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Options
- A
"Based on your risk profile, I recommend shifting 30% to large-cap funds."
-
"You started your SIP in January 2020 at ₹12,000 per month, never missed a payment, and your corpus today stands at ₹11.4 lakhs."
Correct answer
- C
"The benchmark for your fund category over this period was 12.1%."
- D
"If you increase your SIP by ₹3,000 today, your projected corpus in 10 years changes significantly."
Why this is the answer
The Situation step establishes where the client is now — grounded in their actual history, not in recommendations or benchmarks. It acknowledges the client's behaviour and builds the starting point from which the rest of the narrative will move.
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