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Role and Activities of a Wealth Manager

Written by - Sonal Sharma
Category - Wealth Management

Role and Activities of a Wealth Manager

The tasks performed by a Wealth Manager during the Wealth Management Process can be grouped into Data Collection, analysis of financial problems and creating solutions for the clients.

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Mon, 10 Mar 2025 0 1291

Indian Wealth Management Industry: 15 Reasons for Growth

Written by - Sonal Sharma
Category - Wealth Management

Indian Wealth Management Industry: 15 Reasons for Growth

15 Reasons for the growth of the Indian Wealth Management Industry.

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Mon, 10 Mar 2025 0 1218

INDIAN HNI FAMILIES

Written by - Sonal Sharma
Category - Wealth Management

INDIAN HNI FAMILIES

Total number: If we consider a household with a minimum net worth of Rs 250 million, there are more than 81,000 ultra HNHs in India as of 2011-12. Although, this number represents a miniscule 0.03 per cent of the total households in India, it is poised to more than triple to over 286,000 households by 2016-17. The report suggests that the total net worth of Indian ultra high-net worth households (ultra HNHs) will reach Rs 318 trillion in 2016-17, a nearly five-fold increase from around Rs 65 trillion in 2011-12. This growth in net worth will be driven predominantly by growth in the number of ultra HNHs and the returns on wealth.

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Mon, 10 Mar 2025 0 1330

Goal Setting in Wealth Management & Financial Planning

Written by - Sonal Sharma
Category - Wealth Management

Goal Setting in Wealth Management & Financial Planning

Goal Setting for clients is the first step in any Wealth Planning Exercise. This post discusses how a wealth manager can help clients find the appropriate goals to achieve.

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Mon, 10 Mar 2025 0 632

SCOPE OF WEALTH MANAGEMENT INDUSTRY IN INDIA

Written by - Karan Bhagat
Category - Wealth Management

SCOPE OF WEALTH MANAGEMENT INDUSTRY IN INDIA

The Indian Wealth Management industry is rapidly growing, driven by a rising HNI base and expanding millionaire population. With strong growth prospects, India is emerging as a key player in the global wealth landscape.

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Sat, 08 Mar 2025 0 1253

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