wealth management

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. In simple terms, it is a science of Judicious use of available Financial Assets and allocating aptly towards the achievement of Financial Goals. Financial Assets can either be Physical assets like Real Estate, Gold & other Tangible Assets or Non-Physical Assets such as Equities, Debt, Goodwill, Copyright, etc.

Obviously, one has to look for following aspects before assigning a Financial Asset to a Financial Goal.

  • Liquidity
  • Flexibility in Financial Transaction
  • Efficiency in Tax Returns
  • Real Rate of Return
  • Time Horizon of financial Goal

Wealth Management includes the activities of Financial Goals Planning, Wealth Creation, Wealth Enhancement, Succession Planning, Asset Protection and undertaking Review & Monitoring activities with corrective actions, if required, on regular basis.

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