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rakeshsheth.com
“To become an advanced consultant, you can’t simply do more of the same; you need to deepen your knowledge while seeking feedback that allows you to grow as an individual.”
This quote by William A. Pasmore aptly sums up the role of a consultant.
“To become an advanced consultant, you can’t simply do more of the same; you need to deepen your knowledge while seeking feedback that allows you to grow as an individual.”
This quote by William A. Pasmore aptly sums up the role of a consultant.
“To become an advanced consultant, you can’t simply do more of the same; you need to deepen your knowledge while seeking feedback that allows you to grow as an individual.”
This quote by William A. Pasmore aptly sums up the role of a consultant.
DIRECT STOCKS
Direct equity covers portfolio services, PMS and other advisory products
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Target investment period +4-5 years
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Retail portion contribute a smaller portion
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Thorough research.
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Monthly updates, portfolio reviews, meetings
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Evaluate, restructure, build a customized equity portfolio
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