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.