Meaning, scope, components, process of wealth management, functions of investment advisor, independent advisors, wire house wealth managers, code of ethics for wealth managers.

1. Wealth Management

3. Wealth Management
• Introduction to Wealth Management
• Need and expectations of clients
• Investment planning
• Wealth creating asset classes
• Alternate assets
• Portfolio modelling
• Insurance Planning
• Retirement Planning
• Estate planning

4. Saving Investment

5. Wealth
Advise
Investment
Advise
Accounting
Advise
Retirement
Planning
Legal
Advise
Estate
Palnning
Tax Advise

6. Wealth
Manager
Relationship
Manager
Accountant
Insurance Agent Lawyer Land Broker Tax Consultant

8. Client
WM
Advisors/Brokers/Consultant

9. Customer
Protection
of Wealth
Creation
of Wealth

11. Protection
of Wealth
Government
Policies
Stock Market
Advise
International
Policies
Legal Advise

12. Creation
of
Wealth
International
Market
Financial
Instruments
Business
Property

13. WM-
Strategy
Income
Expenses
AssetsLiabilities
Family
Size