Financial Planning & Wealth Management: Concepts and Practice (Paperback)

The discipline of wealth management is evolving fast, and the number of people in the HNI or mass affluent bracket is also increasing at a fast clip. The practitioner of wealth management needs to be aware of the concepts and knowledge of the subject, for which this book will come in handy. The book covers the relevant aspects of the subject e.g. investment asset classes, taxation, regulations, client profiling, behavioural aspects, etc. Beyond this, the practitioner of wealth management has to keep track of daily developments in investment markets, regulation, etc. through media and other sources.