Wealth Management
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 including equity, banking and fixed income, insurance, real estate, art, d...
Saved in:
| Main Author: | |
|---|---|
| Format: | Unknown |
| Language: | English |
| Published: |
Chennai
McGraw Hill
2009
|
| Subjects: | |
| Tags: |
No Tags, Be the first to tag this record!
|
MARC
| LEADER | 00000 a2200000 4500 | ||
|---|---|---|---|
| 003 | OSt | ||
| 005 | 20260429125344.0 | ||
| 008 | 260429b |||||||| |||| 00| 0 eng d | ||
| 020 | |a 9780070656819(pbk.) | ||
| 040 | |c DDC | ||
| 082 | |a 332.024 DUN | ||
| 100 | |a Dun; Bradstreet |9 5431 | ||
| 245 | |a Wealth Management | ||
| 260 | |b McGraw Hill |a Chennai |c 2009 | ||
| 300 | |a ix, 144p. | ||
| 520 | |a 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 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 clients’ 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. Wealth managers, financial planners and advisers, fund managers will find the book quite useful in their day-to-day work. | ||
| 650 | |a Financial planners |9 52024 | ||
| 650 | |a Wealth Management | ||
| 942 | |c TB |2 ddc | ||
| 999 | |c 447244 |d 447244 | ||