Wealth management, also known as private banking, has appeared at the centre-stage in finance management especially of high networth individuals (HNIs), superannuated persons with a corpus of retrial funds, non-resident individuals etc. Also persons of moderate resources looking for safe and appropriate return on their investments often need counseling in wealth management issues. Management institutes in India and overseas generally incorporate a Module on Wealth Management/Private Banking in their courses. Key Features – Anatomy of wealth management extensively covered, – Deposit investment related services, – Special credit card facilities and electronic banking service, – Safe deposit vault and safe custody services of commercial banks, – Taxation services, -Estate planning services, -Insurance-related services, – Custodial & demat service, – Services to retired persons and non-resident Indians (NRI), – Risk management implications and emerging trends in wealth management.
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