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- Know how much money you need for your Children Education / Marriage Fund ?
- Know how much money you need to invest for a Comfortable Retirement ?
- Have a plan to fulfill all your Financial Goals ?
- Plan your Taxes Efficiently ?
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Or are you relying on Insurance / Mutual Fund Agent or a Bank Relationship Manager, who while recommending above is more interested in selling you the product where he can make his maximum commission. Or recommends you a product because (s)he has a target to achieve in order to save his or her job or get a promotion.
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