Financial Investment Process Diagram Ppt Design

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This is a financial investment process diagram ppt design. This is a eight stage process. The stages in this process are identify investment goal, determine risk tolerance and time horizon, written investment policy statement, accounts established, investments allocated, quarterly investment reports, monitor portfolio and provide tax planning data, annual portfolio review and re optimize portfolio.

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  1. 100%

    by Sumit Kumar

    Use of icon with content is very relateable, informative and appealing.
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