Wealth Management Solutions – An Overview

WEALTH MANAGEMENT SOLUTIONS – AN OVERVIEW Prepared by: Tapabroto Ray Chaudhuri MBA (Finance) Semester – 3 Roll No: 6

What is it exactly ??? ,[object Object]

WHY DO PEOPLE OPT FOR WEALTH MANAGEMENT ,[object Object],[object Object],[object Object],[object Object]

So who are wealth managers ???? ,[object Object]

Does technology play a part ???? ,[object Object],[object Object],[object Object],[object Object]

What does online wealth mgt solutions bring to the table ,[object Object]

Other benefits include ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Client segmentation and management ,[object Object]

Products & services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Solution illustrated overview PRIVACY+SECURITY Collateralised Banking Facilities LIQUIDITY TAX FREE GROWTH Global Income Personal Account Investment Bond Global Funds Global Equities Global Bonds Living Expenses

conclusion ,[object Object],[object Object],[object Object]

Wealth Management Solutions – An Overview

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