Tag: wealth management services

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Wealth Management services BANNED..

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Oh no this is not in the Indian context, but when you use Google to tag some stories…you do hit on some interesting stories. A few days back Balakrishnan had written a page on the Moneylife site why you should buy from a bank relationship manager. I said chuckle, chuckle. Had neither the intent, willingness […]

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Wealth Management : what is it?

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If you are a reasonably well off individual living in India’s metros, at some stage a “relationship manager” or a “wealth manager” would have approached you with an offer to “manage” your wealth. You may have recoiled in horror, or been pleased that somebody thinks you are now in the “wealth” category. However, do not […]

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