A significant aspect of this transformation is the increasing integration of philanthropy into wealth management strategies, reflecting a broader move towards purpose-driven approaches to financial planning.
Traditionally, wealth management focused primarily on maximizing financial returns. However, there’s now a growing trend among HNWIs to consider societal impact alongside monetary gains, driven by a sense of social responsibility and a desire to leave a positive legacy.
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Ques. One of my friends told me that your company provides detailed Retirement plans. I want to know what is the procedure to get my Retirement plan. I will be retiring in March 2025. R.P Gupta, Noida
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