|Nome~ Gaur tmaneah, Sao ce RSM Nes S67 ONE Siem AT eto) PRN - 2920200351 [PeBignment - Meaty, monogement aoe Hy | ie penis MANAGEMENT ieee _____ 6). | | Components _of _weatth management: >_< = =? |_| 1: fsh “floc essa qement a Ren ersten Mina el — i | Since money 18 a Limited -resnurce ; financial objectives tr needs to be piloted: b) A_toeatth manager must understand the ¢lients_assets, = |_| WowtiPifes and net conn to stan and Impletnent the — tit tne. jan_to Save more money. |9- Investment Management 6 + iat -{2-_[nvestment [Management 2 — 4 (nunlves_a detailed and_teqolar revieto of the. feny’s Invesiment as It 16 an_tmportant component of wealth | Wis met = - = westment monagemMent 16a. prccess. of managing atts. assets_and ae itea‘t Seer teats motool fonds ete [xo meet investinent! goals. TI rnnuSePre and preserwe o_clfbnbs \nulestineti= Let nS | 1b) A encaith rama ger_shovld_have-a_good _scneudted ge aboot thé | ~ | Lae. veduei%en Shales, mettod-* FO generate < ofits aes Inenae ont _caccil sranséer- consideresZons 10. maxtmaizes st} Ue) Tax defined fer to -nvesument eanigs fle inlet aftfdend —-— | ox tpl goths tne ore x fe.) 1 shag Sy cs ee ees FOR EDUCATIONAL USE TTh.Ingvronce Agcesmentt $_ Pee eieeeM 9 ean Hite 10S easements leak ea Teo el managennent_ needs) iil change cae b) tenth manage most assess fanalyss) 4He_proabllt © 2 | \ossee_and provide Solwffons acco rdingly Sy Sfooie Plant eg AVA cent can contol the diifihutton of p&asets dufing his life “ial || Je. Bosfoess guceessfin floniting | Jani upen_denth for-caich on Rata te plat need to be structred 3 [4that focuses on fox _teductlon SS B)Aufit might not _neressatly_proter the sents eafshes of I poate expectation leustt of the beneficfarfe thos_saating { Festate tanning, maportont Ti sans cart itp yu oce0y dl Gale of pustness to heneri ciayfes or a manage the iy pperaitorns of butfness but alse fo oy transfey oy _| Aiiel_patky._7 [b)it_tequihes_piojer plansiing to ensure thot the Clie can gel? | moaximom tax benefits: L 4. Refrement Planning 3 ‘and Ce a) A_twenith manager Must nd asplintfonal iestyle and yeaily pryertfory to-create able | B nt Cash: Piney. a ae . = ‘ 2 P) Ther help fo Idemity the tate of tein requited te adhere | the defied goals along tresving chakgfe = | = FOR EDUCATIONAT 105 =5 . 8: Ald cian Servires 8 fn se a) wealth Managers ‘ack inf l 5 ot it fina me is canon clients: jo etast tok ©] Recounts and_othe Ts _ieparis_ts help ‘the dlitnts 2 2 90,0 stepper ite * lexhen a Person, donates. ok _foyreqat Setutter se-adufce hfs elibents tn ma#lts-teb0iSe——)de @ Sw: = Sy : a i pais Invative on fnancal edueaiion =. iF I . ofl cppojeck ©, a ‘Big Oe, y + is she objective OF this peice i fr 3 +the_cen tial bane and_general banking‘ 7 dents Js erban_ &°rotat_ayeas_. defence personne orc stn jt 1nedbies SS ve, one! ___}_ — = The project ‘nas_been_\ Focusing on eco omy PRLS HS activities chereas the. Second fecn sing on. -genetal_hanlihg: 2 | appimpiiale channels. 2 Sear fi a excl false bea sc Provided dente meet oe “yo_prside Snon dal edocatfon to yartous_target: ae | _| ie sehool 8 college Students, iiddle theame grow p hom |__|makers - + ‘the yesoue persons oe | pt in US | {aspects of Haante e the _lnoualedge aboot fin | _|+SEBI also pobiishes shody material ln ais eet vargeote | | langge] hn Sct hpeld vaSens_pregtams—-_ _| regionaty. An she oap ice ole a de FOR EDUCATIONAL USEo ° 3. IRA's Iniifottues of Frnancial education ® [she tnswrance Geystans afd devant athe ofnlla | has token watiot of _[-12nA conducts an_annval Seminar