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Investment Proposal: Portfolio Rebalancing by salil naik is a document available to read on EtoBox.

This investment proposal recommends selling select equity holdings for Sarla Verma and Sushil Kumar Verma and reinvesting the proceeds into two diversified mutual funds: Motilal Oswal Mid Cap Fund and Parag Parikh Flexi Cap Fund. The goal is to consolidate gains, reduce concentration risk, and enhance long-term growth potential through professional management. Next steps include obtaining client approval, executing sell orders, and monitoring performance quarterly.

Author

salil naik

Language

EN