Wealth Management--------jaico
Wealth management, also known as private
banking, has appeared at the centre-stage in finance management
especially of high networth individuals (HNIs), superannuated persons
with a corpus of retrial funds, non-resident individuals etc. Also
persons of moderate resources looking for safe and appropriate return on
their investments often need counseling in wealth management issues.
Management institutes in India and overseas generally incorporate a
Module on Wealth Management/Private Banking in their courses.
Key Features
— Anatomy of wealth management extensively covered
— Deposit and investment related services
— Special credit card facilities and electronic banking service
— Safe deposit vault and safe custody services of commercial banks
— Taxation services
— Estate planning services