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170. </item>
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172. <title>Business Development Manager/Senior Business Development Manager</title>
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177. <pubDate>Tue, 24 Sep 2024 07:11:38 +0000</pubDate>
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278. <div class="et_pb_text_inner"><p><span class="ng-scope">Job Summary:-</span><br class="ng-scope" /><span class="ng-scope">The Business Development Manager is responsible for identifying and developing strategic business opportunities, establishing relationships with potential partners, and driving growth for the company. This role involves market research on alternative investment products, networking, and implementing business development strategies to achieve business targets and contribute to the company&#8217;s overall success.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">Key Responsibilities:-</span><br class="ng-scope" /><span class="ng-scope">1. Strategic Planning:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Develop and execute business development strategies to achieve growth targets and expand market presence.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Conduct market research to identify new business opportunities and industry trends.</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">2.  Acquisition:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Identify and prospect potential wealth management partners through various channels, including networking, referrals, and industry events.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Build and maintain strong relationships with new and existing partners to foster business growth.</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope"> 3. Business Development:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Develop and present proposals, conduct presentations, and negotiate contracts with clients.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Collaborate with the Business Development &amp; Product Team to ensure effective follow-up and enhancement of business.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">4. Market Analysis:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Analyse market conditions, competitor activities, and partner needs to identify opportunities for differentiation and growth.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Provide insights and recommendations to the senior management team based on market analysis.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">5. Reporting &amp;Documentation:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Maintain accurate records of business development activities, including partner interactions, sales pipelines, and market feedback.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Prepare regular reports on business development progress, performance metrics, and business forecasts.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">6. Collaboration:-</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Work closely with internal teams, including marketing, product development, and support, to ensure alignment and support for business development efforts.</span><br class="ng-scope" /><span class="ng-scope">   &#8211; Participate in cross-functional meetings to share insights and contribute to overall business strategy.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">Qualifications:-</span><br class="ng-scope" /><span class="ng-scope">&#8211; Bachelor’s degree in Business Administration, Marketing, or a related field. An MBA or relevant advanced degree is a plus.</span><br class="ng-scope" /><span class="ng-scope">&#8211; Proven experience (typically 2 years plus) in business development, sales, or a similar role, with a track record of achieving targets. (Experience in Alternative Investments is a plus)</span><br class="ng-scope" /><span class="ng-scope">&#8211; Strong understanding of sales and business development principles, market analysis, and B2B relationship management.</span><br class="ng-scope" /><span class="ng-scope">&#8211; Excellent communication, negotiation, and presentation skills.</span><br class="ng-scope" /><span class="ng-scope">&#8211; Ability to work independently and manage multiple projects simultaneously.</span><br class="ng-scope" /> <br class="ng-scope" /><span class="ng-scope">Desired Attributes:-</span><br class="ng-scope" /><span class="ng-scope">&#8211; Strategic thinker with a proactive approach to problem-solving.</span><br class="ng-scope" /><span class="ng-scope">&#8211; Ability to thrive in a fast-paced, dynamic environment.</span><br class="ng-scope" /><span class="ng-scope">&#8211; Strong interpersonal skills and the ability to build rapport with clients and colleagues.</span></p></div>
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282. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
283. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Standards</div></div>
284. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_11  et_pb_text_align_left et_pb_bg_layout_light">
288. </div> <!-- .et_pb_text --><div class="et_pb_button_module_wrapper et_pb_button_1_wrapper  et_pb_module ">
289. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_1 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
290. </div>
291. </div> <!-- .et_pb_column -->
294. </div> <!-- .et_pb_row -->
297. </div> <!-- .et_pb_section --></p>
298. <p><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fcwmindia.com%2Fbusiness-development-manager-senior-business-development-manager%2F&amp;linkname=Business%20Development%20Manager%2FSenior%20Business%20Development%20Manager" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fcwmindia.com%2Fbusiness-development-manager-senior-business-development-manager%2F&amp;linkname=Business%20Development%20Manager%2FSenior%20Business%20Development%20Manager" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_linkedin" href="https://www.addtoany.com/add_to/linkedin?linkurl=https%3A%2F%2Fcwmindia.com%2Fbusiness-development-manager-senior-business-development-manager%2F&amp;linkname=Business%20Development%20Manager%2FSenior%20Business%20Development%20Manager" title="LinkedIn" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_pinterest" href="https://www.addtoany.com/add_to/pinterest?linkurl=https%3A%2F%2Fcwmindia.com%2Fbusiness-development-manager-senior-business-development-manager%2F&amp;linkname=Business%20Development%20Manager%2FSenior%20Business%20Development%20Manager" title="Pinterest" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_whatsapp" href="https://www.addtoany.com/add_to/whatsapp?linkurl=https%3A%2F%2Fcwmindia.com%2Fbusiness-development-manager-senior-business-development-manager%2F&amp;linkname=Business%20Development%20Manager%2FSenior%20Business%20Development%20Manager" title="WhatsApp" rel="nofollow noopener" target="_blank"></a></p><p>The post <a href="https://cwmindia.com/business-development-manager-senior-business-development-manager/">Business Development Manager/Senior Business Development Manager</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
299. ]]></content:encoded>
301. <wfw:commentRss>https://cwmindia.com/business-development-manager-senior-business-development-manager/feed/</wfw:commentRss>
302. <slash:comments>0</slash:comments>
305. </item>
306. <item>
307. <title>Relationship Manager &#8211; Wealth</title>
308. <link>https://cwmindia.com/relationship-manager-wealth-3/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=relationship-manager-wealth-3</link>
309. <comments>https://cwmindia.com/relationship-manager-wealth-3/#respond</comments>
311. <dc:creator><![CDATA[placements]]></dc:creator>
312. <pubDate>Mon, 23 Sep 2024 10:52:31 +0000</pubDate>
313. <category><![CDATA[Uncategorized]]></category>
314. <guid isPermaLink="false">https://cwmindia.com/?p=81477</guid>
315.  
