7 Smart Steps Of Wealth Management

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Author : Kaushik Sen

Binding : Paperback

Publication Date : December 2020


7 Smart Steps Of Wealth Management


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Currently the world has been hit by Covid-19 pandemic. Future is uncertain. Stock markets are volatile. Bank interests are falling. Gold prices are rising. Real estate prices are falling. Also default risks are high. So where does one invest his or her savings.

In the volatile stock markets, which is the correct time to buy, and which is the correct time to take profits. With falling fixed deposits interest rates, are life insurance policies better long term investment tools. Or should life insurance be treated as protection tool only. This book tries to answer all these queries in the mind of a common investor. Also in this book, small but important ideas have been provided, which can help an individual to create real wealth.

Overall the main objective of this book is to help common individuals to multiply their wealth.

About the Author

Kaushik Sen, has been working in the financial markets since 1995. He completed his MBA Degree, with finance as specialisation, in first class, from Pune University. He has worked as Area Manager at Bonanza Portfoilio Limited ( A stock broking firm ) for a brief period. He has also studied technical analysis and fundamental analysis and has been stock market Analyst and was also a member of Association of Technical Market Analysts (ATMA).

Currently he is working with Aditya Birla Capital since 2014, and is successfully leading a team of successful financial distributors, which includes lawyers, chartered accountants and entrepreneurs. He had attended Shanghai convention 2017 and Phuket convention 2018 of Aditya Birla Capital, for successfully leading his team of financial distributors and giving proper service, guidance and advice to his Clients.



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