Wealth Management vs Asset Management: Key Differences Explained
In India, when we say asset management, we’re talking about a very specific setup - Asset Management Companies (AMCs), licensed and regulated by the Securities and Exchange Board of India (SEBI). AMCs are institutions that collect money from the public...
What is Wealth Management? Meaning, Advisory
The Indian economy is undergoing a transformation, and so are the financial needs of its people. With rising incomes, changing investment behaviours, and the lack of expertise and time on the part of individual investors, the demand for professional wealth...
How to Choose a Wealth Manager for Your Financial Goals?
Would you trust your health to just any doctor? Probably not. Similarly, your financial health deserves the same level of careful consideration. The art of wealth management is not just in making money but in keeping and growing what you...
Wealth Manager vs Financial Advisor: Key Differences Explained
Managing money is not just about selecting stocks or saving for retirement and forgetting about it. You also need to have a plan in place that suits your financial needs. Some individuals require help with selecting the appropriate investments, while...
How to Select a Private Wealth Manager for Personal Wealth Growth?
Imagine you start a clothing business. In just a few years, orders pour in, and your brand becomes famous. But soon you realise you can’t manage everything alone. You hire a manager to help you, and things start running more...
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Guide on Choosing the Best Wealth Management Companies in India
Life is full of financial milestones. You get that job promotion you have been working for. Your business starts turning better profits. You receive an inheritance or unexpected bonus. As your wealth grows, so do your financial opportunities. But here’s...
Retirement Financial Planning & Retirement Advisor Services
Did you know general and medical inflation in India are around 5% and 14%, respectively? This means that expenses like food, housing, transportation and healthcare will continue to rise. So, covering these costs in old age, without any regular income,...
How to Invest in PMS: Steps, Benefits & Minimum Investment
India ranked 4th in terms of the number of HNIs, according to a recent report by Knight Frank. With the rising number of wealthy individuals, the investment landscape has also evolved. Many high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) are...
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