Wealth management can be implemented in four steps


  1. Define Objectives – Define the objectives that you wish to achieve and in what time frame you wish to achieve them. Make decisions regarding all your financial goals like education, vacation plan, investments etc

  2. Make a strategy – Making a suitable strategy to implement you decisions is the next step. Make a very professional and practical strategy. The strategy has to very practical.

  3. Implementing the Strategy – Not just making a strategy can complete your job. You will also have to implement or make it happen. This is a difficult part of your strategy.

  4. Evaluate the Developments – Once you have made a strategy and worked according to it, now is your time to make an evaluation of the results. This is also a very important step which helps you keep a track of the improvements you have made with the stagey.