LifePage Career Talk on Wealth Management

LifePage Career Talk on Wealth Management
http://www.lifepage.in/Career.php?id=20190423-0001&in=Career-in-Wealth-Management

Full Talk: https://lifepage.app.link/20190423-0001
Trailer: https://www.youtube.com/watch?v=9gY9CX269yw

By Achin Jain
[Co-founder in Client Alley]

What is Wealth Management?
Achin Jain: "Wealth management is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services."

How I got into Wealth Management?
Achin Jain: "I did BE Honours from College of Engineering Roorkee and MBA from Pune University. After my education, I started working with various banks and in 2014, I started my own Wealth Management Company with my friend in the name of Client Alley."

Achin Jain's LifePage:
http://www.lifepage.in/page/achinjain

(Wealth Management, Achin Jain, Client Alley, Co-founder, Money Management, Finanace, Banking)


Did you miss our previous article...
https://wealthvideos.club/Wealth-Management/stock-marker-reaches-key-decision-area-the-closing-beat