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Wealth Manager Quiz

What type of risks does a customer face when making deposits in a bank?

Customers with annual income level between Rs. 2.50 Lac and Rs. 10 Lacs are classified as

Banks in India categorize a person as HNI if his/her net worth is over ____________.

Client with a plan to transfer wealth through estate plan or charitable giving may encounter complex legal issues around estate tax, trusts, and perhaps establishing endowments.

_________ refer to an investor's emotional tolerance for volatility or suffering a loss.

To attract large number of deposits form HNIs banks some banks offer free life insurance policies.

Banks in India follow the principle of product-based services to offer wealth management services to HNIs

Which of the following is the key requirement of a customer?

In private banking, handholding is often _________________ to which it appeals.

_________ refers to the financial capacity of a client to withstand market loss.