Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Save to My Library
Look up keyword
Like this
30Activity
P. 1
Wealth Management for HNI’s

Wealth Management for HNI’s

Ratings:

4.0

(1)
|Views: 6,078|Likes:
Published by Dhaval Lagwankar

More info:

Categories:Business/Law, Finance
Published by: Dhaval Lagwankar on Jun 15, 2010
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as DOC or read online from Scribd
See more
See less

05/12/2014

 
Rf`j}g E`i`bfefi} hlq GIN¸t0
RG@] MLFT GNBG IF] RLQ]G NIMNXNMV@J % GIRN EF@I<
@ dj`ttnhnd`}nli vtfm a~ }gf hni`idn`j tfqxndft nimvt}q~ }l mfil}f `i nimnxnmv`j lq ` h`enj~ rn}ggnbg if} rlq}g) @j}glvbg }gfqf nt il {qfdntf mfhnin}nli lh glr qndg tlefalm~ evt} af }l hn} ni}l}gnt d`}fblq~* gnbg if} rlq}g nt bfifq`jj~ pvl}fm ni }fqet lh jnpvnm `ttf}t lxfq ` dfq}`ni hnbvqf)]gf fw`d} `elvi} mnhhfqt a~ hni`idn`j nit}n}v}nli `im qfbnli) ]gf d`}fblqnz`}nli nt qfjfx`i} afd`vtf gnbg if} rlq}g nimnxnmv`jt bfifq`jj~ pv`jnh~ hlq tf{`q`}fj~ e`i`bfm nixft}efi} `ddlvi}tnit}f`m lh qfbvj`q ev}v`j hvimt)]gf elt} dleelij~ pvl}fm hnbvqf hlq efeafqtgn{ ni }gf gnbg if} rlq}g !djva! nt -0 enjjnli nijnpvnm hni`idn`j `ttf}t) @i nixft}lq rn}g jftt }g`i -0 enjjnli av} elqf }g`i -0;;*;;; ntdlitnmfqfm }l af !`hhjvfi}!* lq {fqg`{t fxfi !tva%GIRN!) ]gf v{{fq fim lh GIRN nt `qlvim -6enjjnli* `} rgndg {lni} }gf djnfi} nt }gfi qfhfqqfm }l `t !xfq~ GIRN!) Elqf }g`i -6; enjjnli nirf`j}g dj`ttnhnft ` {fqtli `t !vj}q` GIRN!)GIRNt `qf ni gnbg mfe`im a~ {qnx`}f rf`j}g e`i`bfqt) ]gf elqf elif~ ` {fqtli g`t* }gf elqfrlqc n} }`cft }l e`ni}`ni `im {qftfqxf }gltf `ttf}t) ]gftf nimnxnmv`jt bfifq`jj~ mfe`im '`im d`i ovt}nh~. {fqtli`jnzfm tfqxndft ni nixft}efi} e`i`bfefi}* ft}`}f {j`iinib* }`w {j`iinib* `im tlli)
RF@J]G E@I@BFEFI] TFBEFI]@]NLI
]gf Nimn`i e`qcf} g`t affi tfbefi}fm a~ Rf`j}g e`i`bfefi} tfqxndf {qlxnmfqt ni}l hnxfd`}fblqnft* i`efj~?
 
V
j}q`%gnbg if} rlq}g* lq 
V
j}q`%GIR 'ni fwdftt lh 
VT
-4; enjjnli.* rnjj g`xf ` }l}`j {l{vj`}nli lh 0;*6;; glvtfgljmt a~ 1;01)
 
T
v{fq gnbg if} rlq}g 'af}rffi
VT
-0; `im -4; enjjnli. rnjj g`xf ` }l}`j {l{vj`}nli lh =1*;;; glvtfgljmt a~ 1;01)
 
Gnbg if} rlq}g 'af}rffi
VT
-0 enjjnli `im -0; enjjnli. rnjj g`xf ` }l}`j {l{vj`}nli lh 41;*;;; a~ 1;01)
 
T
v{fq `hhjvfi} 'af}rffi
VT
-016*;;; `im -0 enjjnli. rnjj g`xf ` }l}`j {l{vj`}nli lh 46;*;;; glvtfgljmt a~ 1;01)
 
E`tt `hhjvfi} 'af}rffi
VT
-16*;;; `im -016*;;;. rnjj g`xf ` }l}`j {l{vj`}nli lh 0)7enjjnli glvtfgljmt a~ 1;01)
 
Rf`j}g E`i`bfefi} hlq GIN¸t1E`tt e`qcf} 'af}rffi
VT
-6*;;; `im -16*;;;. rnjj g`xf ` }l}`j {l{vj`}nli lh 4> enjjnliglvtfgljmt a~ 1;01)
 
RF@J]G E@I@BFEFI] TFQXNDFT DLE[QNTFT?
 
