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What differentiates top wealth management companies from the rest? A wealth management firm do esn’t reach the to p po sitio n o vernight. It is the result o f years o f

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co ntinuo us striving and dedicated effo rts to ensure high level pro fitability o f the custo mers that makes them reach a po sitio n where they are respected and revered. As a general audience and custo mer, there

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are a lo t o f things that yo u might no t kno w abo ut to p wealth management co mpanies. Here’s so me inside info rmatio n so urced fro m so me o f the best wealth management co mpanies regarding their

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wo rking! 1.

T he y t arge t a spe cif ic m arke t

A to p wealth management firm repo rts that they do no t chase every client. Each co mpany is kno wn fo r a specific list o f custo mers segregated o n the basis o f their

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financial wo rth. There are ‘upco ming affluent’ investo rs who se wo rth falls in the catego ry

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o f Rs. 10 Lacs to Rs. 50 Lacs, there are ‘High net wo rth’ investo rs who have Rs. 50

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lacs to Rs. 2 cro res, and then there are peo ple with ‘extremely high net wo rth’ o f Rs. 2.5 cro res and abo ve.

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2.

T he y f o cus o n pro f it able clie nt s

Every financial co mpany has their perso nal agenda in mind to o . They are running a multi-millio n cro re

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o rganizatio n because they want to pro fit fro m it. Yes, client’s pro fitability takes a center stage because unless the clients pro fit, they canno t. Ho wever, they identify clients o n the basis o f the o nes who o ffer pro fitability and the o nes who o ffer mo re risk by delaying payments o r tho se who have unrealistic expectatio ns. Mo re the number o f pro fitable clients mo re are the pro fit to all the custo mers. 3.

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T he y have se parat e t e am s

Explore t he Best Ways t o invest ment in India When it is about investment in India , most people get confused. Most of the time, people go around looking for ways to invest

A lo t o f financial adviso ry firms want their adviso rs and co nsultants to do n a variety o f ro les. Ho wever, it is no t po ssible fo r the same perso n to o ffer yo u the best retirement plans , and then tend to yo ur grievances to o ! To p wealth management firms keep separate teams fo r everything. While o ne brings in new clients, ano ther team o ffers them pro ducts and services, and yet ano ther team attends to their pro blems and queries.

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4.

T he y do n’t hide t he ir t e rm s and co ndit io ns

A lo t o f us suffer because o f hidden terms and co nditio ns. This reminds me o f an incident I had faced during the start o f my career. I had purchased an insurance po licy fro m an agent, and he had sho wn me

wit h f inancial advisors At school, most of us as kids dreaded math! It was a little horrifying working with numbers and the phobia that we developed way backs as...

the breakup o f premiums that I’ll need to pay and what I’ll get at the end o f 10 years. Ho wever, what he had sho wn o n the life insurance calculato r wasn’t the mo ney I had received! It was pretty painful to lo se

Why is invest ing in ret irement plans benef icial? After independence, not much consideration has been given to the wealth management India. Not many people initially went for the

mo ney in such a scheme. To p wealth management firms do n’t hide terms and co nditio ns fro m their custo mers. And they even co mmunicate abo ut their remuneratio n clearly witho ut using do uble meaning terms o r clauses.

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Benef it s of Invest ing in mut ual f und India There are many benefits of investing in mutual fund India . The main reason for the popularity of mutual funds is that they help in reduc... Securing your f amily's f ut ure wit h sound Financial Planning Financial independence is perhaps the best feeling a man can get. To be able to buy anything you wish to, to be able to live life your way ...

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Secure your f ut ure wit h ret irement plans Retirement is one of the toughest decisions to make in life. There’s always some greed of working a couple of months extra in order to

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What differentiates top wealth management companies from the rest?