IMPORTANT OF WEALTH MANAGEMENT.

CHAPTER 1) INTRODUCTION OF WEALTH MANAGEMENT.

1:- SCOPE OF WEALTH MANAGEMENT

2:-COMPONENT OF WEALTH MANAGEMENT

3:-PROCESS OF WEALTH MANAGEMENT

4:-CODE OF ETHICS FOR WEALTH MANAGEMENT

CHAPTER 2) PERSONAL FINANCIAL STATEMENT ANALYSIS

1:- FINANCIAL LITRACY

2:- BUILDING FINANCIAL PLANNING

CHAPTER 4) INSURANCE PLANNING

1:- PRICIPLES OF INSURANCE

2:- RIGHTS & RESPONSIBILITIES OF INSURER AND INSURED

3:- TYPES OF GENERAL INSURANCE

4:- HEALTH INSURANCE AND MEDICLINE

CHAPTER 5) INVESTMENT PLANNING

1:- TYPES OF INVESTMENT RISK

2:- RISK PROFILING OF INVESTOR

3:-STEPS IN ASSET ALLOCATION

4:- TYPES OF ASSET CLASSES

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CHAPTER 6) FINANCIAL MATHEMATICS
1:- FINANCIAL RATIO

2:- REVENUE RATIO

3:- BALANCING RATI0

4:- COMPOSTE RATIO

CHAPTER 7) TAX AND ESTATE PLANNING

1:- ASSESSMENT YEAR & FINANCIAL YEAR

2:- T.D.S

3:- CARRY FORWARD AND SET OFF

4:- TYPES OF WILL

5:- LONG TERM CAPITAL GAIN

6:- REQUIRMENT OF VALID WILL

7:- TRUST

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