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A client-focused Investment Process
1
Specify Financial Goals
 Risk Profiling
 Defining Financial Goals
 Assessment of financial
liabilities and
commitments
 Analysis of existing
Portfolio
5
Periodic Portfolio Review
 Review portfolio progress,
asset allocation and
portfolio strategy
2
Financial Plan
 Asset Allocation
 Cash flow planning
 Rebalance existing portfolio
3
4
Portfolio Execution
 Execution of debt, equity
and other investments
Portfolio Maintenance
 Tactical rebalancing
 Maintain asset allocation
1
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