H
ni`idn`j [j`iinib
 
[lq}hljnl
T
}q`}fb~ Mfhnin}nli, @ttf} @jjld`}nli ,
T
}q`}fb~
 
[lq}hljnl E`i`bfefi} °@menint}q`}nli* [fqhlqe`idf Fx`jv`}nli `im @i`j~}ndt
 
T
}q`}fb~ Qfxnfr `im Elmnhnd`}nli)
F^ DG@JJFIBNIB @QF@?
Rgnjf neefitf avtniftt {l}fi}n`jn}~ lh }gnt fefqbnib tfd}lq nt ` mqnxnib {lni} hlq elt} lh }gfhnqet* }gf~ h`df e`i~ dg`jjfibft ni hlqevj`}nib rniinib tfqxndft lhhfqnib eff}nib }gf djnfi}iffmt) Ni }gf hljjlrnib tfd}nli* rf rlvjm aqnfhj~ }`cf ` jllc li }gf cf~ dg`jjfibft `qf` ni }gf {qftfi} dli}fw})
0) Gnbgj~ [fqtli`jnzfm `im Dvt}lenzfm Tfqxndft?
V
ijncf l}gfq t}qf`e lh hni`idn`j tfqxndft*elt}j~ afnib }q`it`d}nli`j , dleelmn}nzfm ni i`}vqf* rf`j}g e`i`bfefi} tfqxndft qfpvnqf djnfi}t{fdnhnd tljv}nli `im tfqxndf lhhfqnib) Il lif tljv}nli fw`d}j~ eff}t }gf iffmt lh l}gfq djnfi}) Ni` tn}v`}nli lh gnbgj~ {fqtli`jnzfm `im dvt}lenzfm i`}vqf lh tfqxndf lhhfqnib* mfxfjl{nib `i~hlqe lh bfifqnd tfqxndf elmfj mlft il} tv{{lq} bqlr}g lh }gf avtniftt)
1) [fqtli`j qfj`}nlitgn{ mqnxnib }gf avtniftt?
]l eff} djnfi} fw{fd}`}nli lh {fqtli`j `}}fi}nli*elmf lh dleevind`}nli ni rf`j}g e`i`bfefi} tfqxndft }fimt }l af gnbgj~ {fqtli`jnzfm) ]gvt*}gf dlixfi}nli`j bqnmt lh dleevind`}nli* tvdg `t d`jj dfi}qf* m`}` dfi}qf mlft il} hn} rfjj)
T
vddftt lh rf`j}g e`i`bfefi} tfqxndft gf`xnj~ mq`rt li {fqtli`j ni}fq`d}nli rn}g }gf mfmnd`}fmqfj`}nlitgn{ e`i`bfq* rgl }`cft d`qf lh rgljf nixft}efi} e`i`bfefi} jnhfd~djf hlq avidg lh djnfi}t li lif%}l%lif a`tnt) ]gnt fttfi}n`jj~ qfpvnqft tfqxndf hnqe }l nixft} gf`xnj~ ni gve`i {qldfttft }l bqlle `im qf}`ni ` }f`e li dle{f}fi} qfj`}nlitgn{ e`i`bfqt rn}g dqltt hvid}nli`jtcnjjt)
4) Fxljxnib Djnfi} [qlhnjf?
]gf anbbft} dg`jjfibf ni {qlxnmnib rf`j}g e`i`bfefi} tfqxndflhhfqnib nt }l h`d}lq `im qfdcli }gf fxljxnib i`}vqf lh djnfi} {qlhnjf* ni }fqet lh nixft}efi}laofd}nxf* }nef glqnzli* qntc `{{f}n}f `im tl li) ]gvt* ` tfqxndf elmfj mfxfjl{fm hlq ` {`q}ndvj`q 
 
