This video is on Personal Finance. Learn How to Manage your Wealth?
In This Video You Will Learn:
0:00 Disclaimer
0:06 Introduction
0:27 How to manage your wealth?
0:49 What is Wealth Management?
1:07 Benefits of Wealth Management.
1:35 Steps of Wealth Management.
2:12 1. Wealth Protection - Insurance
2:48 Emergency fund
3:10 2. Wealth Creation : Accumulate
3:21 Risk Profiling.
3:43 Create Financial Goals.
4:10 Goal Timelines and SMART Goals.
4:37 Identify the correct Financial Products.
5:10 Succession planning.
5:30 Periodic Review.
6:28 Problem solving courses.
Steps to follow:
⏸️ Pause The Video
📝 Make Notes
🔁 Watch The Video 2-3 times
This video has voice over in Hindi for better understanding
Please like and share 🙏🙏
Naveen Bhat
Sr. Business Consultant
Bada Business : Dr. Vivek Bindra
9820245312
#drVivekBindra #BadaBusiness #Personal Finance #financialPlanning #MoneyManagement #WealthManagement #Money