Wealth Management in Pune - 9021145028

 

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services.

Often, a holistic approach is taken within wealth management. To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, accounting, retirement, and tax services—may be provided. While fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s assets under management (AUM).

Key Takeaways:

    Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

    A wealth management advisor is a high-level professional who manages an affluent client’s wealth holistically, typically for one set fee.

    This service is usually appropriate for wealthy individuals with a broad array of diverse needs.

Call or whatsapp - Phone 9021145028