# Presentations & Documents

<table><thead><tr><th width="61.333333333333314">No.</th><th width="430">Presentation</th><th>Can shared with Client? </th></tr></thead><tbody><tr><td>1</td><td><a href="https://drive.google.com/file/d/1GZi1u-wNxoQPPKkp2wLHYB2bhsPdgzCb/view?usp=sharing">LiquiLoans</a></td><td>Yes</td></tr><tr><td>2</td><td><a href="https://docs.google.com/presentation/d/1rdDHBvXaNmqRxyM1G-Qb3rKMmr5nMWnVvGBlsI0GFf0/edit?usp=sharing">6 Pillars &#x26; 3 x 3 Matrix </a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>3</td><td><a href="https://docs.google.com/presentation/d/1SdnDOVtnVyiXYLMvuwQP_vnw6hZsTNSIJaqzbexK3tM/edit?usp=sharing">Mutual Fund - Equity and Balanced</a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>4</td><td><a href="https://docs.google.com/presentation/d/1lStt8r-NQ5K6HKKHsRN3fLv22TiwXJH4JHs9spMCDgg/edit?usp=sharing">Mutual Fund - Debt</a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>5</td><td><a href="https://docs.google.com/presentation/d/1ZiyB_srdXOy7sGOOIbUTcw-lBLeYQ3Hr/edit?usp=sharing&#x26;ouid=116150346640975792898&#x26;rtpof=true&#x26;sd=true">Mutual Fund Portfolio Management Strategy</a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>5</td><td><a href="https://docs.google.com/presentation/d/1fonKR5prSXW7W3Z8QiTKj_XMxrEuL1qLfc89ULkZ35I/edit?usp=sharing">Key Takeways : Mutual Funds</a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>6</td><td><a href="https://drive.google.com/file/d/16F1lIqB0tbqXDzgfbuSTAVR7QTaOoVwz/view?usp=sharing">Sanskruti Brochure</a></td><td>Yes</td></tr><tr><td>7</td><td><a href="https://docs.google.com/presentation/d/1s9Y7CRpQ421Ph2FHcXD0Uz-Ykdnn_FF4GogtwYCpkvM/edit?usp=sharing">Risk Management (Insurance)</a></td><td><mark style="color:red;">No</mark></td></tr><tr><td>8</td><td><a href="https://docs.google.com/presentation/d/16kOvqTlBYJZds2giPCLvtkYzwdRkVmqkM8pZTMD-Wuc/edit?usp=sharing">Health Insurance (Old)</a></td><td><mark style="color:red;">No</mark></td></tr></tbody></table>

<table><thead><tr><th width="66.33333333333331">Sr.</th><th width="307">Document</th><th>Can shared with Client? </th></tr></thead><tbody><tr><td>1</td><td><a href="https://drive.google.com/file/d/15ZDJx6FFAt1Uh0Crhg_-7kLBED9qgyO3/view?usp=share_link">Client onboarding Form</a></td><td>Yes</td></tr><tr><td>2</td><td><a href="https://drive.google.com/file/d/1BXv4dU5aJ4hucuD_C3CqkN_34Ogzvk45/view?usp=sharing">Risk Profiler (pdf)</a></td><td>Yes</td></tr><tr><td>3</td><td><a href="https://drive.google.com/file/d/1QWyxtlqQ6w98BI7GyjuKehvkRVq5IQ2w/view?usp=share_link">Input Sheet </a></td><td>Yes</td></tr><tr><td>4</td><td><a href="https://drive.google.com/drive/folders/1vttr7oqjsritsAp-9FHcmGYVnQQbBHzd?usp=sharing">All Agreements (PDF)</a></td><td>Yes</td></tr></tbody></table>

