Menu Close

Key steps to create a wealth management strategy

view original post

Wealth management is wrongly interpreted as just constructing a portfolio; the ambit is actually much wider. Also, there is a myth that wealth management is only for high-net-worth individuals.

CNBC-TV18’s Sumaira Abidi spoke to Feroze Azeez, Deputy CEO of Anand Rathi Wealth, to understand the four pillars of wealth management in a bid to make it accessible to every person irrespective of the size of their assets.

Watch video for more.

First Published: May 30, 2022, 06:10 PM IST