🔗Links

Client Interaction

No	Links
1	Client Input Sheet
2	FinnFit Quiz
3	Plan Admin Login
4	Life Insurance Questionnaire
5	FinnFit Quiz Metric
6	Financial Fitness FAQs
7	Strategic Narrative
8	Calendly Meeting (with Zoom link)
9	Calendly Meeting (in-Person Link)

For RM

No	Links
1	WADMIN
2	LMS
3	Finnovate Wealth App Download (Android and iOS)
4	Login NSDL Account / Create NSDL Account
6	Generate MF CAMS Statement / Video Guide
7	Product wise - Vendor/Companies
8	Roles and Responsibilities (new)
9	Mutual Funds Portfolio Management Strategy (new)

Health Insurance

No.	Links
1	Risk Management Sheet
2	Health Insurance - Comparison
3	Risk Management Micro Site
4	Global Health Insurance Page

Links to Share

Financial Fitness Quiz

https://plan.finnovate.in/finnfit

Finnovate App Download Link (Apple App Store and Google Play Store)

https://onelink.to/kfm4ss

Client Input Sheet

https://tally.so/r/wdbxdr?rm=Yourname

Life Insurance Questionaire

https://forms.gle/AMV6TrFEYMJi8AbM8