As per sebi order WTM/MB/WRO/WRO/5439/2019-20 we are not on boarding new clients for any queries contact firstname.lastname@example.org
Sales Exe Informs you about referral program
You provide referral to sales Executive
Executive notes all the details & forwards the call to referral dept.
Referral Department verifies all the detail & gives confirmation
A fresh lead creates in CRM for referral client.
Follow-up starts with Referral Client & We offer services.
Reffered Client converts into Paid client
Sales Executive gives confirmation to you about client conversion.
You are now eligible to enjoy the Referral
Discount on your next subscription
You have six months to redeem this Discount.
End the process, For more discount follow the same.
As per the SEBI Investment Advisor Regulation 2013, the IA shall have a reasonable basis for believing that a recommendation or transaction entered into:
After analyzing your risk profile, the services that are offered to you meets up all the above mentioned criteria and concludes the following:
We request you to kindly comprehend the above mentioned suitability assessment and provide us your answer in affirmation or disagreement, as the case may be.