Wealth planning basics

/ / Wealth Planning

Shailesh Haribhakti, chairman of DH Consultants, discusses how wealth planning is developing as a key element of wealth management in India.

1. What are the main issues in wealth planning in India? (5:09)

2. What advice would you give to a relationship manager on how to advise on these complex issues? (2:32)

3. Why aren’t there more trust companies in India? (0:51)

4. What are the opportunities for the wealth management industry to advise on these issues? (1:31)

Share this
TOP