#1
January 25th, 2016, 08:53 AM
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Wealth Management Projects MBA
Hello sir I am in MBA final year and this yea I have to submit project on Wealth Management, so can you here give me some basic info on this topic so that I can make it
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#2
January 25th, 2016, 08:53 AM
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Re: Wealth Management Projects MBA
As you want to make MBA project on Wealth Management, so here I would like to tell you Wealth Management Services Provide Discretionary wealth management service, in which wealth manager give recommendation to consumer and invest according to customer discretion, wealth management Service is provided by banks, professional trust companies, and brokerages. for those with sizeable assets, professional wealth management can help you plan your estate or invest your assets based on personal criteria and financial goals. Wealth Management system is an integrated platform planed to support high demand of consumer relationship businesses and a complex portfolio management analysis, wealth management System offers a one-stop solution to take the guess work out of mandatory rollovers so you can save time and money. Wealth management can be furnished by independent financial advisers or large corporate entities whose services are planed to focus on high-net worth retail consumer . Such consumer would be considered mass affluent or upper retail consumer because of their net worth, the number of potential products they own from financial institutions, |
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