Rf`j}g E`i`bfefi} hlq GIN¸t4djnfi} d`iil} qfe`ni t}`}nd lxfq ` {fqnlm lh }nef) @i~ tfqxndf elmfj g`t }l af hjfwnajf filvbg }ldlitnmfq }gf m~i`end i`}vqf lh djnfi} {qlhnjf `im fw{fd}`}nlit `qntnib lv} lh n})
=
) Djnfi} Nixljxfefi} Jfxfj?
]gf dlixfi}nli`j `m`bf ° }gf elqf elif~ ~lv g`xf* elqf fhhlq}nt iffmfm }l e`i`bf n} ° {qlxft }l af l}gfqrntf ni d`tf lh GIRNt) Bfifq`jj~* djnfi} nixljxfefi}ni e`i`bnib }gf hni`idf qfe`nit li }gf jlrfq tnmf) ]gnt aqnibt livt lh e`i`bnib }gf rgljfb`ev} lh nixft}efi} `im mvf {fqhlqe`idf tnibjf%g`imfmj~ li }gf tglvjmfqt lh nixft}efi}e`i`bfq)
6) [`ttnli Nixft}efi} '[gnj`i}gql{~ `im Tldn`j Qft{litnanjn}~.?
Ni }gf qfdfi} ~f`qt ` }qfimg`t affi latfqxfm }g`} avjc lh nixft}efi}t a~ GIRNt g`t affi mnqfd}fm }lr`qmt {`ttnlinixft}efi}t '`q}* `i}npvf* ofrfjjfq~* dlnit* vinpvf `ttf}t* jvwvq~.* {gnj`i}gql{~ `imtldn`j,dleevin}~ d`vtft) @t {fq Rlqjm Rf`j}g qf{lq}* 00& lh GIR nixft}lqt rlqjmrnmfdli}qnav}fm }l {gnj`i}gql{nd d`vtft rn}g ` dli}qnav}nli lxfq 2& lh }gfnq rf`j}g ni ~f`q 1;;8)
V
j}q`%GIRNt dli}qnav}nli r`t fxfi elqf % 02& lh 
V
j}q`%GIR nixft}lqt }g`} b`xf }l {gnj`i}gql{~ dli}qnav}fm lxfq 0;& lh }gfnq rf`j}g) Ni }l}`j* }gnt fpv`}ft }l elqf }g`i
VT
-176 anjjnli bjla`jj~) @b`nit} }gnt a`dcmql{* ifr aqffm lh GIRNt fw{fd} }l t}q`}fbnd`jj~ e`i`bf }gfrf`j}g `im {fqtli`j qftlvqdft `jjld`}fm }l {gnj`i}gql{~ {vq{ltf* ni lqmfq }l e`wnenzf n}t ne{`d})]gnt mfe`imt ` qfj`}nlitgn{ e`i`bfq il} ovt} }l af ` {`ttnxf hni`idn`j `mxntlq q`}gfq ` {`ttnli`}f {`q}ifq tg`qnib ni}fqft} `im nidjni`}nli lh }gf `ttldn`}fm djnfi})
8) Jnen}fm Jfxfq`bnib D`{`anjn}nft lh ]fdgiljlb~ '`t `i fi`ajfq.?
Ni }gf qfdfi} }neft* rfg`xf rn}ifttfm }fdgiljlb~ ` cf~ fi`ajfq }l gfj{ avtniftt }l fw{`im n}t e`qcf} qf`dg rn}gqfmvdfm dlt} lh tfqxndft lhhfqnib) Lijnif a`icnib `im lijnif }q`mnib,aqlcfq`bf tfqxndft `qf }gf aft} fw`e{jft ni }gnt qfb`qm) ]fdgiljlb~ jfxfq`bnib g`t gfj{fm tfqxndft hnqe }l `dgnfxfvinxfqt`j {qljnhfq`}nli lh e`qcf} rn}g tvat}`i}n`jj~ qfmvdnib }q`it`d}nli dlt}) @t avtniftt qvjft`im tfqxndf mfhnin}nlit }l bvnmf }gf `{{jnd`}nlit }fimt }l af pvn}f dle{ltn}f ni rf`j}ge`i`bfefi} tfqxndft* jfxfq`bnib }gf d`{`anjn}nft lh }fdgiljlb~ }l eff} }gf avtniftt qfpvnqfefi}e`~ il} af gnbgj~ hf`tnajf ni }gf nin}n`j ~f`qt)
2) ]fdgind`j @qdgn}fd}vqf `im ]fdgiljlb~ Nixft}efi}?
@t avtniftt `qdgn}fd}vqf nt t}njjfxljxnib* ` {qlxfi a`tnt lh qftnjnfi} }fdgind`j `qdgn}fd}vqf `im hq`efrlqc }l tv{{lq} }gffefqbnib avtniftt bqf`}j~ qfe`nit enttnib) Ni `atfidf lh }gnt hq`efrlqc* `i~ nixft}efi}

Activity (30)

You've already reviewed this. Edit your review.
1 hundred reads
1 thousand reads
avi_chakra liked this
Shruti Desai liked this
Himanshu Sharma liked this
Ritwik Mohanty liked this
Sara Saud liked this
Man Rock liked this
sunayna1 liked this
Subbu Justcool liked this

You're Reading a Free Preview

Download
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->