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Posts tagged: information

Information is not equal to Suitability.

February 26, 2021/ Learnings / Leave a comment

During one client conversation, the question came up, should we invest in the Sukanya Samriddhi Account? This is one case. Explainer: The client is investing in his company stocks for his child’s education. He has a long term vision, time for the goal and a good risk appetite.  Investing in stocks is a good idea […]

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