ISBN 9780070656819,Wealth Management

Wealth Management

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ISBN 9780070656819

Tata McGraw - Hill Education

Publication Year 2009

ISBN 9780070656819

ISBN-10 0070656819


Number of Pages 160 Pages
Language (English)


The recent upsurge in disposable income among the affluent class has added to the significance of wealth management as a discipline in India. The book describes various steps and processes in managing wealth using simple language, case studies and numerical questions. The book will be useful for wealth Managers, financial Planners, financial advisors, fund managers, relationship managers, product Managers, CEOs, CFOs, and students and teachers of MBA, CA and CFA. Table of content :- Chapter 1. Overview of Wealth Management Chapter 2. Client Goals and Constraints Chapter 3. Client Education Chapter 4. Asset Classes Chapter 5. Role of Insurance in Wealth Management Chapter 6. Retirement Planning Chapter 7. Estate planning Chapter 8. Wealth management Strategy Appendix Questionnaire 1 Questionnaire 2 Index

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