Summary |
Wealth Management requires a thorough understanding of financial planning process, as well as, of financial products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products. Wealth managers need to be conversant with these aspects to value-add to their client’s wealth management plans.
Written in a simple language, this book will help readers understand the process and steps involved in managing wealth. It includes wealth management process, understanding client goals and constraints, role of insurance, retirement and estate planning and wealth management strategy. It also includes cases and examples, along with sample questionnaires for client profiling and developing a wealth management plan.
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