Professional Documents
Culture Documents
based on it, manages the fund or portfolio, and it is also responsible for
The Custodian (responsible for coordinating with brokers, the actual transfer
Analysis of Markets
Discussion of goals Choice of Schemes
and Choice of
and asset allocation and Fund Manager Individual Securities
FINANCIAL PLANNING
THE ACCUMULATION PHASE
THE TRANSITION STAGE
THE INTER-GENERATION TRANSFER STAGE
THE SUDDEN WEALTH STAGE
PLANNING FOR AFFLUENT INVESTORS
MUTUAL FUND COMPANIES