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TECNIA INSTITUTE OF ADVANCED STUDIESProgramme: MBA 2009MEENAKSHI GUPTA
Wealth Management: An analysis of wealthmanagement plans for existing and potentialHNWI investors
NAME:MEENAKSHI GUPTAPROGRAM: MBA - 2009ENROLL. NO: 0841703908FACULTY GUIDE : Mr.AJAI PAL SHARMA
 
TECNIA INSTITUTE OF ADVANCED STUDIESProgramme: MBA 2009MEENAKSHI GUPTA
Wealth Management: An analysis of wealthmanagement plans for existing and potentialHNWI investors
Concept
Wealth management is a professional service which is the combination of financial/ investment advice, accounting/tax services, and legal/estate. Asinformation and awareness is rising more and more people wants to enjoy the benefits of investing in various asset classes.
 
It involves giving suggestions by wealth management firms to potentialinvestors on the basis of their profile and financial objectives so that investor can get huge returns on their investment and then continuously monitor thechanges in investors profile, risk and financial objectives so that changes can bedone in investors portfolio
 Number of HNWIs around the world and value of their assets has beenreduced. Number of HNWIs globally is estimated to be around 9.5 million inyear 2006, an reduction of over 14.9% over previous year 
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TECNIA INSTITUTE OF ADVANCED STUDIESProgramme: MBA 2009MEENAKSHI GUPTA
Wealth Management: An analysis of wealthmanagement plans for existing and potentialHNWI investors
Concept
List Of Different Asset Classes in which investor can invest is given below.
Fixed deposit
Mutual Fund
Equity
Real-Estate Fund
Insurance product
Gold etc.Investor can invest in the above asset classes on the basis of the returns he/she isexpecting and risk he is willing to take.

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