WEALTH MANAGEMENT & FINANCIAL PLANNING

About the Book

Managing one’s wealth is tougher than making money which requires the assistance of an expert. There may be only a handful of books that speaks about how to manage wealth and this book is a sincere effort towards teaching the nuances of managing wealth at the grass root level. The language and approach is very simple with lots of real time case studies, examples, analogies, illustrations, workings and calculations. A young student who is pursuing his masters in business management (MBA) and chooses his or her career in the banking and financial services domain the content of this book would surely help in strengthening their careers. Apart from just managing wealth the content also deals with how to manage one’s career which is equally important. Each and every chapter is articulated in such a manner that it can be a ready recknor for those who would like to be part of the investment management industry.

About the Author

The author has over 20 years of experience in the Financial Services industry where he has successfully managed wealth of retail, high net-worth & corporate clients. In the last 5 years he has been writing learning material for students and for practitioners besides teaching wealth management subjects to management graduates. He is currently working at Jain College and pursuing his PhD at Jain University.