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This document appears to be the introduction or declaration section of a student research project on wealth management services provided by banks. It was submitted to the University of Mumbai to fulfill requirements for a Master of Commerce degree. The student, Rohan Rane, conducted the study under the guidance of Mr. Prasad Naik to analyze different types of wealth management services offered by banks and study customer preferences and views on investment. The document includes sections on the concept of wealth management, key elements and challenges of wealth management services, and an overview of wealth management practices.

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205 views8 pages

DDDTT

This document appears to be the introduction or declaration section of a student research project on wealth management services provided by banks. It was submitted to the University of Mumbai to fulfill requirements for a Master of Commerce degree. The student, Rohan Rane, conducted the study under the guidance of Mr. Prasad Naik to analyze different types of wealth management services offered by banks and study customer preferences and views on investment. The document includes sections on the concept of wealth management, key elements and challenges of wealth management services, and an overview of wealth management practices.

Uploaded by

nikhil
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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“A STUDY WEALTH MANEGMENT DONE BY BANK”

A Project Submitted to University of Mumbai for partial completion


of the degree Master in Commerce

By

(ROHAN RANE)

Under the Guidance Of

Mr. PRASAD NAIK SIR

CHETANA ’S
HAZARIMAL SOMANI COLLEGE OF COMMERCE &
ECONOMICS
BANDRA (E), MUMBAI 4000051.
DECLARATION
I the undersigned Mr. ROHAN RANE hereby, declare that the work embodied in this project work
titled, STUDY OF WEALTH MANAGEMNT DONE BY BANKS forms my own contribution to
the research work carried out under the guidance of MR PRASAD NAIK SIR is a result of my
own research work and has not been previously submitted to any other university for any other
degree to this or any other university.

Wherever reference has been made to previous works of others, it has been clearly indicated as
much and included in the bibliography.

I here by further declare that all information of this document has been obtained And presented in
accordance rules and ethical conduct.

Declaration Name
CERTIFICATE

This is to certify that MR. ROHAN RANE has worked and duly completed his project work for
the degree of MASTER OF COMMERCE under the Faculty of commerce in the subject of
Management and his project is entitled , WEALTH MANAGMENT DONE BY BANK under my
supervision.

I further certify that the


entire work has been done by the learner under my guidance and that no
part of it has been submitted previously for any Degree
Or Diploma of any University.

It is his own work and facts reported by his personal findings and investigations.

Project guide course


Coordinator

External
Principal Examiner
ACKONWLEDGMENT
TO list who all have helped me difficult because they are so numerous and the depth is so
enormous.

I would like to acknowledge the following as being idealistic channels and fresh dimensions in the
completion of this project.

I take this opportunity to thank the University of Mumbai for giving me chance to do this project.

I would like to thank my principal dr. Mahesh chandra joshi for providing the necessary facilities
required for completion of this project.

I take this opporunity to thank our cordinator prof.NIYOMI fonseca, for her moral support and
guidance.

I would like to express my sincere gratitude towards my project guide PRASAD SIR whose
guidance and care made this project successful.

I would like to thank my college library , for having provided various refernce books and
magazines related to my project.

Lastly, I would like to thank each and every person who directly or indirectly hepled me in the
completion of the project especially my parents and peers who supported me throughout my
project.
EXECUTIVE SUMMARY

Traditionally wealth management services were the preserve for very rich, which needed help to
manage substantial sums of money . wealth management is both an art and science. It involves
understanding the investor very well.

However, the internet has opened up the world of financial management to a much wider audiance
and once doesn’t have to be millionaire to take advantage of the sort services. Other than
managing stocks and share portfolio, wealth manegers in bank help the investors to pick and
choose between different collective funds which they may be interseted he also can help the
investor in selecting form a range of wealth management plans for specific individuals.

Here in this research project , I am studying differnt types of wealth management services
provided by bank. Study of customer prefrence in investment ,their views regarding investment.
And how much risk people can take? How much return people expected ?

By taking investors prefernce for investment, I tried to find out that how wealth management
services provide by bank manages wealth .
INDEX

Chapter TABLE OF Page No.


CONTENTS
No.

1 INTRODUCTION 11 - 24

Concept of wealth management

Key element of wealth management services

Functional areas

Kind of financial planning

Systematic approach to investing

Basic aspects of wealth management services

Key challenging area

Wealth management practices overview

2 25
Objectives of study

3 REVIEW OF LITERATURE 26-28


4 DATA ANALYSIS AND INTERPRETATION 29- 48

5 49
limitations
6 CONCLUSION

50

7 BIBLIOGRAPHY 51

ANEXURE 52 -55

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