Connect with us



Wealth Management is the science of solving/enhancing a financial situation. An individual may manage their wealth through a number of Investment strategies.

Fundamentals of Wealth Management & Wealth Management Process

A key factor in determining an effective wealth management strategy is how the wealth is accumulated. There are basically two different ways people accumulate wealth: • Wealth through moderate accumulation; and • Wealth through momentous event.

Having a realistic financial framework can help you better seize financial opportunities as they arise.

• Before creating a wealth plan, take a snapshot of where you are today financially. • Net worth is measured as the excess of all your assets over all your liabilities. i.e. • Total Asset – Liabilities = Net Worth

• When developing a plan, balance financially prudent strategies with emotionally acceptable thresholds. • Provide for flexibility, as personal and financial situations often change with major and minor life events such as death, illness or marriage.

• A successful investment program must address both safety and performance concerns compromising neither. • It is an ongoing process, thus you must monitor the plan and adjust it as necessary to ensure that you are moving in the right direction.

• Ownership of broadly diversified portfolio – investments in multiple asset classes such as equity, fixed income, ETPs and derivatives • Ownership of high-quality equities diversified across Sectors, Blue Chip/Growth companies and Geography • Investment in ETFs for smaller investment amounts

The NSE is committed to providing stakeholders with reliable access to capital formation and value creation, with thought leadership to drive economic growth.


Click to comment

Leave a Reply