Client Profiling

The first step in wealth management is client profiling. i.e. understand the details pertaining to the client in order to make the most efficient plan and have a successful executions of the plan Clients are segregated into various classes based on the person’s feasibility on certain features.

They are as follows:

• Liquidity
• Capital adequacy
• Cash flow management
• Lifestyle preservation
• Current financial obligations
• Future goals
• Personality
• Life experience
• Personal Circumstances

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