It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, retirement.

Wealth management is an integrated process for helping clients manage their wealth. Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services.

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.