Tips to Avoid Wealth Management Blunders

Blueant Finserv03 Aug, 2022Business

Wealth management services in India are often confused with an accumulation of money, rather than managing wealth. Our country has a growing number of millionaires and hence the problem is more prevalent here. However, the concept of wealth management is different from portfolio management. It is a future activity and is more closely linked to your life. It is creating wealth to meet the financial goals of individuals and families. This may also include your philanthropic aspirations and seeing if your assets have grown and are distributed equitably.