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How Do We Write Annual Review Letter to Clients

How Do We Write Annual Review Letter to Clients

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Published by PARAG NESARIKAR
HOW DO WE DRAFT A ANNUAL REVIEW LETTER- ITS IMPORTANT TO BE IN TOUCH WITH THE UPDATES AT YOUR END IN THE BUSINESS - LETS START BUILDING OUR BRAND OUR GOOD WILL-
HOW DO WE DRAFT A ANNUAL REVIEW LETTER- ITS IMPORTANT TO BE IN TOUCH WITH THE UPDATES AT YOUR END IN THE BUSINESS - LETS START BUILDING OUR BRAND OUR GOOD WILL-

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Categories:Business/Law, Finance
Published by: PARAG NESARIKAR on Nov 01, 2009
Copyright:Attribution Non-commercial

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11/01/2009

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FROM THE DESK OF PARAG NESARIKAR :It gives me great pleasure to share with you that we have completed 10 years in the world of Finance with the growing vision to serve people in India & Abroad. My journey Started from anInsurance Agent in 1998 to 2009 -A Registered Financial Consultant from USA.I Owe all my Success to my dear well wishers & Customers to support me in all wayIt’s a prevailage to communicate with you with this Annual Comprehensive Review procedurewhich we had designed 10 years back .This has helped both of us our Customers & our Organization in a big way. Many of our clientshave demanded the frequency twice in a year to suit their Portfolio .We update our clients with Full Comprehensive Insurance & Investment Portfolio Report .Here in this meeting we understand the Required Needs more closely & try to bridle the gapBetween Financial Needs & Financial Capacity with the Least Risk Route.The past year when I Look back is filled with mixed feelings. I believe it was not an ordinaryyear. Few events & financial world Collapsing, created uncertainity & fear in the minds of everyInvestor.I Appeal to every friend & Investor of mine to go for a Comprehensive Financial Planning.Few concepts with respect to your Insurance & Investments Are as follows :
 
The Financial Pyramid Principle
 
Replacement Ratio Method
 
Expense Ratio Method
 
Cash Flow Method
 
Capital Protection
 
Inflation Proof Method etcAre you aware of this above Financial Planning Method. You are in the Danger Zone Sir ,I sincerely appeal to Every Investor to call us for the above concept Awareness Programmee.Let me tell you If any Investor don’t take step ahead to protect their Financial portfolio thenNow then the COST OF DELAY will be too high .I along with my family & my staff wish you a very HAPPY Financial Year Ahead.

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