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All you need to know about wealth management and why you need it
Keyword used: wealth management, private wealth management, investment management
What do you know, when you hear the word ‘wealth management’? While the conventional notion is about financial planning, that is just a small part. In fact, there is a lot more to what is wealth management, than just planning your income and investments.
Wealth management, also known as private wealth management is, in fact, a goal-based plan that will allow you to sustain and grow your wealth on a long-term basis. It is an incessant investment – advisory process that includes a combination of financial planning, investment portfolio management, risk management analysis and a number of aggregated financial services. With a strategic plan, well-off individuals or prosperous businesses can achieve financial goals in a systematic manner.

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