All About Wealth Management

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[@rishabhbisht3993]

Wealth management is pure sales job.

[@NamanJain-no1re]

The elephant story you told in first is the concept of Anekantvad in Jainism

[@iamawinner111]

Most importantly it's a client facing role ...

[@rahoolmukherjee]

You can be an analyst to begin with who effectively is an advisor support non client facing individual. However eventually some organisation do have a practice to utilize the Analyst's knowledge in selling their services and products such as FX analyst and senior Paraplanners etc...bear in mind a CA, CFA, RMs, chartered advisers are essentially client facing anyway...what is important here is : who are the clients...if they HNIs...these clients have a significant degree of experience and exposure to the world of investing in capital markets!!!!

[@harshita8484]

Sir please make video on what skill and qualifications are required for hedge fund manager

[@gdp2102]

Thanks 🙏🙏 Can you please do video on Wealth management for households, how can they maximize their earnings. For example if I have 10L PF locked for 10-15yrs can I use this money for margin/hedging to earn some extra money

[@shounakchatterjee1823]

Sir i commented on ur some videos on last week to make a video on the topic that how a new PE firm will approach to investors to launch pe fund jointly. It's very much important for me, pls reply. THANK YOU

[@shivanshshukla5883]

Lol....

[@deepshah2472]

Great work, explained thoroughly.

[@hemantparakh6462]

A Wealth Management Pin of 12 Colours should be introduced

[@kishanmoraniya96]

Financial planners don’t end with product advice only. They also giving wholistic advice to client. I am saying coz I am a financial planner and doing that work only.

[@earnwith5186]

Hello sir ...me wealth management course se meri location bank branch me job available ho skti ?

[@shivamsahni5169]

How much possible is it for a mba marketing or say some other specialization professional to get into this domain

[@rahoolmukherjee]

Can I ask you a question please? Thanks

[@randypao5984]

Very good !

[@gamingemail1231]

Clear explanation 👍

[@ritwikraushan3316]

Excellent

[@rudywijaya1457]

🥂

[@pradeepaustin977]

Great

[@skschaitanya6729]

sir I recently qualified chartered wealth manager form AAFM USA how to get job please advise me sir

[@Sunny-nw6ry]

Hii can you plzz guide me...how you prepared...I am also going to give the exam

[@skschaitanya6729]

@@Sunny-nw6ry AAFM material is enough

[@Sunny-nw6ry]

@@skschaitanya6729 thank you for reply...I wnated to know after that how you apply for job...how you search it basically

[@skschaitanya6729]

@@Sunny-nw6ry aafm provide placements offers, you can also apply for financial planning companies or in banks

[@Sunny-nw6ry]

@@skschaitanya6729 thank you

[@rajatmajmudar9792]

Video on CMT

[@BHAUFREE]

Abhi kya karte ho tum

[@ashishc3753]

I am quitting CA, Will it be okay if I do only CFA?

[@ShubhangamSrivastava]

It depends on you If you have interest in finance then pursue CFA There is a channel I am following from past 2 weeks I think you can get some help from it The channel name is FINLADDER

[@ashishkchoudhary9418]

@@ShubhangamSrivastava yeah, I do follow them. Ishaan said it's okay to do only CFA with relevant skills

[@aspiringassetmanager4707]

@@ashishkchoudhary9418 Dont drop CA, if you are dropping CA you wont be able to co plete CFA as well dropper quitter. You did something wrong didnt study and again can you commit for 3 years minimum?

[@iamawinner111]

​@@ashishkchoudhary9418 what does ishaan sir do??r his advices authentic Also what does he mean by relevant skills if u could plz elaborate

[@GoogleUser-sk2ns]

May we get remote jobs in USA after completing the course?

[@innovativefacultytrainingkota]

Very nice

[@divyanshsharma9995]

Hedge fund manager kaise bane ispe video

[@rishabhbisht3993]

Wealth management is garbage of finance industry.

[@adityagedam.19]

why bro why you saying that

[@adityagedam.19]

have you experienced something bad about this industry

[@bdevendrakumar]

Bahut magaj Mari hai..

[@kingmonras]

Bina uske kuch khas nahi milta