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Wealth Management


Wealth Management is a combination of investment planning  and tax planning. It may have a different meaning for those who have already created significant wealth and for those who want to create wealth. Those who have already created wealth need a strategy to preserve the created wealth. Their primary goal is to preserve the wealth without taking any risks and having a post tax return that beat inflation. Their focus is more on Allocation of Assets.

Wealth Creation


"Wealth does not come accidently, you have to plan for it" - Henry Ford