Summary |
This well organized lucidly written book focus on financial planning aspect, retail savings and investments, high net worth individuals, competitive dynamics and customer preferences. It is deliberately designed to facilitate students to acquire knowledge, develop analytical skills and gain insights pertaining to how a wealth manager strikes winning strategies to establish funds to handle competing demands for spending, saving and investment. This comprehensive book is intended as a text for students of management, useful reference for practicing managers, ICWAs CFAs and CAs as well as professionals in the field of finance.
Key features:
• Pedagogically rich to help students retain and apply chapter concepts
• Comprehensive coverage of all aspects of the wealth management and financial services industry.
• Extensively covers the dynamics of investment banking, retail banking, financial risk management, CRM, insurance, banking services, weather derivatives.
• Highlights latest trends with figures and tables.
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