financetom
Forex World Market Business Cryptocurrency Commodities MAP
financetom
Personal Finance
financetom
/
Personal Finance
/
Key steps to create a wealth management strategy
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Key steps to create a wealth management strategy
May 30, 2022 9:10 AM

Wealth management is wrongly interpreted as just constructing a portfolio; the ambit is actually much wider. Also, there is a myth that wealth management is only for high-net-worth individuals.

CNBC-TV18’s Sumaira Abidi spoke to Feroze Azeez, Deputy CEO of Anand Rathi Wealth, to understand the four pillars of wealth management in a bid to make it accessible to every person irrespective of the size of their assets.

Watch video for more.

First Published:May 30, 2022 6:10 PM IST

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Trump signs crypto executive order: What investors need to know
Trump signs crypto executive order: What investors need to know
Jan 24, 2025
President Trump signed an executive order Thursday promoting U.S. leadership in digital assets and establishing a working group that would be charged with proposing regulations for the crypto industry. The news sent prices for popular cryptocurrencies higher in Friday trading. Bitcoin was up more than 1.5 percent to $105,880, while Ethereum climbed nearly 5 percent to $3,397. Here's what else...
 48% of social media users have made impulse purchases: How social media is changing online shopping for small businesses
48% of social media users have made impulse purchases: How social media is changing online shopping for small businesses
Jan 23, 2025
Key takeaways Social media is a popular, often free marketing tool among small business owners Small businesses can use social media to build brand awareness with minimal upfront costs You can leverage social media for business by engaging with customers and overcoming pain points Customers expect you to interact with them on social media, including responding to questions or comments...
 How much are home equity loan closing costs in 2025?
How much are home equity loan closing costs in 2025?
Jan 15, 2025
Applying for a home equity financing is similar to applying for a mortgage. You may wonder, then, do home equity loans have closing costs? And how about HELOCs? While the average home equity loan closing costs can be comparable to primary mortgages -- a range of 2-5 percent of the total loan -- they're often much less, amounting to around...
 CDs vs. money market accounts: Which is best for you?
CDs vs. money market accounts: Which is best for you?
Jan 21, 2025
Our writers and editors used an in-house natural language generation platform to assist with portions of this article, allowing them to focus on adding information that is uniquely helpful. The article was reviewed, fact-checked and edited by our editorial staff prior to publication. When building your savings, it is important to choose an account that offers a competitive interest rate...
About
Terms and Conditions Privacy policy Cookie Settings Contact Us
Services
Login register
financetom Market Personal Finance Business Economy Cryptocurrency MAP
Links
zpostcode Recruit weather mreligion Yellowpages sport constellation shopping name game directory literature Word tour furnish Lottery tftnews lyrics News digital car dir Edu Finance
Copyright 2023-2026 - www.financetom.com All Rights Reserved