316. <description><![CDATA[<p>The post <a href="https://cwmindia.com/relationship-manager-wealth-3/">Relationship Manager &#8211; Wealth</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
317. ]]></description>
318. <content:encoded><![CDATA[<p><div class="et_pb_section et_pb_section_4 et_section_regular" >
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340. <div class="et_pb_column et_pb_column_1_4 et_pb_column_9  et_pb_css_mix_blend_mode_passthrough">
343. <div class="et_pb_module et_pb_image et_pb_image_2">
346. <span class="et_pb_image_wrap "><img decoding="async" src="https://cwmindia.com/wp-content/uploads/2024/09/merisis-wealth.jpg" alt="" title="merisis wealth" srcset="https://cwmindia.com/wp-content/uploads/2024/09/merisis-wealth.jpg 200w, https://cwmindia.com/wp-content/uploads/2024/09/merisis-wealth-150x150.jpg 150w, https://cwmindia.com/wp-content/uploads/2024/09/merisis-wealth-120x120.jpg 120w, https://cwmindia.com/wp-content/uploads/2024/09/merisis-wealth-100x100.jpg 100w" sizes="(max-width: 200px) 100vw, 200px" /></span>
347. </div>
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351. <div class="et_pb_module et_pb_text et_pb_text_12  et_pb_text_align_left et_pb_bg_layout_light">
354. <div class="et_pb_text_inner"><h3>Relationship Manager &#8211; Wealth</h3>
355. <h3><span style="color: #666666;font-size: 14px">Bangalore/Mumbai &#8211; 23/09/2024</span></h3></div>
356. </div> <!-- .et_pb_text -->
357. </div> <!-- .et_pb_column -->
360. </div> <!-- .et_pb_row --><div class="et_pb_row et_pb_row_8">
361. <div class="et_pb_column et_pb_column_4_4 et_pb_column_11  et_pb_css_mix_blend_mode_passthrough et-last-child">
364. <div class="et_pb_module et_pb_text et_pb_text_13  et_pb_text_align_left et_pb_bg_layout_light">
367. <div class="et_pb_text_inner"><h4>Job Title</h4>
368. <p>Relationship Manager &#8211; Wealth</p>
369. <p><strong>Job Location </strong>&#8211; Bangalore/Mumbai</p></div>
370. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_14  et_pb_text_align_left et_pb_bg_layout_light">
373. <div class="et_pb_text_inner"><div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
374. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
375. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
376. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
377. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
378. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
379. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
380. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
381. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
382. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
383. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
384. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
385. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
386. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
387. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><span class="mdl-color-text--grey-900  ng-binding">About <strong>Merisis Wealth Advisors</strong></span></div>
388. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">Merisis is an integrated financial advisor guiding new-age business founders and HNIs on growth capital, M&amp;A, and wealth management. Founded in 2010, Merisis has advised its clients on a total transaction value of $3 bn including $1 bn of M&amp;As. The team consists of 30+ Investment Bankers, 75+ Wealth Management professionals with offices across 6 cities.</span></div>
389. </div>
390. </div>
391. </div>
392. </div>
393. </div>
394. </div>
395. </div>
396. </div>
397. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
398. <div class="org-about-module-wrapper org-about-module__card-spacing" data-artdeco-is-focused="true">
399. <div>
400. <div class="org-about-module__description"> </div>
401. </div>
402. </div>
403. <footer class="artdeco-card__actions"></footer>
