👉Presentations & Documents

No.	Presentation	Can shared with Client?
1	LiquiLoans	Yes
2	6 Pillars & 3 x 3 Matrix	No
3	Mutual Fund - Equity and Balanced	No
4	Mutual Fund - Debt	No
5	Mutual Fund Portfolio Management Strategy	No
5	Key Takeways : Mutual Funds	No
6	Sanskruti Brochure	Yes
7	Risk Management (Insurance)	No
8	Health Insurance (Old)	No

Sr.	Document	Can shared with Client?
1	Client onboarding Form	Yes
2	Risk Profiler (pdf)	Yes
3	Input Sheet	Yes
4	All Agreements (PDF)	Yes