Mutual Fund Cross-Sell Pitch Script
The prompt
🔒 Unlock — ₹299Act as a Wealth Manager + SEBI-RIA. Write a 4-min pitch script to recommend a goal-based MF SIP to a salaried customer (35-yr-old, ₹18L p.a., looking for retirement corpus). Cover: (1) goal discovery questions, (2) risk …
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Tags
#mf-sip#wealth-manager#sebi-ria#goal-planning#kyc
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