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The document discusses key concepts in wealth management including defining portfolio strategies, asset allocation, and services provided by wealth management institutions such as custodian and trust services. It also covers different asset classes like fixed deposits and mutual funds as well as companies that provide wealth management services in India. The conclusion summarizes that wealth management is an emerging sector in India.

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Ronny Roy
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18 views

Contents

The document discusses key concepts in wealth management including defining portfolio strategies, asset allocation, and services provided by wealth management institutions such as custodian and trust services. It also covers different asset classes like fixed deposits and mutual funds as well as companies that provide wealth management services in India. The conclusion summarizes that wealth management is an emerging sector in India.

Uploaded by

Ronny Roy
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CONTENTS  INTRODUCTION  CONCEPT OF WEALTH MANAGEMENT y Wealth Management Range y Key Elements of Wealth Management Services y Key Challenge

Area  WEALTH MANAGEMENT AN EMERGING SECTOR  CORE ELEMENTS OF WEALTH MANAGEMENT SERVICES  PORTFOLIO STRATEGY DEFINITION/ ASSET ALLOCATION y Defining Portfolio Strategies and Portfolio Modeling y Determination of portfolio Constituents and Allocation of Assets  SERVICES PROVIDED BY WEALTH MANAGEMENT INSTITUTIONS y Custodian Services y Trust Services y Retirement Plan Services   y y y y ADVANTAGES AND LIMITATIONS KEY CHALLENGE AREAS Highly Personalized and Customized Services Personal Relationship Driving the Business Evolving Client Profile Client Involvement Level

 CONCEPT OF ASSET CLASSES. y Asset Mix  LIST OF DIFFERENT CLASS  FIXED DEPOSIT y Merits and Demerits y Interest Rates on FDs y Effective Return

 MUTUAL FUND y Open-ended Fund y Exchange-traded Funds y Equity Funds y Capitalization y Bond Funds y Monet Market Funds y Funds of funds y Hedge Funds y Equity Investment  COMPANIES PROIDING WEALTH MANAGEMENT SERVICES y Kotak Securities     y Introduction Products Asset Classes Used Asset Size

Morgan Stanley     Introduction Products Asset Classes Used Asset Size

Moti Lal Oswal     Introduction Products Asset Classes Used Asset Size

Religare Wealth Management     Introduction Products Asset Classes Used Asset Size

Standard Chartered     Introduction Products Asset Classes Used Asset Size

 POSITION OF INDIA IN WEALTH MANAGEMENT  CONCLUSION

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