The author has over 20 years of experience in the Financial Services industry where he has successfully managed wealth of retail, high net-worth & corporate clients. In the last 5 years he has been...view moreThe author has over 20 years of experience in the Financial Services industry where he has successfully managed wealth of retail, high net-worth & corporate clients. In the last 5 years he has been writing learning material for students and for practitioners besides teaching wealth management subjects to management graduates. He is currently working at Jain College and pursuing his PhD at Jain University.view less