404. </div>
405. </div>
406. </div>
407. </div>
408. </div>
409. </div>
410. </div></div>
411. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_15  et_pb_text_align_left et_pb_bg_layout_light">
414. <div class="et_pb_text_inner"><p><strong class="ng-scope">Job Roles and Responsibilities:</strong></p>
415. <ul class="ng-scope">
416. <li>The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of our Investment Advisory services</li>
417. <li>Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet</li>
418. <li>Acquire New Clients for the firm and also develop new territories</li>
419. <li>Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients</li>
420. <li>Deliver Sales Targets</li>
421. <li>An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue Wealth Management while acquiring new clients as well</li>
422. </ul>
423. <p><br class="ng-scope" /><strong class="ng-scope">Qualification and Experience:</strong></p>
424. <ul class="ng-scope">
425. <li>Excellent written and oral communication skills</li>
426. <li>Strong Organizational Skills</li>
427. <li>Experience in investment/financial services &amp; knowhow of capital markets knowledge</li>
428. <li>Strong Teamwork and Collaboration</li>
429. <li>Relationship Management &amp; Interpersonal skills</li>
430. </ul></div>
431. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_16  et_pb_text_align_left et_pb_bg_layout_light">
434. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
435. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">Upto 35LPA</div></div>
436. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_17  et_pb_text_align_left et_pb_bg_layout_light">
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441. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_2 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
442. </div>
443. </div> <!-- .et_pb_column -->
446. </div> <!-- .et_pb_row -->
449. </div> <!-- .et_pb_section --></p>
450. <p><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fcwmindia.com%2Frelationship-manager-wealth-3%2F&amp;linkname=Relationship%20Manager%20%E2%80%93%20Wealth" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fcwmindia.com%2Frelationship-manager-wealth-3%2F&amp;linkname=Relationship%20Manager%20%E2%80%93%20Wealth" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_linkedin" href="https://www.addtoany.com/add_to/linkedin?linkurl=https%3A%2F%2Fcwmindia.com%2Frelationship-manager-wealth-3%2F&amp;linkname=Relationship%20Manager%20%E2%80%93%20Wealth" title="LinkedIn" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_pinterest" href="https://www.addtoany.com/add_to/pinterest?linkurl=https%3A%2F%2Fcwmindia.com%2Frelationship-manager-wealth-3%2F&amp;linkname=Relationship%20Manager%20%E2%80%93%20Wealth" title="Pinterest" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_whatsapp" href="https://www.addtoany.com/add_to/whatsapp?linkurl=https%3A%2F%2Fcwmindia.com%2Frelationship-manager-wealth-3%2F&amp;linkname=Relationship%20Manager%20%E2%80%93%20Wealth" title="WhatsApp" rel="nofollow noopener" target="_blank"></a></p><p>The post <a href="https://cwmindia.com/relationship-manager-wealth-3/">Relationship Manager &#8211; Wealth</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
451. ]]></content:encoded>
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454. <slash:comments>0</slash:comments>
457. </item>
458. <item>
459. <title>Succession Planner</title>
460. <link>https://cwmindia.com/succession-planner/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=succession-planner</link>
461. <comments>https://cwmindia.com/succession-planner/#respond</comments>
463. <dc:creator><![CDATA[placements]]></dc:creator>
464. <pubDate>Sat, 21 Sep 2024 11:58:43 +0000</pubDate>
465. <category><![CDATA[Uncategorized]]></category>
466. <guid isPermaLink="false">https://cwmindia.com/?p=81440</guid>
467.  
