Fully revised with the updated study material by ICAI (released in December 2020) and is tailored to suit the final year students of CA Final who are appearing for May 2021 examinations or later, under new syllabus. This edition also incorporates several additional problems including those asked in the November 2020 examination. It also incorporates solution to the January 2021 (November 2020 – Cycle II) examination question paper. Minor typographical errors have been corrected in the chapter of Equity Portfolio Management and other chapters. As ever, this book tries to balance the needs of those group of students who want to use this material just for passing the examination and the needs of those group of students who wants to learn in detail and pass the examination with high marks.
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About the Book
The discipline of wealth management is evolving fast, and the number of people in the HNI or mass affluent bracket is also increasing at a fast clip. The practitioner of wealth management needs to be aware of the concepts and knowledge of the subject, for which this book will come in handy. The book covers the relevant aspects of the subject e.g. investment asset classes, taxation, regulations, client profiling, behavioural aspects, etc. Beyond this, the practitioner of wealth management has to keep track of daily developments in investment markets, regulation, etc. through media and other sources.
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Satchidanand Pradhan is a Technical Analyst and an active full-time trader. Having completed his graduation in the pharmaceutical sciences from Mumbai University, he started his career in the pharma industry.
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