Sandeep_Call_Booking_Mar26 1x1 HD — Transcript
Full transcript
- 0:00Hi, my name is Sandeep and I'm one of
- 0:02the founders of Deserve along with
- 0:04Vaibhav and Sahil. We want to leverage
- 0:06our collective experience to partner
- 0:08with affluent Indians and help them
- 0:10manage their wealth.
- 0:11>> [music]
- 0:12>> You're about to book a one-on-one call
- 0:14with a client financial partner of
- 0:15Deserve. Now, it's natural to wonder
- 0:18what exactly happens on the call.
- 0:20Broadly, we've structured the call in
- 0:22three parts.
- 0:23>> [music]
- 0:23>> First, a review of your existing
- 0:25investment portfolio to understand your
- 0:28asset allocation, its [music]
- 0:29performance against their respective
- 0:31benchmark, and insights on your
- 0:33portfolio. Second, we address the
- 0:36concerns on your current portfolio based
- 0:38on prevailing market conditions. And
- 0:40finally, the client financial partner
- 0:43will help you with an investment
- 0:45solution that aligns with your
- 0:47investment requirement and risk
- 0:48appetite.
- 0:50Thousands of investors have attended
- 0:51these calls gaining not only clarity on
- 0:54their investments, but also a fresh
- 0:56perspective to look at their long-term
- 0:58wealth creation journey.
- 1:00Investment in securities market are
- 1:02subject to market risk. Read all the
- 1:03related document carefully before
- 1:04investing.
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