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Portfolio management services form part of Wealth management services which comprise of which of the following key function areas?
  • a)
    Strategy Review and Modification
  • b)
    Financial Planning
  • c)
    Both (a) and (b)
  • d)
    Long term taxation
Correct answer is option 'C'. Can you explain this answer?
Most Upvoted Answer
Portfolio management services form part of Wealth management services ...
Portfolio management services form part of Wealth management services which comprise of following key function areas:-
  • Financial Planning
  • Portfolio Strategy Definition/Asset Allocation/Strategy Implementation
  • Portfolio Management - Administration, Performance Evaluation and Analytics
  • Strategy Review and Modification
Large banks and large brokerage houses create segmentation marketing-strategies to sell both proprietary and non-proprietary products and services to investors designated as potential high net-worth customers. Banks and brokerage firms use advisory talent pools to aggregate these same services.
Thus, the correct option is (c)
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Portfolio management services form part of Wealth management services which comprise of which of the following key function areas?a)Strategy Review and Modificationb)Financial Planningc)Both (a) and (b)d)Long term taxationCorrect answer is option 'C'. Can you explain this answer?
Question Description
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