Financial planners and wealth managers say legacy investments are a huge problem, as old-timers believed in buying (investing) and holding for ever. After her father passed away, Mumbai-based interior design Utpala Mishra found herself with tons of documents and did not know what to do with these. These were investments/financial records of both her parents. She had always known that her parents had many investments but having to deal with these was a different experience. "They had ... Rediff.com, 1 week ago
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In this episode of Money Money Money, Anshu Kapoor, Head-Global Wealth Management at Edelweiss and KK Mishra, MD and CEO of TATA AIG General Insurance spoke about prudent financial planning and wealth management.Money Control, 1 week ago
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Merger of Planned Financial Services and Plax & Associates Elevates Regional and National Wealth Management Offering
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The concept of goals-based investing has raised the bar when it comes to financial planning, as wealth management clients typically no longer want to compare their finances to a benchmark or historic average.
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