Bonanza Finmart
19, November 2017 01:48 PM
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For details or queries regarding Wealth Management, please contact us :
Tel. No. : 022 30863707, 022 30863733, 022 30863987
E-mail : pms@bonanzaonline.com
Overview Your results on : Wealth Management | Overview
What is Wealth Management?
Wealth Management is a service offered by financial institutions to help the high net worth individuals protect and grow their wealth. Wealth Management is basically classified as an advanced type of financial planning to assist individuals, families and corporate in reinforcing and achieving life goals and needs through private banking and proper management of their financial resources. It is more than just investment advice, as it includes all stage of the person’s life.
Wealth management offers a wide range of Products & Services including Investment Planning, Retirement Planning, Insurance Planning, Asset Protection, Estate Planning, Tax Planning, Business Succession Planning and Wealth Transfer.
Who needs Wealth Management Services?
Wealth Management helps people in determining their monetary goals and develops a strategy which helps them in realizing their goals. It is a service designed especially for high net worth individuals. Greater diversification is needed in early stages of investment. This is where the independent financial advisers or large corporate entities help the clients through professional wealth management.
What are the features of Wealth Management?
  • Document management.
  • Interfaces with the banks, portfolios management systems, price vendors and other agencies.
  • Allows customer to review risk profiles.
  • Provides dynamic search.
  • Dynamic user access control.
  • Track holdings against model portfolios from returns.
Wealth management offers many advantages like:
  • Protecting the assets from misjudgments and creditors.
  • Reducing taxes associated with estate, capital gains and income
  • Improves yields with more diversification and less risk.
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