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IMPORTANCE OF WEALTH MANAGEMENT PART II & INVESTMENT MANAGEMENT
What is the primary goal of wealth management in the context of investment management?
The primary goal is to grow and preserve a client's wealth over time by aligning investment strategies with their financial goals, risk tolerance, and time horizon.
What is 'capital appreciation' as an investment objective in wealth management?
Growth in the value of principal invested over time.
Which regulatory body oversees mutual fund and investment advisory services in India?
SEBI (Securities and Exchange Board of India) regulates mutual funds and investment advisors in India under the SEBI (Investment Advisers) Regulations, 2013.
What is the difference between 'strategic asset allocation' and 'tactical asset allocation'?
Strategic is long-term fixed; tactical is short-term market-driven adjustment.
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