What is Wealth Management?
Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.
Milestone Financial Advisory Pvt Ltd was established in 2007 with vision to create a Milestone in Financial Advisory Business. Milestone was Started by four friends who started their carriers as Relation ship Executives at financial Advisory firm.
Milestone Financial Advisory Pvt Ltd
A - 1003 -1004 Ratnakar Nine Square Opp Keshavbaug Party Plot,
Vastrapur, Ahmedabad, 380015
Office :(O) 079 40393693
(O) 079 35110341