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Wealth management

08 October 2013

I would derive immense pleasure to increse my knowledge on wealth mangement.Every Bank and many NBFC 's have separate division for same.please give details on services they offer,nature of clients who avail such services, degrees or courses acquired to enhance career in wealth management. Also notify difference from Investment banking. Thanksgiving Parshwa shah.

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Mihir (Wealth Manager) (5293 Points)
Replied 08 October 2013

HNI or High Networth Individual who have high investible funds would like to get professional services in managing their future cashflows and investments in short/medium/long term. This is where wealth management or wealth manager comes in. Banks and NBFC offer wealth management services to HNI helping them to manage their money by offering financial advises and also financial products to invest in.