What is Wealth?

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities in simple term.

What is Management?

Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling and Directing an organization.

What is Wealth Management?

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of other financial services. It is a professional service that can encompass all parts of a person’s financial life. Wealth management is done by Wealth Managers. Wealth Managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any qualified professional money manager who works to enhance the growth and income. Investors must have already accumulated an amount of wealth, for wealth management strategies to be efficient and effective. It can be provided by large company entities, Independent Financial Advisers or multi-licensed Portfolio Managers. Their services are designed to focus on high net-worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth clients. Wealth Managers must maintain a current profile of client holdings.

Wealth management is an integrated process for helping clients manage their wealth. It involves a wide range of services and the services depend upon each investor, but the condition is that services should include Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Debt Management and Cash Flow.

Features of Wealth Management:

  • Allows customer to review risk profiles.
  • Tracks holdings against model portfolios for returns.
  • Captures customer’s details and risk profile.
  • On approval by client, executes financial plans.
  • Based on the advanced algorithms, provides tax coverage, education and insurance.
  • Interfaces with banks, portfolios management systems, price vendors and other agencies.
  • Provides dynamic search.
  • Manages documents.
  • Allows dynamic user access control.

We handle information for the following segments:

  • Stocks.
  • Stock Options.
  • Bonds.
  • Funds.
  • Insurance.
  • Cash flows.
  • Education Planning.
  • Tax Planning.
  • Estate Planning.

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