Risk Bearing Capacity Pertaining
    To His Investments.

4
Risk Profiling And Asset Allocation
5
Contact Us
  • BM Fiscal Point Advisors Private Limited
  • Plot No. 5, S.No.15-A,
  • Next to Hotel Rajwada, Off Baner Road,
  • Pashan, Pune - 411004, India.
  • Email - contactus_at_bmfpa.com
  • Website - www.bmfpa.com
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