Wealth Management
EXECUTIVE SUMMARY
My project is on Financial Planning and Wealth Management. I have decided to take up this project because I had interest in the subject matter and wanted to learn more about Wealth Management. Financial Planning as the name suggests manages portfolio of every category of persons.
Wealth Management is targeted at investors who want to improve their current approach to investment in shares and securities and other fixed income options. Whatever be their investment approach like active, research based or otherwise, it is clear that investment has become a more involved activity. It calls for awareness and understanding of the business. It also gives an opportunity to investors to interact with its investment team. This may enable investors to gain insights into the investment process and better understand the performance of their portfolio.
Financial Planning and Wealth Management means not just knowing about the shares and securities but also requires knowledge about Stock Exchange, Depository System, Dematerialization, Taxation on such transactions, knowledge about Mutual Funds, Bonds, Debentures, Fixed Deposits etc.
I tried to cover all this aspects in this project so that one can get complete insight into all the options available for financial planning of an Individual.
Objective of the project: - “MONEY SAVED IS MONEY EARNED.” We all must have heard it sometimes or the other. The main objective of the study is directed towards this motive. Every individual or any organization is always interested in increasing its earnings. For this purpose the surplus fund is always invested outside so that there is proper utilization of financial resources, funds will not remain idle and there will be return on investment, which increases the profit of the organization. How this aim is achieved and what are the different ways of managing the portfolio, what are the different factors which one must know
My project is on Financial Planning and Wealth Management. I have decided to take up this project because I had interest in the subject matter and wanted to learn more about Wealth Management. Financial Planning as the name suggests manages portfolio of every category of persons.
Wealth Management is targeted at investors who want to improve their current approach to investment in shares and securities and other fixed income options. Whatever be their investment approach like active, research based or otherwise, it is clear that investment has become a more involved activity. It calls for awareness and understanding of the business. It also gives an opportunity to investors to interact with its investment team. This may enable investors to gain insights into the investment process and better understand the performance of their portfolio.
Financial Planning and Wealth Management means not just knowing about the shares and securities but also requires knowledge about Stock Exchange, Depository System, Dematerialization, Taxation on such transactions, knowledge about Mutual Funds, Bonds, Debentures, Fixed Deposits etc.
I tried to cover all this aspects in this project so that one can get complete insight into all the options available for financial planning of an Individual.
Objective of the project: - “MONEY SAVED IS MONEY EARNED.” We all must have heard it sometimes or the other. The main objective of the study is directed towards this motive. Every individual or any organization is always interested in increasing its earnings. For this purpose the surplus fund is always invested outside so that there is proper utilization of financial resources, funds will not remain idle and there will be return on investment, which increases the profit of the organization. How this aim is achieved and what are the different ways of managing the portfolio, what are the different factors which one must know