Question

A client approaches you for a De-Mat account opening. He seeks your consultancy for developing a portfolio in equity markets. Prepare a flowchart of your conversation with him and how would you deal with him. He is working with a private bank and has a salary package of 15 LPA. He is 27 years old and is single. His parents have their own source of income. So, he does not have any liability.​

Answer 1

Answer:

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