Portfolio Consolidation Services by Deepam Finvest
-
Upload
deepam-finvest -
Category
Economy & Finance
-
view
165 -
download
1
Transcript of Portfolio Consolidation Services by Deepam Finvest
PERSONAL FINANCE MANAGERS
Helping investors get the best from their Financial
Investments
[email protected] | www.deepamfinvest.com
DEEPAM FINVEST
An Investor’s diverse
Portfolio is de-cluttered and Consolidated
[email protected] | www.deepamfinvest.com
[email protected] | www.deepamfinvest.com
The investments were made in the name of 6 family members
[email protected] | www.deepamfinvest.com
Over time the investment
portfolio became too diverse &
cumbersome to track
[email protected] | www.deepamfinvest.com
Deepam collected relevant documents from him to check the status of all investments.
[email protected] | www.deepamfinvest.com
Over the next few weeks, DEEPAM contacted Customer Care department of the companies where investments were made to check the current status of all investments.
[email protected] | www.deepamfinvest.com
[email protected] | www.deepamfinvest.com
After collating & listing all the investment details.....
Deepam incorporated
all the remaining
investments in their software.
[email protected] | www.deepamfinvest.com
The client can now see consolidated status of all investments in a single statement.
[email protected] | www.deepamfinvest.com
The client & his Chartered Accountant are both pleased with the availability of information at the click of a mouse
[email protected] | www.deepamfinvest.com
Deepam is now able to monitor the portfolio efficiently & help the client get optimum returns on investment
[email protected] | www.deepamfinvest.com
Contact usFor FREE Review of your
Portfolio
CLICK HERE to schedule an appointment
[email protected] | www.deepamfinvest.com