{"id":1934,"date":"2014-11-20T13:46:41","date_gmt":"2014-11-20T13:46:41","guid":{"rendered":"http:\/\/innovins.co.in\/demo\/impetus\/?page_id=1934"},"modified":"2014-11-21T05:08:27","modified_gmt":"2014-11-21T05:08:27","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/impetusindia.in\/web\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column width=&#8221;1\/1&#8243;][vc_column_text]<\/p>\n<h3 style=\"color:#015EA9; font-family: Georgia, 'Times New Roman', Times, serif \">What is Wealth Management?<\/h3>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">Wealth Management is a holistic and integrated approach to managing personal finances. It is designed to create, grow and protect wealth. It is a customized, comprehensive and hassle free way to manage savings.<\/p>\n<p><\/p>\n<h3 style=\"color:#015EA9; font-family: Georgia, 'Times New Roman', Times, serif \">Why is Wealth Management essential ?<\/h3>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">A long term success in protecting and growing your personal finance is not achieved purely by random selection of investment products from a broker or an agent as and when you have available cash and selling such products when in need of cash. Rather, a successful investment program must take into account:<\/p>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">\n(1) your investment attitude<\/p>\n<p>(2) your position in life cycle and <\/p>\n<p>(3) the behavior of the securities market over short and long run.<\/p>\n<p>It means constantly evaluating your changing needs and acquiring deep expertise across various financial products to choose and monitor them.<\/p>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">The Wealth Management services of Impetus help implement such potentially successful investment program. It is a process that concludes as a highly personalized service. It is not a product, bought and consumed by clients. Rather it is a perpetual process that constantly renews as client needs change with passing time.<\/p>\n<p><\/p>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">These objectives are achieved with a right combination of the following investment avenues:<\/p>\n<ul type=\"disc\">\n<li><strong>Equity :<\/strong> Direct Equity, IPO, Mutual Funds, PMS, F&#038;O<\/li>\n<li><strong>Debt :<\/strong> Mutual Funds, RBI Bonds, Corporate Bonds, Small Savings<\/li>\n<li><strong>Cash :<\/strong> Mutual Funds, ETF etc.<\/li>\n<li><strong>Insurance :<\/strong> Life<\/li>\n<li><strong>Commodities :<\/strong> Gold, Mutual Funds, Managed Account<\/li>\n<\/ul>\n<p><\/p>\n<h3 style=\"color:#015EA9; font-family: Georgia, 'Times New Roman', Times, serif \">What does it aim to deliver ?<\/h3>\n<p style=\"text-align:justify;font-size:14px; font-family: Georgia, 'Times New Roman', Times, serif\">Keeping in mind the client need and appetite it aspires to deliver the following basic investment objectives :<\/p>\n<ul type=\"disc\">\n<li>Create Wealth<\/li>\n<li>Manage Liquidity<\/li>\n<li>Risk Management<\/li>\n<li>Be Tax Savvy<\/li>\n<li>Plan for family needs<\/li>\n<li>Retire in comfort<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;1\/1&#8243;][vc_column_text] What is Wealth Management? Wealth Management is a holistic and integrated approach to managing personal finances. It is designed to create, grow and protect wealth. It is a customized, comprehensive and hassle free way to manage savings. Why is Wealth Management essential ? A long term success in protecting and growing your personal [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-1934","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/pages\/1934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/comments?post=1934"}],"version-history":[{"count":17,"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/pages\/1934\/revisions"}],"predecessor-version":[{"id":1936,"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/pages\/1934\/revisions\/1936"}],"wp:attachment":[{"href":"https:\/\/impetusindia.in\/web\/wp-json\/wp\/v2\/media?parent=1934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}