Wealth Management (Record no. 39992)

000 -LEADER
fixed length control field 02058 a2200133 4500
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 170311b xxu||||| |||| 00| 0 eng d
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9788174469342
100 ## - MAIN ENTRY--PERSONAL NAME
Personal name Bhatt Suyash N
245 ## - TITLE STATEMENT
Title Wealth Management
260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT)
Name of publisher, distributor, etc Excel Books
Date of publication, distribution, etc 2011
Place of publication, distribution, etc New Delhi
300 ## - PHYSICAL DESCRIPTION
Extent 101
520 ## - SUMMARY, ETC.
SUMMARY, ETC. Preface :-
I would like to share this experience writing this book with all. It is dream project for me. During my days as PMS Head, I recall, the buzz word was wealth Management. I remember the first training program that I conducted for my company where we tried understanding investor risk averseness towards financial products. that's when I found interest for the subject and since then I am collecting data for the same. Finally after five this is coming to being.
In an attempt to write this book, I have tried to give real life experience and shared all my corporate experience. The first chapter is on wealth management that identifies, and analyses the acceptance or mitigation of uncertainty in investment decision making. Essentially, Wealth management occurs anytime when an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment and then takes the appropriate action (or inaction) given their investment objectives and risk tolerance. In the second chapter different types of investors and their risk averseness have been explained. In third, fourth and fifth chapters different investment avenues and investment process along with tax implication have been discussed. In sixth, seventh and eighth chapter mathematical topic like risk return analysis, modern portfolio theory of investment which tries to maximize return and minimize risk by carefully choosing different assets and capital asset pricing Models which enables us to find beta, alpha and other parameters are discussed thoroughly. the ninth chapter is focused on portfolio performance. Finally in chapter tenth wealth management process has been discussed in detail.
654 ## - SUBJECT ADDED ENTRY--FACETED TOPICAL TERM
Focus term Finance (Wealth Management)
100 ## - MAIN ENTRY--PERSONAL NAME
-- 1747
Holdings
Withdrawn status Lost status Source of classification or shelving scheme Damaged status Koha normalized classification for sorting Not for loan Location (home branch) Sublocation or collection (holding branch) Shelving location Date acquired Source of acquisition Cost, normal purchase price Koha issues (times borrowed) Piece designation (barcode) Koha date last seen Koha date last borrowed Cost, replacement price Price effective from Koha item type Koha renewals
        332_600000000000000_BHA_WEA   N.L.D.I.M.S.R N.L.D.I.M.S.R A 19-21 2017-03-06 3 315.00 1 37891 2019-04-09 2019-04-04 315.00 2017-03-06 BOOK  
        332_600000000000000_BHA_WEA   N.L.D.I.M.S.R N.L.D.I.M.S.R A 19-21 2017-03-06 3 315.00 1 37892 2019-04-16 2019-03-27 315.00 2017-03-06 BOOK 1
        332_600000000000000_BHA_WEA   N.L.D.I.M.S.R N.L.D.I.M.S.R REFERENCE A 19-21 2017-03-06 3 315.00   37893 2017-03-07   315.00 2017-03-06 REFERENCE BOOKS  

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