Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers.
Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.
Wealth management is an integrated process for helping clients manage their wealth. It involves a wide range of services like investment management, financial planning, retirement planning, Estate planning, tax planning, debt management and cash flow.
Family First Capital Private Ltd, B 6/7,
Satyam Shopping center, M.G. Road,
Ghatkopar – East, Mumbai - 400077