1 / 9

Wealth Management and Monetary Planning – Wealth Manager in Dubai

Wealth management can be referred to as an advanced discipline relating to advice in terms of investment which incorporates specialist monetary services and financial planning. Wealth Manager in Dubai, UAE - https://www.linkedin.com/in/abhishek-datta<br>

Abhishekdatta
Download Presentation

Wealth Management and Monetary Planning – Wealth Manager in Dubai

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Wealth Management and Monetary Planning – Wealth Manager in Dubai Abhishek Datta

  2. Wealth management can be referred to as an advanced discipline relating to advice in terms of investment which incorporates specialist monetary services and financial planning.

  3. Wealth Manager in dubai Customers of such type are likely to be categorized as 'upper retail' or 'mass affluent' clients owing to net worth of theirs, potential products owned by them from bank, assets of their under management, and many other segmentation methods.

  4. With emergence of wealth management in the form of professional service, along with career opportunity, educational programs like AAFM, i.e. American academy of Financial Management certified by CWM and Chartered Wealth Manager plan are arranging for modified wealth management training to individuals and corporations alike.

  5. Use of Wealth Management • Wealth Management is used to serve the affluent community, along with Chartered Monetary analysts, certified managers of wealth, Public Accountants, government-licensed lawyers, insurance professionals, etc.

  6. In the US, only CPAs and lawyers possess the license provided by government for providing advice related to tax or legal matters on complicated wealth management, tax law, estate planning, retirement, or even other legal matters like divorce or business management

  7. wealth manager in uae Wealth Management is about managing your personal finances and wealth situation, thus every one of us needs to be aware of it and be able to manage it well to prevent unnecessary outflow or leakages.

  8. Financial Manager Dubai, UAE Abhishek Datta

More Related