Wealth management / (Record no. 80176)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 02367nam a22001697a 4500 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 220818b2009 |||||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9780070656819 |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.024 DUN |
| 100 ## - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Dun |
| 245 ## - TITLE STATEMENT | |
| Title | Wealth management / |
| Statement of responsibility, etc. | Dun and Bradstreet |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
| Place of publication, distribution, etc. | India |
| Name of publisher, distributor, etc. | McGraw Hill |
| Date of publication, distribution, etc. | 2009 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 144 p. |
| 365 ## - TRADE PRICE | |
| Price type code | INR |
| Price amount | 725.00. |
| 440 ## - SERIES STATEMENT/ADDED ENTRY--TITLE | |
| Title | Finance Essentials Series. |
| 500 ## - GENERAL NOTE | |
| General note | Wealth Management requires a thorough understanding of financial planning process, as well as, of financial products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products. Wealth managers need to be conversant with these aspects to value-add to their clients’ wealth management plans.Written in a simple language, this book will help readers understand the process and steps involved in managing wealth. It includes wealth management process, understanding client goals and constraints, role of insurance, retirement and estate planning and wealth management strategy. It also includes cases and examples, along with sample questionnaires for client profiling and developing a wealth management plan. Wealth managers, financial planners and advisers, fund managers will find the book quite useful in their day-to-day work. The book will also be beneficial to MBA, CFA and CA students. Dun and Bradstreet (NYSE:DNB) is the world’s leading source of commercial information and insight on businesses, enabling companies to Decide with Confidence(R) for 167 years. D&B’s global commercial database contains more than 140 million business records. The database in enhanced by D&B’s proprietary DUNSRight(R) Quality Process, which provides our customers with quality business information. This quality information is the foundation of our global solutions that customers rely on to make critical business decisions. D&B features on Fortune’s Most Admired Companies Industry List, ranking first in the Financial Data Services category. D&B outranked other leaders in the category and was also ranked first among the six in the areas of employee talent, financial soundness, long-term investment, quality of management and use of corporate assets. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name as entry element | Finance, Personal--Vocational guidance |
| 952 ## - LOCATION AND ITEM INFORMATION (KOHA) | |
| Withdrawn status | |
| Lost status | Source of classification or shelving scheme | Damaged status | Not for loan | Collection code | Current library | Shelving location | Date acquired | Total Checkouts | Full call number | Barcode | Date last seen | Date last checked out | Koha item type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dewey Decimal Classification | 330 | BITS Pilani Hyderabad | General Stack (For lending) | 18/08/2022 | 1 | 332.024 DUN | 46331 | 13/07/2024 | 16/02/2023 | Books |