Allocation & Tax Playbook

12-page advisor playbook: allocation models for ₹1Cr / ₹3Cr / ₹10Cr portfolios, SIF tax mechanics, the STCG 20% conversation, rebalancing case study, year-end tax-loss harvesting calendar, and the CA hand-off checklist. Generic PDF here; partners can generate a co-branded version with their own contact details from the partner dashboard.