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| user: iis apppool\cms1 | host: TEST-IIS | ps: 5.1.14393.3053 | pid: 9336
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<!DOCTYPE html> <!--[if lt IE 7 ]> <html class="ie ie6" lang="en"> <![endif]--> <!--[if IE 7 ]> <html class="ie ie7" lang="en"> <![endif]--> <!--[if IE 8 ]> <html class="ie ie8" lang="en"> <![endif]--> <!--[if (gte IE 9)|!(IE)]><!--> <html lang="en"> <!--<![endif]--> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1" /> <meta name="description" content="" /> <meta name="author" content="" /> <!--[if IE]> <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1"> <![endif]--> <title>KD Financial Service</title> <link rel="shortcut icon" href="assets/img/favicon.ico"> <!-- Bootstrap Style --> <link href="assets/css/bootstrap.css" rel="stylesheet" /> <!-- Font-Awesome Style --> <link href="assets/css/font-awesome.min.css" rel="stylesheet" /> <!-- Font-Awesome Animation Style --> <link href="assets/css/font-awesome-animation.css" rel="stylesheet" /> <!-- Pretty Photo Style --> <link href="assets/css/prettyPhoto.css" rel="stylesheet" /> <!-- Google Font Style --> <link href='http://fonts.googleapis.com/css?family=Open+Sans' rel='stylesheet' type='text/css' /> <!-- Custom Style --> <link href="assets/css/style.css" rel="stylesheet" /> <!-- HTML5 shim and Respond.js IE8 support of HTML5 elements and media queries --> <!--[if lt IE 9]> <script src="https://oss.maxcdn.com/libs/html5shiv/3.7.0/html5shiv.js"></script> <script src="https://oss.maxcdn.com/libs/respond.js/1.3.0/respond.min.js"></script> <![endif]--> </head> <body> <!-- Header Area Start --> <script src="assets/js/header.js"></script> <!-- Header Area End --> <div class="general-subhead"> <div class="container"> <h1>Wealth Management</h1> </div> </div> <!--./ Gereral Subhead End --> <section> <div class="container"> <div class="row showcase-section"> <div class="col-md-6"> <img src="assets/img/Wealth Maximization.jpg" alt="showcase image"> </div> <div class="col-md-6"> <div class="about-text"> <h3>Wealth Management</h3> <p>Financial planners work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. The clients provide relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities and insurance plans.</p> </div> </div> <div class="col-sm-12"> <p><strong>What is Wealth?</strong></p> <p>Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a personâs net worth. Wealth can be explained as assets minus liabilities.</p> <p><strong>What is Management?</strong></p> <p>Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling, Directing an organization.</p> <p><strong>What is Wealth Management?</strong></p> <p>Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a personâs financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.</p> <p>Wealth management is an integrated process for helping clients manage their wealth. It involves huge & wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow.</p> <p><strong>Features of Wealth Management:</strong></p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Allows customer to review risk profiles.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Track holdings against model portfolios for returns.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Captures Customerâs details and risk profile.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> On approval by client they execute financial plans.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Based on the advanced algorithms they provide tax coverage, education and insurance.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Interfaces with banks, portfolios management systems, price vendors and other agencies.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Provides dynamic search.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Document Management.</p> <p><i class="fa fa-arrow-right" aria-hidden="true"></i> Dynamic user access control. </p> </div> </div> </div> </section> <!--./Blog Single End --> <div id="footser-end"> <div class="container"> <div class="row"> <div class="col-lg-6 col-md-6 text-left"><p><b>©KD Financial Service</b></p></div><div class="col-lg-6 col-md-6"><p><b>Designed and Developed by </b><img src="assets/img/pru_it.png" alt="img"></p></div></div></div></div> <a class="scrollToTop" href="#" style="display: inline;"><i class="fa fa-angle-up"></i></a> <!-- <script src="assets/js/footer.js"></script> --> <!--./ footer-end End --> <!-- Jquery Core Script --> <script src="assets/js/jquery-1.10.2.js"></script> <!-- Core Bootstrap Script --> <script src="assets/js/bootstrap.js"></script> <!-- Custom Scripts --> <script src="assets/js/custom.js"></script> </body> </html>
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