- To acquire families of the desired segment (disposable surplus between Rs 5 -25 cr)
- Will ensure that there is continuous and incremental wallet share from the families leading to our Assets Under Management and subsequently increased revenues.
- Will contribute to the growth of the Wealth Management business leading eventually to the profitability for the firm.
- To increase the business & profitability of the Wealth Management Division by providing effective financial portfolio & wealth management advisory services to existing clients and develop new clients.
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