Wealth Management

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WEALTH MANAGEMENT STUDY OF DIFFERENT INVESTMENT AVENUES

By Ashish Rungta Edelweiss Securities Private Limited Date: 25/04/2006

About

Edelweiss

About

Edelweiss Wealth Management

Wealth Management Business Model

Different Investment Avenues        

Portfolio Management Service Mutual Fund Advisory Insurance Advisory Art Fund Real Estate Fund Structured Products & Derivative Strategy Loan Against Securities / IPO Financing Others

Training and learning platform for new recruits AV Information

Recruit

    Training Format

Normal training  sessions &  feedbacks

Illustrative pitching  of clients by  recruits and feed  back

Intra Net Platform  to Know In and Out  of Products

Speech document  and speech  training

THANK YOU

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