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VSK Expansion Plan - Coggle Diagram
VSK Expansion Plan
Understanding the busines
Team, their skills and attitudes
Softwares and how they work
Fin PLanning
Omnimax
Mindmap
Risk Profile
Finametrica
Syntoniq
Data Management
Investwell
Reserach
Morningstar
Balance Sheet Cash Flow and Revenue
Initial Client Conversations
Planning Process
Client List with all demographics
How to get new clients
NCP
Friends
Hitesh
Arjun
Prasad
Suyash
Henna's extended family
Dosti
Some of Mom's select clients
Couples of NCP
Basic Changes Identified
Engagement Letter
Google Reviews
Speed up delivery process
1 Year Goals
No. of new clients
Increase in AUM
Improvement in NPS Score
Understanding the IFA Business
Mutual Funds Schemes and types
Best performers in each category
Debt Funds and relevant Metrics
Communication with Clients / Prospects
WhAatsapp group / Email Subscription
Broadcast List
DIY Workshop
Inbound Leads
Website
Linked IN
Google