What makes our customers love MoneyWorks4me?

I found my interactions with your advisers/expert quite value adding to get more insights in investing which is a complex animal. Few Suggestions 1) For meeting customer needs more effectively and proper understanding of customer risk profile, suggest to introduce concept of dedicated adviser to a group of investors with similar risk profile and portfolio size. 2) Need to make investors aware of dimensions of research work you do on continuous basis so that investors will not have adverse reactions to your membership fees. 3) If you review company performances of companies with either high growth potential or high business risk, I suggest to share opportunities as well as risks potentials more frequently than 6 months, please highlights your findings every month thru a newsletter to all investors. It is expected that each investor will draw his/her own action plan with consultations with dedicated adviser allocated to him.

M V Sahasrabudhe
Canton