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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. The book will also be beneficial to MBA, CFA and CA students.
Dun and Bradstreet (NYSE:DNB) is the world?s leading source of commercial information and insight on businesses, enabling companies to Decide with Confidence(R) for 167 years. D&B?s global commercial database contains more than 140 million business records. The database in enhanced by D&B?s proprietary DUNSRight(R) Quality Process, which provides our customers with quality business information. This quality information is the foundation of our global solutions that customers rely on to make critical business decisions.
D&B features on Fortune?s Most Admired Companies Industry List, ranking first in the Financial Data Services category. D&B outranked other leaders in the category and was also ranked first among the six in the areas of employee talent, financial soundness, long-term investment, quality of management and use of corporate assets.
