🌟Advisory specific Links

Advisory

Sr. No	File Links
1	Shortlisted Mutual Funds with Parameters
2	Agreement | One Pager | Checklist Folder | Risk Profiler
3	All 4 Asset Class
4	Summary Of Financial Plan
5	Advice Dashboard / Sample
6	Financial Planning Flow - RM Stage
7	Financial Planning Flow - Backend
8	Loan Repayment Hack
9	Compliance Suitability & Compliance Part 2
10	Wealth Audit Template v2