All About Wealth Management
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2 жыл бұрынFinancial Modeling | CFA | FRM | CMA | CIMA
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@rishabhbisht3993 4 ай бұрын
Wealth management is pure sales job.
@deepshah2472 2 жыл бұрын
Great work, explained thoroughly.
@randypao5984 2 жыл бұрын
Very good !
@gamingemail1231 Жыл бұрын
Clear explanation 👍
@iamawinner111 Жыл бұрын
Most importantly it's a client facing role ...
@rahoolmukherjee 10 ай бұрын
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 2 жыл бұрын
Sir please make video on what skill and qualifications are required for hedge fund manager
@innovativefacultytrainingkota 2 жыл бұрын
Very nice
@gdp2102 7 ай бұрын
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
@ritwikraushan3316 Жыл бұрын
Excellent
@pradeepaustin977 2 жыл бұрын
Great
@shivamsahni5169 Жыл бұрын
How much possible is it for a mba marketing or say some other specialization professional to get into this domain
@shounakchatterjee1823 2 жыл бұрын
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 Жыл бұрын
Lol....
@kishanmoraniya96 4 ай бұрын
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.
@hemantparakh6462 8 ай бұрын
A Wealth Management Pin of 12 Colours should be introduced
@earnwith5186 Жыл бұрын
Hello sir ...me wealth management course se meri location bank branch me job available ho skti ?
@rahoolmukherjee 10 ай бұрын
Can I ask you a question please? Thanks
@rudywijaya1457 Жыл бұрын
🥂
@divyanshsharma9995 2 жыл бұрын
Hedge fund manager kaise bane ispe video
@rajatmajmudar9792 2 жыл бұрын
Video on CMT
@BHAUFREE Жыл бұрын
Abhi kya karte ho tum
@skschaitanya6729 2 жыл бұрын
sir I recently qualified chartered wealth manager form AAFM USA how to get job please advise me sir
@Sunny-nw6ry 2 жыл бұрын
Hii can you plzz guide me...how you prepared...I am also going to give the exam
@skschaitanya6729 2 жыл бұрын
@@Sunny-nw6ry AAFM material is enough
@Sunny-nw6ry 2 жыл бұрын
@@skschaitanya6729 thank you for reply...I wnated to know after that how you apply for job...how you search it basically
@skschaitanya6729 2 жыл бұрын
@@Sunny-nw6ry aafm provide placements offers, you can also apply for financial planning companies or in banks
@Sunny-nw6ry 2 жыл бұрын
@@skschaitanya6729 thank you
@ashishc3753 2 жыл бұрын
I am quitting CA, Will it be okay if I do only CFA?
@ShubhangamSrivastava 2 жыл бұрын
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 2 жыл бұрын
@@ShubhangamSrivastava yeah, I do follow them. Ishaan said it's okay to do only CFA with relevant skills
@aspiringassetmanager4707 2 жыл бұрын
@@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 Жыл бұрын
@@ashishkchoudhary9418 what does ishaan sir do??r his advices authentic Also what does he mean by relevant skills if u could plz elaborate
@bdevendrakumar 5 ай бұрын
Bahut magaj Mari hai..
@kingmonras Ай бұрын
Bina uske kuch khas nahi milta
@rishabhbisht3993 4 ай бұрын
Wealth management is garbage of finance industry.
@adityagedam.19 3 ай бұрын
why bro why you saying that
@adityagedam.19 3 ай бұрын
have you experienced something bad about this industry
@GoogleUser-sk2ns 10 ай бұрын
May we get remote jobs in USA after completing the course?
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