anpalfey coith fe Sone mer_bodfeo- book { ° Leb has organized eT arama duties of policy holders meng /®h, hind a Te one gn © 4 online “assfshance. \ A: PPRDA Whitiotfues of financfal edocarfon & a I the_fensfon_ fond. Seqaisy_afel dtclopment auto Sees ulate’) hes _ be d_linuolvsct| Sotial Secnrfiy _metiages 40 al ‘adit a Pe hs dbp! Te Rly kk gue eae website. ‘he fc anietion! inte the fener ee awe paar Nn alt ake + PRoA: tine has sieswed aduersament ty | of connmenby. __ ae Syl sgptegas Lmetnaadea\ ce ee pension telated qeareness tn_veinaoata sages a ———_ ryeld Curve TA fold’ Curve shows Lee | toierest rate lost oe bnumnesing) and Ahe* frie to movaiity__| Types of Yield Cutve of Shapes fot tL The slope of Yield Cowe has -been_agood Indica kor of 5 oo |_| economfe acifitiy os the cowe helps thetinvesior ste 2 | | bunder: tan the dtteciion_n_cobfeh unless an eerie iL [1sThe pommel. Yiid_curve upward sloplng) 2 | ‘bond uth tonger matvitiy petted. “saya igh. tl ing + ;lt_means. thatia | ___ thao Are samé_bond with a ‘being equal- bh b-tne Innger_pte ob snd the higher dhe chance of afk | 9) _Lassectated wtih ending nnoney Hence the lenders demand hij | || | Yate of Interest fer these bande. sate suis IL ie. |_[C-sine. the lenders demand hig hes interes tates, the cenhiq | | | Lbante alse rate the inferest rates to fait InPlatfon, oe | 2 1 ender: Loe3 Pel. torve Sng) sou (eae 4: An inverted yield Cowe 18 docantoar ~And_H_ Meads —— thot a bond cith longer maroity perfol_pays-a_ lower —— Pe eee tn uly ‘a_shoner_maturtiy peffod —— jpays_aligher yeild: oo hee b- lt Indfrates ; tecessfon ie economfe Slowdoran aS} \nvesters_aniicipate pied) Lex demand for_money lh future ond hence to wer the Interest pate —_—________= _|_ | h. the Hampel Yio Core 2 slog ale i icticcincat fac cata ss medion rates ‘els bcThis_generaliy happens csher_thete_ts-an-increade _ | in deménd st decteaxe in Supply OF tony tem bonds, | ee t 20. Sa |!a Qu. | |4: Types 0 “inuetest ata = botrocall and 14-18 often expres FI seas an “ann rates , @s the name bggest are the fate Perera = stil sa es_of Interest Rates. ‘S \ ‘fhsaiag | wae fale — Float Up and down_as per the aa arket movemenis: Joo ja lt [mortage 1s mos? suiled + ao Ploating ta __||_ {yale enviornment - etn Stable Interest __}— bs [2 Fixed Rate = re Pla tate ane typi Sel oe the pe | fond 5 yenrs = our tean (5) tan-be eee ___||_{sob-teans_se nat fexent_tte tan be Aast-8 ea! _|Aenms ths. Sey tanh ta Ses 1 ay te '§_ between _€ month? | _|s- Capped gate ~ ie oe |_| this f sole epg ig aa (Teameontor unereasing 1 eps ae Sin ami Se eed 2, aSiNE 5. Frenomio_Sale = Fronomies of Gcale efor tothe material = Handi nd_ Stor Of advance technnlogtes- High valine Linge-guantig) Lomas geen —bave a_suai—oppeniity 48) achfeuo these. bentifts hecause they Can_apread- technolngs Fixed cost over large volume Pobiicand _| | Contract warehouses are generally _pexcteued to offer see reiaarndas intarale aie: they Gere molifple | = Clfents and that loo in Large quantities: [| aa | bap | | iC. Allernatfve_\nvesiments_* = Sane sie! “| depen Towesiments 4 Risis_ of tnuestment 8 ee \ 2 alway_a risk that the bavouner_ult-die-g2———) | ee ‘or _dePault on _tnap- jlence a one a remem to ensure that hi ng. Ble faut froPorence s | Feople a nee ewes sable frm fiat — ‘° | take tH jae “Tea caf, ratio shar iseling IPDS SS el ep Cocks a a ~ ZAR EDUCATIONAL USEH- Econom?c condition & Y - A { SN econ. Pp the economy 18_Shong thal the..1n terest — yates willl be high: 1f the conamy Is Weal, the Interers | | yates sill he loc. ! 1 Mor