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Axis Bank Ltd. Ahemdabad Submitted By:: Project Report
Axis Bank Ltd. Ahemdabad Submitted By:: Project Report
Axis Bank Ltd. Ahemdabad Submitted By:: Project Report
ON
Wealth Management Sector
An Analysis Of Existing
And
Potential Market
AT
AXIS BANK LTD.
AHEMDABAD
Submitted By:
Ankit kanungo (MBA-III SEM! In Partial Fulfillment for Degree of
Master of Business Administration during the year 2008-0
AMITY BUSINESS SCHOOL, AMITY UNIVERSITY
RAJASTAN, JAIPUR
ACKNOWLEDGEMENT
It is a matter of great satisfaction and pleasure to
present this report on Analysis of Wealth Management
taking Axis bank as basis. I take this opportunity to owe my
thanks to all those involved in my training.
This project report could not have been completed
without the guidance of our !OO"DINATO" - MBA# Dr$
%&''(A %"I)A%T)A & project guide Dr$ AMIT DI*IDI.
Their timely help & encouragement helped me to complete
this project successfully.
I thank Mrs. )IN''T A+"A*A( (VI! "#!$I%!&'(
)#* for giving me opportunity to work at AXiS A!"# as a
$I!A!%& T'AI!&&.
I am thankful to Ms$ PAMPA +&O%& (MA&A+!# ,
W!A-') MA&A+!M!&'* and M"$ %A,"AB& T"IPAT&I
(%+M. W!A-') MA&A+!M!&'* for their encouragement and
able guidance at every stage of my training work.
I e(press my gratitude towards staff of *'A(T&
MANA+'M'NT D'PA"TM'NT -A-I% BAN.# those who
2
have helped me directly or indirectly in completing the
training.
3
WEALTH MANAGEMENT
SECTOR
AN ANALYSIS
OF
EXISTING AND POTENTIAL
MARKET
COMPANY GUIDE : FACULTY
GUIDE :
Ms. Pampa Ghosh Dr. Amit Dii!i
(Manager) (Prof.)
Wealth Management Department Amity Business
School
4
AXIS BAN (D!"#I) $aipur
INDEX
No. Parti"#$ars Pa%& No
% !&ecuti'e Summary
( )*+ecti'e , Scope of Pro+ect
- .ompany Profile
/ 0heoretical Bac1groun233
4 Pro+ections
5 Bi*liography
5
**
1. INTRODUCTION
2. CONCEPT OF WEALTH MANAGEMENT
Wealth Management Range
Key Elements of Wealth Management Se!"#es
Key Challenge Aea
3 Solution Framework
4. Wealth Management An Emerging Sector
5. Core Elements of Wealth Management Services
Packaged at various levels
A$!"soy
%n!estment &o#ess"ng 'tansa#t"on o"ente$(
C)sto$y* Safe+ee,"ng an$ Asset Se!"#"ng
En$-to-en$ %n!estment L"fe#y#le Management
Key function areas
Financial Planning
.
Cl"ent &of"l"ng
%n!estment O/0e#t"!e
Portfolio Strategy Definition / Asset Allocation
1ef"n"ng &otfol"o Stateg"es an$ &otfol"o Mo$el"ng
1etem"nat"on of &otfol"o Const"t)ents an$ Allo#at"on
of Assets
Strategy I!leentation
Portfolio "anageent
&otfol"o A$m"n"stat"on
&efoman#e E!al)at"on an$ Analyt"#s
Strategy #evie$ and Alignent
Re#al"/at"on of &otfol"o Stategy
Re/alan#"ng* Reallo#at"on an$ 1"!estment of Assets
%. Key Challenge Areas
H"ghly &esonal"2e$ an$ C)stom"2e$ Se!"#es3
&esonal elat"onsh", $"!"ng the /)s"ness3
E!ol!"ng Cl"ent &of"le3
Cl"ent %n!ol!ement Le!el3
&ass"on %n!estment '&h"lantho,y an$ So#"al Res,ons"/"l"ty(3
L"m"te$ Le!eag"ng Ca,a/"l"t"es of Te#hnology 'as an ena/le(3
Te#hn"#al A#h"te#t)e an$ Te#hnology %n!estment3
%nt"#ate Kno4le$ge of Coss-f)n#t"onal 1oma"n3
5
&. Solution Framework
6)al"ty of Se!"#e Le!el
7n"!esal Se!"#e Offe"ng
%n!estment "n &eo,le &o#esses
&"#e not a T)e 1"ffeent"ato
7n#on!ent"onal 1el"!ey Channel an$ Comm)n"#at"on
8le9"/"l"ty of Te#hn"#al A#h"te#t)e
:
'. SERVICES PROVIDED BY WEALTH MANAGEMENT
INSTITUTIONS
C)sto$"an Se!"#es
T)st Se!"#es
Ret"ement &lan Se!"#es
(. ADVANTAGES AND LIMITATIONS
)*. Consumer Point Of View :
Wealth Management
&MS !s Wealth manage an$ f)n$ manage3
%s &MS fo yo);
Ho4 to #hoose a &MS3
%n!estment ,h"loso,hy3
S#heme /en#hma+s3
M"n"m)m "n!estment3
Ret)ns3
Cost st)#t)e3
8e<)en#y of $"s#los)e3
=o+"ng ho)se3
Assets )n$e management 'A7M(3
)). CONCEPT OF ASSET CLASSES
Asset M"9