Wealth Management and Monetary Planning – Wealth Manager in Dubai

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Wealth Management and Monetary Planning Wealth
Manager in Dubai

• Abhishek Datta

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• Wealth management can be referred to as an
  advanced discipline relating to advice in terms
  of investment which incorporates specialist
  monetary services and financial planning.

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Wealth Manager in dubai

• Customers of such type are likely to be
  categorized as 'upper retail' or 'mass affluent'
  clients owing to net worth of theirs, potential
  products owned by them from bank, assets of their
  under management, and many other segmentation
  methods.

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• With emergence of wealth management in the form
  of professional service, along with career
  opportunity, educational programs like AAFM, i.e.
  American academy of Financial Management
  certified by CWM and Chartered Wealth Manager
  plan are arranging for modified wealth management
  training to individuals and corporations alike.

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Use of Wealth Management

• Wealth Management is used to serve the affluent
  community, along with Chartered Monetary
  analysts, certified managers of wealth, Public
  Accountants, government-licensed lawyers,
  insurance professionals, etc.

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• In the US, only CPAs and lawyers possess the
  license provided by government for providing
  advice related to tax or legal matters on
  complicated wealth management, tax law, estate
  planning, retirement, or even other legal matters
  like divorce or business management

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wealth manager in uae

• Wealth Management is about managing your personal
  finances and wealth situation, thus every one of
  us needs to be aware of it and be able to manage
  it well to prevent unnecessary outflow or
  leakages.

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Financial Manager Dubai, UAE

• Abhishek Datta