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Could Wealth Forum ask Mr. Amit Jain how he arrived additional tactical allocation of 33.33% or 46.67%? It is very difficult to understand kind of formula used in the calculation.
Nice working.can u share this excel sheet?
Thanks for the great input on Asset Allocation.
Appreciate your article and using processes. 1. How do you track client meting at intervals? Any tool or software is used o rate the client and record meetings? 2. How do you handle client query? Responsiveness mentioned to complete the task? Is it web based tool? Thanks in Advance.
Excellent model!! But can you clarify how you arrived at tactical %age of 66 or 13.33% or 23.33% in more detail.
Amit is among the brightest stars of DFDA, most energetic, enthusiastic, innovative, informed and always a source of inspiration for all of us in DFDA