A Project on Wealth Management

Topics: Investment, Financial services, Balance sheet Pages: 45 (11701 words) Published: August 6, 2013
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 submitted contains detailed analysis of the research under taken by me. The research provides an opportunity to me to devote my skills, knowledge and competencies required during the technical session.

The research is on the topic “Private Wealth Management”.

TABLE OF CONTENTS
Chapter| Topic|
| INTRODUCTION|
1.1| INTRODUCTION - PRIVATE WEALTH MANAGEMENT|
| THE BASIC FUNCTIONS OF PRIVATE WEALTH|
1.2| MANAGEMENT COMPANIES|
1.3| KEY MARKET TRENDS|
1.4| WEALTH MANAGEMENT CLIENTS|
1.5| INVESTMENT PRODUCTS- ASSET CLASSES|
1.6| SUCCESS FACTORS IN THE INDUSTRY|
1.7 -| THE IPI MODEL OF ASSET ALLOCATION|
| WEALTH MANAGEMENT PROCESS|
2.| COMPANY PROFILE|
| COMPANY PROFILE|
2.2| MISSION|
2.3| VISION|
2.4| CORE STRNGTHS|
3.| METHODOLOGY OF STUDY|
3.1| TITLE OF STUDY|
3.2| PROBLEM STATEMENT|
3.3| OBJECTIVE OF THE STUDY|
| SCOPE OF THE STUDY|
3.5| DATA USED IN THE STUDY|
| REFERENCE PERIOD|
3.7| LIMITATIONS OF THE STUDY|
3.8| CHAPTER SCHEME|
4.| DATA ANALYSIS AND INTERPRETATION|
4.1| DATA COLLECTION|
4.2| CONSTRUCTION OF FINANCIAL PLAN|
4.3| DATA ANALYSIS|
5.| SUMMARY OF FINDINGS, RECOMMENDATIONS, CONCLUSION|
5.1| SUMMARY OF FINDINGS|
5.2| RECOMMENDATIONS|
5.3| CONCLUSION|
6.| BIBLIOGRAPHY|

LIST OF CHARTS AND FIGURES

S. No.| Topic|
1.1| FUNCTIONS OF WEALTH MANAGEMENT COMPANIES|
1.2| HNWI POPULATION BY COUNTRY 2009-2010|
1.3| HNWI WEALTH DISTRIBUTION 2007-2010|
1.4| EMERGING TECHNOLOGICAL TRENDS IN GLOBAL CAPITAL MARKET| 1.5| TYPES OF WEALTH MANAGEMENT CLIENTS|
1.6| TYPES OF ASSET CLASSES|
1.7| 1PI MODEL OF ASSET ALLOCATION|
1.8| WEALTH MANAGEMENT PROCESS|
1.9| MAJOR CONCERNS OF HNWI CLIENTS|
1.10| HNWI PASSION INVESTMENTS|
1.11| WHAT DRIVES PORTFOLIO PERFORMANCE?|
1.12| RISK-RETURNS MATRIX|
1.13| WEALTH MANAGEMENT STRATEGY|
2.1| CORPORATE STRUCTURE|
2.2| BUSINESS OVERVIEW|...
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