Wealth Management Customer Data Set

https://www.kaggle.com/rgupt44/wealth-management-customer-data

The attributes in the data set are as follows: Row Number, Customer ID, Surname, Credit
Score, Country, Gender, Married, Age, Dependents, Number of Bank Accounts, Has Credit
Card, Emerging Market Fund If they invested 1, if they didn't 0, Real Estate If they invested 1,
if they didn't 0, Private Equity If they invested 1, if they didn't 0, Govt. Bonds If they invested
1, if they didn't 0, Corporate Bonds If they invested 1, if they didn't 0, ETF Technology If they
invested 1, if they didn't 0, ETF Health If they invested 1, if they didn't 0, ETF Med If they
invested 1, if they didn't 0, Estimated Salary

Problems Addressed

 The data set help us to understand the financial behaviour of the investor
 The behaviour can be understood by association of attributes
 Through this we can predict the investment decision of the investor based on the
behaviour

3Vs

Volume of Data is large around 10000 data points is there many attributes associated with the
data points and the data with respect to the customers is recorded with respect to the attributes
mentioned above.

Velocity is Data is low as the increase in the data i.e. speed at which data is added, updated,
deleted is low compared to data stored with respect to price movement of shares.

Variety of Data is not complex as it does not include any unstructured files i.e. Audio files,
Video files, Photos. The data is in Structured Format.

Potential Insights

 Find the patterns between the Estimated salary and the investments made
 Find patterns between age, dependants and their investment patterns
 Helps to understand the average Credit Score of the customers.
 Is there any association between Credit score and investment?
Challenges

 The behaviour of individuals differs from person to person. Hence, there is requirement
of large data sets.
 The data set may not prove the above findings statistically. But in general idea, there
may be association between the attributes.