Knowledge plus series i 280913


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"Knowledge Plus for Wealth + " will give you the overview of the recent happenings in the financial market.
As you achieve everything in your life step by step, similarly wealth management needs to be done step by step. The process in wealth management must begin with safety and then reaching the stage to accumulate and distribute the wealth.

In this issue, we will cover:
- Latest Happenings in the Financial Markets
- Introduction To Stages in Wealth Management
- Wealth Protection – The First Step
- Wealth Accumulation
- Wealth Distribution – The Last Step

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Knowledge plus series i 280913

  1. 1. From Research Desk VALUE PLUS - The Family Office KNOWLEDGE PLUS For Wealth Plus+ 28th September- 2013
  2. 2. Stages in Wealth Management Hot Topic Of The Week Knowledge Plus for Wealth +
  3. 3. Knowledge Plus for Wealth + Last week at the Financial Markets!!! News Impact • Fitch Ratings and Moody’s scales down India's growth forecast to 4.8% and 4.5% respectively for FY'14. • Adverse impact on equity market performance. • RBI may reduce the rate to support growth. • Rupee may depreciate due to weak economy. • India’s crude oil import bill jumped 9.5 percent to Rs 3,47,432 crore in the first five months of the current fiscal year. • Current account deficit will widen. • Rupee may depreciate further. • Government may increase petroleum prices. This may lead to rise in inflation. • GDP growth may reduce. • SENSEX down by 536 points (-2.65%) and closed to 19727 at end of the week. • (FIIs) remained net buyer in equity with net inflow of Rs. 2185 crore and net seller in debt segment with net outflow of Rs. 5031 crore.
  4. 4. Last week at the Financial Markets!!! Price Performance of Different Asset Class Post event (last week ‘s FED and RBI meeting) adjustment was seen in all international market. Knowledge Plus for Wealth +
  5. 5. Knowledge Plus for Wealth + Next Week in the Financial Markets...? • Auto and cement monthly sales data for the month of September 2013 will be released. • India’s Balance of Payments (BoP) data for the first quarter will be released. • HSBC Manufacturing PMI to be released on October 1, 2013 followed by HSBC Services PMI on October 4, 2013
  6. 6. Stages in Wealth Management Hot Topic Of The Week Knowledge Plus for Wealth +
  7. 7. Introduction ʔHave you ever thought of jumping from an aircraft without a parachute? ʔHave you ever thought of going on a long vacation without important items like clothes, camera etc ʔHow will you feel if your wife remains unaware forever about a precious diamond purchased by you specially as gift for her? Knowledge Plus for Wealth +
  8. 8. Wealth Management Stages Wealth Protection Wealth Accumulation Jump with Parachute Accumulate Enough Ensure Right Receiver Knowledge Plus for Wealth + Wealth Distribution
  9. 9. Wealth Protection • On the path of wealth accumulation, there could be instances of making a wrong decision in business, illness, disability, accidents, and death. • There has to be a strategy to deal with these eventualities. It includes life insurance, general insurance, will, contingency fund, proper documentation. • Once a safety net is generated, you can now safely embark on the journey of wealth accumulation. Knowledge Plus for Wealth +
  10. 10. • After wealth protection strategies are in place, the focus should be on accumulating wealth. • For HNI’s wealth accumulation is achieved at a certain extent. • Efforts are to be made to allocate that wealth which enables achieving goals, preserving wealth, growth, diversification and speculation. Wealth Accumulation Knowledge Plus for Wealth +
  11. 11. • Careful planning is important to make sure that your hard- earned wealth lasts throughout your lifetime and beyond. • It may range from receiving a lasting stream of income to gifting assets to loved ones, to eventually leaving behind a philanthropic legacy. • Estate planning will include activities like forming a trust, drafting a will, succession planning, philanthropy. Wealth Distribution Knowledge Plus for Wealth +
  12. 12. Conclusion • Life doesn’t happen all at once. With each milestone comes a unique need for careful planning. • While financial strategies can vary greatly in each of these stages, the need to plan remains the same. • Planning for wealth is a specialist profession and you should make sure that you're getting ethical advice from a properly qualified, matured, and professional experts. Knowledge Plus for Wealth +
  13. 13. Knowledge Plus for Wealth + Research Desk @ VALUE PLUS - The Family Office Office: (0265 -2324600,6629800) Email: Website: