Financial Planning is theprocess of planning,execution and managing ...More
Financial Planning is theprocess of planning,execution and managing ofinvestments towardsmeeting goals related tofinancial needs ofindividuals, families,and businesses. The goalscould be:childrenâ€™seducation/marriage, assetpurchase, retirement,philanthropyetc.
Wealth Management is themanagement of the wealthof individuals, familiesand businesses with thegoal of sustaining andgrowing long-term wealthalongwith provision forthe various needs of theinvestor. Less
Financial Planning is the process of planning, execution and managing of investments towards meeting goals related to financial needs of individuals, families, and businesses. The goals could be: childrenâ€™s education/marriage, asset purchase, retirement, philanthropy etc.
Wealth Management is the management of the wealth of individuals, families and businesses with the goal of sustaining and growing long-term wealth alongwith provision for the various needs of the investor.