I Narender Singh hereby declare that the research work presented in this survey report entitled “Awareness & Knowledge about Wealth Management among Individuals” for the fulfillment of the award of master of Business Administration from institute of management studies MGKVP, Varanasi. The report embodies the result of original work and studies carried out by me and the contents of the project do not form the basis for the award of any other degree to me or to anybody else.
Place: Name & Signature of candidate
Date: Reg. No.:-
It gives me immense pleasure and privilege to acknowledge my deepest sense of gratitude towards all those who helped me in the successful execution of this survey report.
I would like to thanks Our Director Sir, Prof. Ashok Kumar Mishra, for their able guidance. I also extend my gratitude towards my course co-coordinator & project mentor Dr. Chitrasen Gautam entrusted me for the completion of this survey report. I am highly indebted to my project guide, whose constructive counseling and able guidance helped me immensely in bringing out this survey report in the present form. And lastly the entire faculty member and Mrs. Amrita Manjundar (Librarian) & the entire staff for providing me this opportunity and expose me to industrial culture.
The acknowledgement would be incomplete without thanking my family and friend who were a big support throughout.
PREFACE Traditionally, wealth management services were the preserve for the very rich, which needed help to manage substantial sums of money. Wealth management is both an art and science. It involves understanding the investor very well.
However, the World Wide Web has opened up the world of financial management to a much wider audience and one doesn’t have to be a millionaire to take advantage of these sorts of services. Other than managing stocks and shares portfolio, wealth manager can also help the investors to pick and choose between different collective funds in which they may be interested. He can also help the investor in selecting from a range of wealth management plans, tailor-made to the needs and criteria of specific individuals.
A wealth manager should be able to help investors to unlock money in current investment in assets, continually monitoring the breadth and direction of the markets to make quicker adjustments in investment portfolio. Some wealth managers also provide online research tools, investment calculators and access to wealth management reports. Wealth management is all about managing investment returns and risks for well-endowed investors, both individual and institutions with investible funds. It requires the wealth manager to have in depth knowledge about financial markets, the instruments, the players, as well as the environment.
Thus project will study the Awareness of Wealth Management among Individuals.