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The project ³Analysis of Wealth Management Strategies for Institutional Client (Corporate)´
focuses on the various tools and techniques used by the financial service providing firms like
Anand Rathi Financial Services, while customizing the portfolio of their client, in order to
meet their investment goals. The key objectives is to provide corporate client with tailored
made retail banking services1, estate planning2, legal resources, taxation advice and
investment management, with the goal of sustaining and growing long-term wealth.
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The year 2008 was a year for the history books with plenty of capital market turmoil and
unprecedented events. The impact of toxic credit and the global recession spared no one.
Virtually every major asset sector saw large yearly losses, as investors sought the safety of
government bonds and cash, amid a near financial system breakdown and a massive rise in
risk aversion. Although the recession has not completely halted the investment activity; the
impetus for capital investment and the weighing of certain factors impacting the investment
decision are changed.
Building a successful wealth management practice in today's hypercompetitive and volatile
environment is more challenging than ever. To develop a successful wealth management
practice, it requires application of concepts across the fields of behavioral finance, alternative
investments, and tax and estate planning.
Also the problem with trying to define wealth-management strategy is that the business
model itself is very broad and deep in scope crossing investment management, asset
management, capital markets3 and investment banking4. It is hard to pin down a single system
or definition of wealth-management services. From a market perspective,
 
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managers to profile each of its corporate clients and determine the best solution that will
create a satisfactory client experience and achieve profitable target for the firm.  
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For e.g. while advice using calculator and planning tool might work for an individual
investors, and sophisticated tools like separately managed accounts, asset modeling, risk
management, etc. work for a high net worth individual, corporate client needs a more of a
research based advice which include tactical asset allocation, strategic portfolio rebalancing,
etc.
Corporate and Institutional treasuries5 need more sophisticated advice that should be backed
by credible research. Wealth manager needs to provide its institutional clients integrated
wealth management solutions across global markets, which are backed by proprietary global
economic & investment research. Thus, we decided to have an analysis of the various
strategies used by the financial advisory firms and a wealth manager, as well as the research
involve while designing such strategies.c

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