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Options
- A
"Your portfolio has grown to ₹11.4 lakhs since you started."
- B
"I want to walk you through your fund performance over the last five years."
-
"Before I show you the numbers — do you remember what you were building this for?"
Correct answer
- D
"Your XIRR is 8.7%, which is below the benchmark of 12.1%."
Why this is the answer
Opening with a question before presenting data activates the client's thinking. It reconnects them to their original intent, which means the data that follows lands in context rather than as an abstract report. The answer to the question — whatever it is — becomes the lens through which the client interprets every number.
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