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FOR ENGAGEMENT OF CONSULTANT FOR REVAMPING WEALTH MANAGEMENT & PREMIER BANKING OPPORTUNITIES AT THE BANK Ref.: SBI/WMBU&PREMIER/202324/1092 dated 19/06/2023State Bank of India Wealth Management BU
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What is wealth & asset management?
Wealth & asset management is the professional management of assets such as stocks, bonds, real estate, and other investments on behalf of clients to help them achieve their financial goals.
Who is required to file wealth & asset management?
Individuals or companies who manage assets on behalf of clients are required to file wealth & asset management reports.
How to fill out wealth & asset management?
Wealth & asset management reports can be filled out by detailing the assets under management, performance metrics, and any other relevant financial information.
What is the purpose of wealth & asset management?
The purpose of wealth & asset management is to help clients grow and preserve their wealth over time through strategic investment decisions.
What information must be reported on wealth & asset management?
Information such as asset allocation, investment performance, fees charged, and any conflicts of interest must be reported on wealth & asset management documents.
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