Careers in PMS
05 January, 2022
by Taniya Sonalkar
This paper is about the world of portfolio management services (PMS) and an insight about how different PMS organizations operate in the market. This webinar has looked at the portfolio management landscape in India and the working of a portfolio manager. Prateek Agarwal has conducted this webinar to discuss about different concepts, different scenarios of
- Published in Asset Management, Wealth Management
Career in Private Wealth
05 June, 2020
by Rashika Bhatia
What is private wealth management? Private wealth management is an investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals, as opposed to corporations, trusts, funds, or other institutional investors. From the client’s perspective, private wealth management is the practice of solving or enhancing their financial situation and achieving
- Published in 5_Careers, Wealth Management