WEALTH MANAGEMENT

Bharat Shah November 03, 2019

     WEALTH MANAGEMENT
Wealth Management service is for individuals and families who have a financial plan and would like a professional to review and monitor their investments so they can concentrate on what they do best. Investments would be reviewed in an unbiased manner and necessary modifications will be recommended to ensure it is efficient and stays in line with the client’s goals. We will monitor the investments and keep you informed on your progress. Keep in mind that your funds are invested outside and never with us, we only act as a consultant.
Includes
Portfolio management – Performance monitoring – Periodic reviews – Opportunity alerts

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personal finance

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Bharat Shah What is Personal Finance? Personal finance is the process of planning and managing personal financial activities such as  income  generation, spending, saving,  investing , and protection. The process of managing one’s personal finances can be summarized in a  budget  or financial plan. This guide will analyze the most common and important aspects of individual financial management. Areas of Personal Finance In this guide, we are going to focus on breaking down the most important areas of personal finance and explore each of them in more detail so you have a comprehensive understanding of the topic. As shown below, the main areas of personal finance are  income , spending, saving, investing, and protection. Each of these areas will be examined in more detail below #1 Income Income refers to a source of cash inflow that an individual receives and then uses to support themselves and their family. It is the starting point for our financial planning pro
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