Wealth Management

Wealth Management is an area of investment consulting that incorporates all available financial resources to meet the needs of wealthy investors. It is a consultative mechanism by which the consultant collects information about the client's desires and tailors a particular plan using relevant financial products and services. A wealth management consultant or wealth manager is a type of financial advisor who uses the variety of financial disciplines available, such as legal or estate planning, financial and investment advice and retirement planning, accounting and tax services to manage the wealth of an affluent client at a fixed fee.

Financial Consultant, Financial Advisor, Asset Management

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Professional Man

Nitesh Dhandharia

Managing Partner

20 years of industry experience

Nitesh is an experienced Chartered Accountant specializing in wealth management, lending financial planning and investment expertise to both domestic and offshore markets. He designs strategies that provide guidance to high-net-worth families and corporate clients to pursue wealth, manage risk, minimize taxes and protect their estates.

KEY SKILLS

  • Financial inclination

  • Analytical mindset 

  • Far-sightedness

  • Risk Management

  • Problem-Solving Skills

  • Organizational ability

  • Meticulous Planner

  • Good Communicator 

  • Empathic

  • Vigilant

  • Attentive to Details 

PROS

  • India is witnessing an era of wealth creation

  • Unending opportunities in the existing  digital age, uncertain economic conditions, and inflationary headwinds

  • The constant emergence of wealth management firms in India

  • High salary structures

  • Giving some meaningful advice is quite rewarding

  • Clarity to sort out own finances 

CONS

  • High-stress job 

  • Excessive competition

  • Long unforgivable hours 

  • Steep learning curve

  • Tedious regulations

OPPORTUNITY TYPES

GOT WHAT IT TAKES?

  • Brokerage firms

  • Insurance companies

  • Investment Consultants

  • Large Banks 

  • Trust companies 

  • Money Management Firms 

  • Multi-Family Organisations 

  • You are always analysing the market

  • You always ask the right questions

  • You look at the bigger picture

  • It doesn't take you long to gain someone's trust

  • You have a very pragmatic and realistic approach

KEY OPPORTUNITIES

  • Sanctum Wealth Management

  • ICICI Asset Management Company

  • Reliance Asset Management Company

  • J. P. Morgan

  • Goldman Sachs

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