Wealth Management In India

FINANCIAL PLANNING AND wealth vigilance GROUP ASSIGNMENT ON WEALTH charge outgrowth & PHASES WEALTH management MARKET IN INDIA excogitation WEALTH REPORT Submitted By: Momi Saha 2010054 Prateek Ahuja 2010162 B Raghu Verma 2010171 Sajal Agrawal 2010196 Sakshi Agrawal 2010206 Tushar Diwan 2010242 Submitted To: Prof. D. N. Panigrahi Associate professor Finance WEALTH MANAGEMENT PROCESS AND PHASES We have designed our wealthiness management deal with the lymph gland in mind. This is by no means an inflexible, mechanical congregation line but sort of a consultative parade and an approach, which puts the client centre-stage. Please attach more(prenominal) about our process following the links provided: supplement Find The starting point in our process is to create a profile of you, covering your personal accompaniments, current financial detail and family circumstances. This isnt a faceless questionnaire. Its a simple discussion where we do more listening than talking. We take in on the principle that the more detail we get at this stage, the better our understanding of your of unavoidableness which will enable us to stay relevant and babble out genuine added value issue forward.

Investment Strategy A readable understanding of your coronation objectives and adventure tolerance is at the obstacle of our enthronization process. How could we possibly urinate responsible and suitable investiture recommendations for anyone without fully understanding the background? This is probably the intimately timeworn stage of the process, but it whitethorn withal be the closely important. We aim to generate a clear statement of your investment objectives which in turn leads to an equally clear definition of the nonnegative allocation/investment outline to be pursued. At this stage, we in addition agree the broad parameters by which our relationship will be governed (i.e. restrictions, limitations, service level, costs). We educate you regarding the tradeoffs betwixt risk and reward, the investment environment and the forces that may impact on your...If you want to get a full essay, order it on our website: Orderessay

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