An Introduction

Wealth, acquisition of wealth and management of wealth… the only thing in this world that truly has equal opportunities for everyone irrespective of caste, creed, race, sex or any other thing you know of where you are given differentiated / low / biased / non-privileged sort of treatment. This is the only area of human life where you could own the exact same asset that is owned by the multi-billionaire you know of. Each one of us has absolute & equal rights to acquire the wealth we desire… and the age old maxim of “what you sow; you shall reap” just fits perfectly. We would like to take this maxim further. The more you sow, the more you shall reap.

What is Wealth Management?

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or licensed investment advisors. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net-worth client. Wealth managers must contain a current profile of client holdings.  Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow. It is based on the long term relationship with the customer.  It results in deeper customer relationship which leads to increased profitability and more client referrals. Wealth management offers wealth managers the opportunity to cross-sell a huge range of services and products to each customer as appropriate. Wealth management is an emerging sector.

Features of Wealth Management:

They handle information for the following segments:

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