Please enable JavaScript.
Coggle requires JavaScript to display documents.
Design Thinking - Coggle Diagram
Design Thinking
Sejal
Mutual Funds Distribution
Scenarios
Advising People on what MF will suit their budget
A lot of information under various schemes
Accessing the risk appetite
Tax Saving
Fund Utilization under a specified time frame to gain maximum monetary benefits
FUND Utilization
What amount of Funds
Where are the funds invested
Who is handling the funds
Trust in the manager
Information maping
Time Period
Monetary Benefits
Customer Analysis
Investment Fund Range
Time they are willing to lock in the money
Returns they are expecting
Risk Taking taking Capacity
Annual Income
Publicly shared
Unshared
Expenditure
Houshold Monthly & Annual
Lifestyle
Laibilities
Dependents
Loans
Medicals
Insurance
Behavioral Expenditure
By understanding emotional financial expenses
Understanding the fear
analyzing the situation and there behavior
three scenarios
Average down the funds
Fearing while looking at the portfolio
Not at all investing when market are down
Better Financial Advisor