Wealth Management vs Portfolio Management - mymoneykarma скачать в хорошем качестве

Wealth Management vs Portfolio Management - mymoneykarma

#wealthmanagement #portfoliomanagement #smallbusiness #familybusiness #investment #realestate #retirementplanning #taxes #rebalancing #financialplanning #financialadvisor #mymoneykarma Learn more at: https://www.mymoneykarma.com/money-ma... mymoneykarma Learning Center: https://www.mymoneykarma.com/learning... Get your Free Credit Score: https://www.mymoneykarma.com/credit-s... What is mymoneykarma? www.mymoneykarma.com is your one-stop intelligent finance assistant, where you can get anything from your Credit Score to a Loan - within minutes! We strive to empower customers and help them find financial services and products that best fit their needs through financial education, analytics-based recommendations and technology. Apply for a Home Loan @ https://www.mymoneykarma.com/home-loa... Apply for a Personal Loan @ https://www.mymoneykarma.com/personal... ______________________________________________________ Subscribe to the Channel! Further, get to know and Follow us: Facebook   / mymoneykarma   Linkedin   / mymoneykarma   Instagram   / mymoneykarma   Twitter   / mymoneykarma   ______________________________________________________ Wealth management, consulting & advisory services, portfolio management… These are sometimes thought to be different words for the same thing. However, these are considerably different once you get to know them. Wealth management & portfolio management in particular are very often confused. So, let us now take a look at these two separately: Wealth Management High net-worth people, small businesses, & family businesses need this service. Wealth managers fulfill the following needs of their clients: Buy, keep & sell investments depending on market performance & activities Undertake fund hedging activities Focus on real estate related activities and new investment ventures Handle client’s international assets Address long and short term requirements of the client Planning the client’s will Planning philanthropic and retirement planning for client Manage client’s taxes Portfolio Management Portfolio management has a much narrower scope than wealth management. In short, it caters to caring for your investments and protecting them. They consider your objectives, your age, your risk appetite, and other factors… … and aid in diversifying and rebalancing your investments when you so need.