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Formats & Checklists
Loan Documentation Checklist
Characteristics for Business entities
Business Plan for expansion
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Expense List
Distributor application form
Experience letter
Employee appraisal form
Interview template
MOM formats
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Reads & Guides
Business Plan for expansion
Business Planning
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Marketing Plan Assessment
How to Delegate Work
Marketing Plan Guide
Social Media Marketing
What Is Family Business
Stages In Family Business
Weakness of Family Business
Role of Family Members in the Governance of Their Business
Issues Faced by Families and Individuals having wealth
Eight Principles of Strategic Wealth Management
Strategy Maps Case Study

Useful Excel Templates
VCS Day Trade Calc
Check your Management Diamond Value
Financial Analysis Template
Portfolio rebalancing simulator By Pattabiraman M
Personal Expense Tracker By Bhargav D
Monthly Financial Tracker By Pattabiraman M
Option Trading Work book By optiontradingtips
Financial Goal Planner 1.5 By Abhishek Shah
Mutual Fund SIP returns risk analyzerJune 2015

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Important Stuff
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Get in touch with us
  • Registered Office :
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