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Wealth

Wealth

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Published by sinha_rini80
wealth management all abou
wealth management all abou

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Published by: sinha_rini80 on Sep 05, 2013
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09/05/2013

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 WEALTH MANAGEMENTREPORT
Submitted By:Nandita SinghRini SinhaNamita
 
WEALTH MANAGEMENT PLAN
Wealth management as an investment advisory disciplineincorporates financial planning, investment  portfolio management 
 A number of aggregated financial services.
High net worth individuals (HNWIs), small-business ownersand families who desire the assistance of a credentialed  financial advisory specialist call upon wealth managers tocoordinateretail banking, estate planning, legal resources,tax professionals and investment management.
Money managers who work to enhance the income, growthand tax-favored treatment of long-term investors
.
 
Types of Investment
Lending
Ownership
Cash & Cash equivalents
Money market funds

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