Schedule Quarterly Portfolio Review - Clients with Dhanayoga
Quarterly review of existing client's Multi-Asset Investment Portfolio
Agenda
- Actions Review (of last session)
- Goal Track- Target vs. Actual
- Portfolio Performance
- Events & Changes (Personal, Family, Career, Regulatory - Planned / Unplanned)
- Portfolio Actions & Rebalancing
- Other items (if any)
- Actions Summary
December 2023
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28
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29
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30
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31
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Online
1 hour