Sachin Karpe- Understanding of Wealth Management: Part 1

Through the continued series, Sachin Karpe will explain you the nuances of wealth management for people who have been unable to understand it completely. Wealth management is a financial and investment advisory field where clients are given advice on various financial disciplines like financial planning, portfolio management, and asset and wealth management.

A combination of various investments ranging from, taxes and estate plans into a combined plan to achieve individual goals through systematic management of the funds and proper asset allocation; it is a vertical of investment planning that integrates a systematic management of funds and proper allocation of assts after a detailed study on performance of the fund, explains Sachin Karpe.

Sachin Karpe has been a veteran in investment banking and wealth management. Stayed tuned to this space for more.