Wealth Management is the process of managing wealth and assets of individuals and organisations.
The gamut of Wealth Management covers all aspects of an entity’s financial life cycle. It combines financial and investment advisory, accounting, taxation, retirement and estate planning. Essentially, the role of a Wealth Advisor and Manager, encompasses co-ordination with one or more financial, accounting, insurance as well as legal experts. The entire objective being that there is a single point a client can refer to when he has to plan, organize and manage his investments and assets.
CEEI’s program on ‘Investments and Wealth Management’ is an advance level programme which will get participants to understand essentials of wealth management as well as the dynamics involved in managing wealth effectively.