Lumpsum Deployment Calendar

💰 Finance & Accounting💼 Investment/Wealth AdvisorsintermediateanalysisWorks with: any

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Act as a SEBI RIA with 10 years of experience managing deployment of large cash amounts. I need you to create a 12-month deployment calendar for a client who sold property and received ₹1.1 crore. Here is the context: Cl…

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#lumpsum#stp#deployment#asset-allocation

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