india-investment-proposal
CommunitySEBI-compliant client proposals in minutes.
Finance & Accounting#tax-optimization#financial-planning#investment-proposal#sebi-regulations#client-proposals#portfolio-allocation#regulatory-disclosures
Authortheamandreus
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Proposals for Indian clients can be time-consuming and require strict regulatory disclosures; this skill standardizes structure and content to deliver compliant, persuasive proposals for onboarding and ongoing client discussions.
Core Features & Use Cases
- Generate client-ready investment proposals with SEBI-compliant disclosures, allocation templates, and fee structures.
- Produce tailored one-page summaries and presentation-ready decks from client inputs.
- Use case: An advisor meeting a prospect can generate a full 12-15 page proposal aligned to SEBI guidelines in minutes, reducing turnaround time.
Quick Start
Provide client context and goals to auto-generate a complete SEBI-compliant investment proposal draft.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: india-investment-proposal Download link: https://github.com/theamandreus/wealth-management-india/archive/main.zip#india-investment-proposal Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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