Systematic Transacions & Asset

Allocation

Mukesh Kumar
Branch Manager
Amritsar.

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 Index
1. Company Introduction.
2. Types Of Syatematic Transactions.
3. Advantage of Sip.
4. Details Of STP And SWP.
5. Financial Planning.
6. Life Cycle And Wealth Cycle.
7. Asset Allocation.

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Type Of Systematic Investments
1. Systematic Investment Plan.

2. Systematic Transaction Plan.

3. Systematic Withdrwal Plan.

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 Financial Planning Excel

● /home/njuser/Desktop/BBK Dav College/FP_calc

ulator.xls

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