A Project on Wealth Management

Powerful Essays
BY jitesh kundalia

“WEALTH MANAGEMENT WITH REFERNCE TO ANAND RATHI FINANCIAL SERVICES”
A REPORT ON
2013

A REPORT
ON

“WEALTH MANAGEMENT WITH REFERNCE TO ANAND RATHI FINANCIAL SERVICES”
BY
JITESH KUNDALIA
12BSP0525

A report submitted in partial fulfillment of The requirements of
PGPM Program of IBS BANGALORE.

Date of Submission: 13th June 2013.
DECLARATION

I, Jitesh Kundalia Student of IBS BUSINESS SCHOOL, BANGALORE here by, declare that the work titled “WEALTH MANAGEMENT WITH REFERNCE TO ANAND RATHI FINANCIAL SERVICES” presented in the form of this report is my own effort and is genuine to the best of my knowledge.

JITESH KUNDALIA

ACKNOWLEDGEMENT

I take this opportunity to express my profound gratitude to my Faculty Guide Prof. Sharon Jose for her exemplary guidance, monitoring and constant encouragement throughout the course of my project. The blessings, help and guidance given by her time to time shall carry me a long way in the journey of life on which I am about to embark. I also take this opportunity to express a deep sense of gratitude to my Company Mentor, MR. Anil Ramesh, Vice President, Private Wealth Banking for his cordial support, valuable information and guidance, which helped me in completing my project through various stages. Finally, I am obliged to the other members of Anand Rathi Financial Pvt. Ltd for their kind cooperation which helped me in the fulfillment of my project.

Executive Summary
The successful completion of this project was a unique experience for me because I gained enough knowledge from many persons in the company in various fields of wealth management which enabled me in achieving a better knowledge about this project. The experience which I gained by doing this project was essential at this turning point of my carrier .The project which is being

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