Wealth Management

Wealth management is an investment advisory service that combines various financial solutions to affluent clients
A wealth manager is a high level professional who manages the finances of high net worth individuals
It provides a holistic approach in which through a single service one can manage their own as well as family’s current and future needs and goals

Wealth Management Solutions-
1. Portfolio Management
2.Financial Planning
3.Tax Planning
4.Insurance Advisory
5.Estate Planning
6.Retirement Solutions
7.Risk Management

Key Drivers in Wealth Management-

1.Increased regulation and compliances
2.Multiple financial product
3.Demand for diversification of investment
4.Expertise knowledge to access market
5.Increasing no. of affluent clients
6.Increasing income of business segments

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