Wealth Management
Dhananjay Kumar | Director | Arthaprise FinancialWhat is Wealth Management?
There are many nuances of a Career in Wealth Management. Understanding Why one wants to choose a Career in Wealth Management is phenomenally more important than figuring out How to get into Wealth Management. Just like you would normally not trust a non Doctor with names of medicines, you should also not trust opinions about Wealth Management from non professionals.
Director Dhananjay Kumar invested 15 years & 2 months in Wealth Management. Director Dhananjay Kumar outlines Wealth Management as:
Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.
How Director Dhananjay Kumar got into Wealth Management?
After completing my graduation, I did wealth management certification from CIEL. I had worked for 15 years with various financial planning and wealth management companies such as Deutsche Bank, Aditya Birla Management etc. I have started my own company for the same in 2018 by the name of Arthaprise Financial.
Director Dhananjay Kumar's Talk on Wealth Management |
|
Starts with what is: | |
1) | Wealth Management |
Next, it covers Education. It is easy to Google information about what Qualifications are needed to enter Wealth Management, this Talk went a step ahead to talk about the body of knowledge one needs to develop to excel at Wealth Management. It details these topics within Education for Wealth Management: | |
2) | Finance |
3) | Economics |
4) | Certifications |
Then, the Talk focuses on the most important component that is Skills. Wealth Management demands specific Skills which only an experienced professional can lay out. It discusses following headings for Skills in Wealth Management: | |
5) | Sales & Marketing Skills |
6) | Communication |
7) | Analytical Skills |
8) | Computer Skills |
9) | PR Skills |
Positives of Wealth Management are quite interesting. This Talk explains these Positives of Wealth Management: | |
10) | Growth Potential |
11) | Monetary Benefits |
12) | Networking |
13) | Work Life Balance |
14) | Job Satisfaction |
It is important that one develops a fair understanding of the Challenges of Wealth Management: | |
15) | Regulatory Challenges |
16) | Chanding Dynamics |
17) | Competition |
In the final section of the Talk, Dhananjay Kumar talks about How a day goes in a Career in: | |
18) | Wealth Management |
Install the LifePage App to:
- (for Free) Watch Director Dhananjay Kumar’s full Wealth Management Career Talk
- (for ? 100 or ? $ 1.4) Do a Self Assessment on Wealth Management to calculate your Dream Index, which is defined as:
According to Dhananjay Kumar your chances of success in Wealth Management is __%
- Access your personalized Dream Index Report which will have all your Dream Indices sorted in descending order.
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How to get into
Wealth Management?
If you are want to get into Wealth Management, start by investing in a Career Plan.
The 14 hour process, guided by a LifePage Career Advisor, will help you introspect and check whether your interest in Wealth Management is merely an infatuation or is it truly something you wish to do for the rest of your life.
Next, your Career Advisor will help you document how you can get into Wealth Management, what education and skills you need to succeed in Wealth Management, and what positives and challenges you will face in Wealth Management.
Finally, you will get a Career Plan stating which Courses, Certifications, Trainings and other Items you need to do in the next 7 years to become world’s best in Wealth Management.
LifePage Career Plan
14 hour personalized guidance program
![](images/plan/plan_summary.webp)
![](images/plan/plan_process.webp)
Your LifePage Career Advisor facilitates your guided introspection so that you systematically explore various Career options to arrive at a well thought out Career choice.
Next: your Advisor helps you figure out how you will get into your chosen Career and how will you develop the skills needed for success in your Chosen Career.
LifePage Plan will not stop at saying "to become an Architect study Architecture". It will guide you on which Certifications, Trainings and Other items you need to do along with your Architecture education to become the world's best Architect.
Links for this Talk
LifePage Career Talk on Wealth Management
![Career Counselling 2.0 Career Counselling 2.0](support/info.png)
[Career]
https://www.lifepage.in/careers/wealth-management-1
![Career Counselling 2.0 Career Counselling 2.0](support/talk-deeplink.png)
[Full Talk]
https://lifepage.app.link/20191009-0005
![Career Counselling 2.0 Career Counselling 2.0](support/play-white.png)
[Trailer]
https://www.youtube.com/watch?v=V5fB39IFeD8
(Wealth Management, Dhananjay Kumar, Arthaprise Financial, Finance, Economy, Management, Finance Management, Financial Planning)
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