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Wealth Management

By: Bhatt Suyash N.
Publisher: New Delhi Excel Books 2011Description: 101.ISBN: 9788174469342.Subject(s): Finance (Wealth Management)Summary: 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.
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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.

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