This book is user-friendly and different. As one goes through the book, one will feel the difference, and this will help to master Wealth Management in an enjoyable manner, with lifetime utility.
The book covers ‘University’ Prescribed Syllabus with Practical Dimension !! Let’s L-Earn !!
Contents –
UNIT I Introduction
1 (a) Introduction to Wealth Management
1 (b) Personal Financial Statement Analysis
1 (c) Economic Environment Analysis
UNIT II Insurance Planning and Investment Planning
2 (a) Insurance Planning
2 (b) Investment Planning
UNIT III Financial Mathematics/Tax and Estate Planning
3 (a) Financial Mathematics
3 (b) Tax and Estate Planning
UNIT IV Retirement Planning/Income Streams and Tax Savings Schemes
4 (a) Retirement Planning
4 (b) Income Streams and Tax Savings Schemes
Model Question Paper
