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Investment Advice Proposal Powerpoint Presentation Slides

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Presenting Investment Advice Proposal PowerPoint Presentation Slides that have been designed by our professionals for your convenience. You can alter the colors, fonts, font types, and font size as per your requirements. The template is compatible with Google Slides which makes it easily accessible at once. You can open and save it into various formats like PDF, JPG, and PNG. The slide is readily available in both 4:3 and 16:9 aspect ratio.

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Content of this Powerpoint Presentation


Slide 1: This slide introduces Investment Advice Proposal. State your Company name and begin.
Slide 2: This slide displays Cover Letter.
Slide 3: This slide shows Proposal Outline.
Slide 4: This slide showcases Project Overview.
Slide 5: This slide represents Project Context & Objectives.
Slide 6: This slide showcases Investment Details.
Slide 7: This slide depicts Project Overview.
Slide 8: This slide shows Our Capabilities.
Slide 9: This slide showcases Types of Asset Class we Invest In.
Slide 10: This slide depicts Our Investment Strategy.
Slide 11: This slide represents Asset Allocation with Risk Budget.
Slide 12: This slide showcases Account Review.
Slide 13: This slide showcases Holdings Summary. This slides mentions details of all investment portfolio for the existing customer
Slide 14: This slide describes Allocation Overview. This slides mentions details of the company’s overall portfolio investment allocation
Slide 15: This slide shows Risk & Return Methodology.
Slide 16: This slide showcases Estimating Risk Potential Methodology.
Slide 17: This slide represents Estimating Return Potential Methodology.
Slide 18: This slide shows Return on investment & fees.
Slide 19: This slide showcases Return on Investment & Fees.
Slide 20: This slide showcases Communication
Slide 21: This slide depicts Communication.
Slide 22: This slide displays Company Introduction displaying- About us, Our investment philosophy, Our team.
Slide 23: This is About Us slide to showcase Company specifications.
Slide 24: This slide depicts Our Investment Philosophy.
Slide 25: This is Our Team slide with Names and Designations.
Slide 26: This is Our Team slide with Names and Designation.
Slide 27: This slide shows Past Experience with- Client testimonials, Case study.
Slide 28: This slide displays Client Testimonials.
Slide 29: This slide depicts Past Experience with- Case Study, Return on Investment.
Slide 30: This slide shows Next steps.
Slide 31: This slide depicts Next Steps.
Slide 32: This is Contact Us slide with Address, Email address and Contact number.
Slide 33: This slide is titled as Additional Slides for moving forward.
Slide 34: This is About Us slide to showcase Company specifications.
Slide 35: This is Our Mission slide with Mission, Our Target, Vision.
Slide 36: This slide shows Roadmap process.
Slide 37: This slide depicts Roadmap process.
Slide 38: This slide also shows Roadmap process.
Slide 39: This slide shows Roadmap process.
Slide 40: This slide shows Roadmap process.
Slide 41: This is 30 60 90 Day Plan slide.

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    Understandable and informative presentation.

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