Service Description

Personal Finance Planning Process, Need for Personal finance, Principles, Areas of Personal finance ( Saving, Protection and Making Money Grow) Compounding, Time Value of Money, building Income Statement, Graphs and Ratio to analyse spending and saving money habits, check list to Save Money. Balance Sheets, Networth, Insurance Plans, Tax plans , Budget plans, Banking fees, , Retirement Plans, Education plans, check list to Protecting Money Economic Concepts, Understanding Financial markets and Products, Investing in bonds, Stocks, Mutual Funds, Concept of Diversification, Portfolio Building Various Financial Products How do banks make money using these products Investors Involved Concept of Wealth Component of wealth management. Wealth Management cycle ( Client Engagement, Client Profiling, Building relationship ), Role of Front office, Mid Office and Back office Role of investment advisory, Financial Planning Risk Profiling, Classification of clients, Risk Tolerance, determining investment objectives Model Portfolios: Various asset classes,and portfolio classification, Portfolio Balancing: Asset Allocation, balance the portfolio basis Performance Measurement Parameters: Return parameters 'Holding Period Return', CAGR Risk Adjusted Return, Performance Attribution