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Feb 19, 2019

Wealth Management: The Part that Big Techs play

The world is on the cusp of a technological revolution. Times are changing, as technology is constantly evolving and advancing, hence increasing our extent of dependence on it. This is true for every facet of life, whether it be social interactions, business communications, business models, financing, and even Wealth Management.Over the years, wealth management has taken precedence, while being on the verge of a digital progression. Gone are the days when appeasing a client with a mere spreadsheet of past data was considered sufficient. Instead, consumers today are becoming increasingly involved in the management of their assets and expect a highly personalized service, with an even higher ........

Jan 21, 2019

How To Read A Profit And Loss Statement?

A profit and loss statement is one of the three basic and most common financial statements of any business or company. This statement shows whether the company is profitable or not. It’s a statement of revenue, expenses, profits and losses over a mentioned period of time and is also referred to as income statement or statement of operations. This is prioritized by any investor or banker before investing in any company.There is often a very obvious question that is asked, i.e. ‘How to manage my investment portfolio?’ The answer to this question is provided by 2 workable agencies- the Asset Management Company and then there are the wealth management advisors.How to read a ........

Jan 21, 2019

How to Make a Monthly Budget?

Working hard to earn money is not enough because you need to manage your earned wealth as well. Having a well-planned budget is extremely important. When you have a set budget for your expenses it works to help with investments inherently. The amount of savings you make when you spend according to your budget is a significant amount to invest and earn more money on your money.Initially, planning a budget may seem a monumental task, with numerous factors making it seem more difficult than it is. If you have been thinking how to manage my investment portfolio in the best way then seeking advice from expert wealth management advisors works extremely well. Today, with the increasing reach of ........

Dec 27, 2018

How to Create Wealth from nothing?

In this highly volatile and competitive world that we live in, most individuals are known to stash away their dreams of becoming wealthy and sweeping the thought of getting rich under the rug, believing it to be an impossible notion. This is partly because, due to our lack of knowledge in the area of How to Manage Our Wealth, most of us go through life putting our faith in a common misconception that it takes a hefty amount of wealth to create wealth.Although, it must be known, that income is a mandatory requirement to embark on the journey of saving money or building blocks of wealth overnight. As, even purchasing a lottery ticket or playing a game of Roulette to score hard cash requires ........