Wealth Management Process in India - Kotak Wealth Management
Before exploring investment strategies and planning, it is important to first gain an understanding of yourself and your needs. Basis this, your investment goals can be structured and the appropriate services can be employed to gather growth opportunities for your wealth. Understanding Investment Needs The following aspects will help you understand your investment needs better: Risks and You explains the investor - risk capacity and relationship Know Your Asset Classes to understand portfolio risk Build Your Portfolio with a balance of risk and return Transaction Services Select investment avenues and arrange for transactions with knowledge of: Types of Products available as investment choices Research services to aid your transactions Asset Advisory Services You can further opt for a structured service that steps in as your advisor. Estate Planning Services Fortifying your wealth over generations is carried out through Estate Planning.