Asset Management is a discipline that incorporates Financial Distribution, Investment portfolio management, and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Asset management is done by Asset managers.Asset managers can be MBAs, CFAs & Certified Financial Distribution(CFPCM), or any credentialed professional money manager who works to enhance growth and income.
Investors must have already accumulated a proper amount of wealth for Aset management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers, or multi-licensed portfolio managers.
Their services are designed to focus on high-net-worth customers. Asset Managers use their experience in estate planning, risk management, and legal specialists, to manage the holdings of high net worth clients. Asset managers must contain a current profile of client holdings.
Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing' says the disclaimer in the every advertisement of the mutual fund.
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