What Are the Different Branches of The Financial Advisory Services?

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What Are the Different Branches of The Financial
Advisory Services
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Seeking Financial Advice
Seeking help of financial advisory services for
your business is a good decision one can take as
a business owner. These financial advices could
be on investment banking, asset and wealth
management, managing shares, bonds, liabilities
and about how to expand this wealth portfolio.
Therefore, approaching any investment banking
firm or wealth management firm will help your
business invest the surplus in right direction.
Lets see what different aspects of financial
advisory are.
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Investment Banking
Investment banking is a financial service that
deals with expanding and pushing the boundaries
of a clients financial portfolio. It helps the
businesses to raise capital through various
resources and act as issuers of security and
investors sometimes, to help a firm go public. It
is a corporate division of financial advisory
services that involves advisory based financial
transactions on behalf of their clients that can
be private corporation, public sector companies
or just high net individuals.
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Asset Management
This branch of the financial with systematic
organising, planning, operating, maintaining,
upgrading and disposing assets on behalf of
others and that too, in the most cost-effective
manner. This also includes advising clients on
investing in mutual funds, managing the long-only
fund, assets of pension fund and so on. It is
something that is used not just in the business
world, also in the public infrastructure ensuring
a coordinated approach in optimization of costs,
risks, services and performances.
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Wealth Management
This branch of finance is lot less risky and
involves managing of assets and other kind of
wealth that is possessed by the client. A wealth
manager will assess the entire assets and wealth
that a client has, and then utilizes the spectrum
of his financial disciplines available such as
advice on investment, legal planning or estate
planning, accounting, tax services, retirement
planning, long-only funds and so on. Obviously,
as the countries change, the rules and legal
proceedings in wealth management also change.
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Choosing the Right Firm for All the Above
For any public company or a mature private
company, choosing the right type of firm and
investment bank is a big early step. God forbid,
if you choose wrong, then you might incur great
amount of losses and the deal could go wrong. The
correct firm will guide you through the entire
process of your IPO, follow on investment and
make sure to give you great over all service and
maintain long term relation with your business.
Make sure that your firm has dealt with the kind
of transactions you are looking for and have
experience in dealing with clients of your sector.
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Thank You
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