Personal Wealth Management (Sem 4, BBA, NEP)

We have great pleasure in presenting First edition “Personal Wealth Management” written for students of UG courses. The related matters are written in a simple and easily understandable.

This volume is an attempt to provide the students with thorough understanding of Personal Wealth Management. We have presented the subject matter in a systematic manner with liberal use of charts and diagrams where ever necessary so as to make it interesting and sustain students’ interest.

Contents –

1. Wealth Management and Financial Planning
2. Estate Planning and Tax Planning
3. Asset Allocation Strategies
4. Retirement Planning and Employee Benefits
5. Insurance Products in Wealth Management