What is Asset Management?
Asset Management is a discipline that incorporates Financial Distribution, 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. Asset management is done by Asset managers. Asset managers can be MBAs, CFAs & Certified Financial Distribution(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 Aset 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. Asset Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Asset managers must contain a current profile of client holdings.
my Money Tree
Wealth Management Services
U-8, Phonix Tower,
Vesu Main Road,
Vesu, Surat, Gujarat, India - 395007
+91 7202083660