ADVISORY
Your dedicated Premium adviser for client IN-104281 — coverage, availability and recent notes.
Neha covers multi-asset HNI books with an equity-growth tilt. For Aarav she is watching bank concentration, Persistent sizing and copper top-up timing.
| Date | Topic | Summary | |
|---|---|---|---|
| 09 Apr | Persistent sizing | Cap at 4% of equity sleeve | |
| 06 Apr | KYC follow-up | Resubmit Aadhaar colour scan | |
| 02 Apr | BAJFINANCE | Short-horizon buy published | |
| 28 Mar | Quarterly review | Book review deck shared | |
| 18 Mar | Gold ETF | ₹40k top-up executed |
ADVISER