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1-min read

11 Things That a Wealth Manager Can Do For You

Since a wealth manager is provided by your bank and he/she ends up becoming an integral part of your finances, it’s always wise to opt for a bank that is trustworthy and one that has a good reputation in the market.

Anshika Bajpai |

Updated:May 27, 2019, 4:31 PM IST
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11 Things That a Wealth Manager Can Do For You
Since a wealth manager is provided by your bank and he/she ends up becoming an integral part of your finances, it’s always wise to opt for a bank that is trustworthy and one that has a good reputation in the market.
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We ought to think that a wealth manager is someone who only gives you investment advice, but the truth is that a wealth manager’s role is far more comprehensive than that. There is so much more that a wealth manager can help you with. They provide you with a holistic approach that takes into account all of your financial life. This includes managing your investments, financial planning, accounting, tax-related concerns, retirement planning, property planning and much more.

Here’s what your wealth manager can do for you...

A wealth manager’s services are personalised according to your needs and goals. Whether you are ready for retirement or struggling with tax woes, a wealth manager can provide a comprehensive plan for both and everything in between. Here are some of the things a wealth manager can help you with.

● Investment advice

● Financial planning

● Banking services

● Legal planning

● Retirement planning

● Risk management

● Philanthropy planning

● Family legacy advice

● Tax strategies

● Trust services

● Estate planning

Other than that, a wealth planner also acts as the sole point of contact who coordinates through all the communications and relationships with your financial experts, advisors, attorneys, and accountants.

Since a wealth manager is provided by your bank and he/she ends up becoming an integral part of your finances, it’s always wise to opt for a bank that is trustworthy and one that has a good reputation in the market.

To know more, click here.

This content is sponsored by SBI Wealth.

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