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PERSONAL FINANCE WEALTH MANAGEMENT
Category Archives: Finance
Difference between NPV, IRR, MIRR, XIRR and XMIRR
All NPV, IRR, MIRR, XIRR and XMIRR are used to analyze investments and to choose between 2 investments. These measures allow an investor to find out the rate of return he is earning on his investment. NPV is a number … Continue reading
All about Single Family Office!!!!
A families and business plans should be mutually supportive, matching the family’s interests and the business’s goals. Key points included 1) family values and business philosophy are the core, foundation 2) strategic thinking affects family commitment and the business 3) … Continue reading
Posted in Finance, Private Banking, Wealth Management
Tagged Business, Dodd-Frank, Dodd–Frank Wall Street Reform and Consumer Protection Act, Family, family office, forming a Single family office, functions of a single family office, Investment, San Francisco International Airport, Single Family Office
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What is a Family Office? What are its benefit???
“An old Chinese proverb “The best time to plant a tree (– or build a resilient plan for your family) is 20 years ago. The second best time is today’.” Family Office At the top level of private wealth comes … Continue reading
Challenges of Wealth Management Industry
If two decades ago the financial services industry resembled a mom-and-pop sidewalk food stand offering a mere handful of plain-vanilla entrees on its menu— stocks, bonds and mutual funds—today’s financial marketplace more closely evokes a full-service restaurant located inside a … Continue reading
Global Financial Hotspots
Financial Concerns and Opportunities Map for the World in 2012
The Future of Wealth Management- Eight Firmly Held Convictions
Based on AAFM India’s collective experience, extensive research and dozens of interviews conducted, we have developed eight firmly held convictions regarding the future of wealth management. These would help in myriad ways by which wealthy investors and their financial advisors, … Continue reading
Posted in Finance, Manage Finance, Personal Finance, Private Banking, Private Equity, Wealth Management
Tagged American Academy of Financial Management, Financial adviser, future of wealth management, High net worth individual, India, Investment, Middle East, Private bank, private banking, Private Equity, trends in wealth management, Wharton School of the University of Pennsylvania
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Difference between Private Banking and Wealth Management
There is no generally accepted standard definition of wealth management – both in terms of the products and services provided and the constitution of the client base served – but a basic definition would be financial services provided to wealthy … Continue reading
Posted in Finance, Manage Finance, Personal Finance, Private Banking, Uncategorized, Wealth Management
Tagged American Academy of Financial Management, Asset management, Bank, Finance, Financial services, High net worth individual, HNW, Merrill Lynch, Private bank, private banking, Wealth, wealth management, what is private banking
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Love Your Money Not Investments!!!
A chain smoker who smokes two packs of cigarettes a day is informed by his doctor first time that smoking cigarettes causes lung cancer. His first reaction is that of extreme discomfort arising out two opposite pieces of information one that … Continue reading
Posted in behavior, biases, Control Your Destiny, Finance, financial behavior, Financial Freedom, Manage Finance, Personal Finance, Stock Investing, Trading Tips, Wealth Management
Tagged Asset Decision, behavior, bias, Blog, creating wealth, endowment effect, financial freedom, golden rules of personal finance, Health, investments, learn the tricks of managing money, Lottery, Lung cancer, manging your finance, Mark Twain, personal finance, Smoking cessation, STOCK ANALYSIS, stock investing, stock market, stock picking, sunk cost fallacy, Sunk costs, Tobacco, United States, wealth management
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Are you fooled by a Percentage(% age)
Are you fooled by a Percentage(% age).
Are you fooled by a Percentage(% age)
This is a first of the series of blogs on how behavioral finance learning can be applied to our investment decisions. The human mind is often fooled by percentages. For example in my class as an experiment I asked a … Continue reading
Posted in behavior, biases, Control Your Destiny, Finance, financial behavior, Financial Freedom, Lessons from a Grandfather, Manage Finance, Personal Finance, Private Equity, Wealth Management
Tagged behavior, bias, cheated, fooled, percentage, personal finance, uderstanding percentages, wealth management
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