468. <description><![CDATA[<p>The post <a href="https://cwmindia.com/succession-planner/">Succession Planner</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
469. ]]></description>
470. <content:encoded><![CDATA[<p><div class="et_pb_section et_pb_section_6 et_section_regular" >
475. <div class="et_pb_row et_pb_row_9">
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491. <div class="et_pb_with_border et_pb_row et_pb_row_10">
492. <div class="et_pb_column et_pb_column_1_4 et_pb_column_13  et_pb_css_mix_blend_mode_passthrough">
495. <div class="et_pb_module et_pb_image et_pb_image_3">
498. <span class="et_pb_image_wrap "></span>
499. </div>
500. </div> <!-- .et_pb_column --><div class="et_pb_column et_pb_column_3_4 et_pb_column_14  et_pb_css_mix_blend_mode_passthrough et-last-child">
503. <div class="et_pb_module et_pb_text et_pb_text_18  et_pb_text_align_left et_pb_bg_layout_light">
506. <div class="et_pb_text_inner"><h3>Succession Planner</h3>
507. <h3><span style="color: #666666;font-size: 14px">Surat &#8211; 21/09/2024</span></h3></div>
508. </div> <!-- .et_pb_text -->
509. </div> <!-- .et_pb_column -->
512. </div> <!-- .et_pb_row --><div class="et_pb_row et_pb_row_11">
513. <div class="et_pb_column et_pb_column_4_4 et_pb_column_15  et_pb_css_mix_blend_mode_passthrough et-last-child">
516. <div class="et_pb_module et_pb_text et_pb_text_19  et_pb_text_align_left et_pb_bg_layout_light">
519. <div class="et_pb_text_inner"><h4>Job Title</h4>
520. <p>Succession Planner</p>
521. <p><strong>Job Location </strong>&#8211; Surat</p></div>
522. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_20  et_pb_text_align_left et_pb_bg_layout_light">
525. <div class="et_pb_text_inner"><div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
526. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
527. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
528. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
529. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
530. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
531. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
532. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
533. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
534. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
535. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
536. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
537. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold">
538. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><span class="mdl-color-text--grey-900  ng-binding">About the company</span></div>
539. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">The company is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994,  the flagship company, has now diversified into various businesses and today has presence in businesses ranging from Financial Products Distributor Network, Insurance Broking, Asset Management, NBFC, Technology, FMCG and Charitable Foundation Our rich experience in financial services, combined with executional capabilities and strong process &amp; system orientation, has enabled us to shape a rising growth trajectory in our businesses. Financial Product ranges are Mutual Fund, Insurance, PMS, FD, NPS, Loan against MF, Equity &amp; ETFs, etc. The Group is based out of Surat in Gujarat, India and has presence in 185+ locations in 23 states in India and has over 2,110+ employees and over 42.000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,42,500+ Cr. of more than 34.2+ Lacs investors. (as 15 Sep 2024)</span></div>
540. </div>
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564. <div class="et_pb_text_inner"><p><strong class="ng-scope">Job Summary</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients&#8217; wealth is transferred efficiently and in accordance with their goals, while adhering to legal, tax, and regulatory requirements. The planner will collaborate with a team of legal, tax, and financial professionals to provide clients with seamless, personalized succession planning services.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Key Responsibilities</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">1. Client Consultations: ○ Conduct in-depth consultations with High-Net-Worth Individuals (HNIs) and Ultra-HighNet-Worth Individuals (UHNIs) clients to assess their estate planning and succession needs, financial situation, and goals. ○ Educate clients on various estate planning tools and strategies, including wills, trusts, powers of attorney (POA), gift deeds, release deeds, and other legal instruments.</span><br class="ng-scope" /><span class="ng-scope">2. Estate and Succession Planning: ○ Develop and implement personalized estate plans that include comprehensive succession strategies. ○ Ensure legal compliance with local and international laws for wealth transfer,crossborder structures, and estate settlements. ○ Create and oversee trusts, charitable giving strategies, and other mechanisms for effective wealth transfer across generations.</span><br class="ng-scope" /><span class="ng-scope">3. Tax-Efficient Strategies: ○ Provide guidance on minimizing tax liabilities through efficient wealth transfer strategies, including the use of trusts, gifts, and charitable donations. ○ Stay up to date on tax laws and regulations that impact estate planning and ensure plans are optimized for tax efficiency.</span><br class="ng-scope" /><span class="ng-scope">4. Collaboration with Advisors: ○ Collaborate with external legal firms, tax advisory firms, and financial consultants to execute cross-border structures, company structures, and complex merger/demerger transactions. ○ Ensure a coordinated approach among all advisors to create cohesive and legally sound estate plans.</span><br class="ng-scope" /><span class="ng-scope">5. Client Education and Support: ○ Educate clients about the benefits and risks associated with different estate planning and succession tools. ○ Provide ongoing support, advice, and updates on estate plans, ensuring clients&#8217; needs and circumstances are continuously addressed.</span><br class="ng-scope" /><span class="ng-scope">6. Documentation and Reporting: ○ Prepare detailed reports, legal documents, and presentations to communicate estate planning strategies clearly to clients. ○ Maintain accurate internal records and update management information systems (MIS) to ensure compliance with company policies.</span><br class="ng-scope" /><span class="ng-scope">7. Regulatory Compliance: ○ Ensure all estate and succession plans meet legal and regulatory standards in all relevant jurisdictions. ○ Regularly review and update plans in light of changing laws and client circumstances.</span><br class="ng-scope" /><span class="ng-scope">8. Client Relationship Management: ○ Build and maintain long-term relationships with clients, providing personalized support tailored to their unique needs. ○ Ensure high levels of client satisfaction and trust by delivering exceptional service.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Qualifications</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">● Education: ○ Chartered Accountant (CA) from The Institute of Chartered Accountants of India (ICAI). ○ Bachelor’s or Master’s degree in Law, Finance or related fields. ○ Certification in estate planning, financial planning, or wealth management is a plus.</span><br class="ng-scope" /><span class="ng-scope">● Experience: ○ 10+ years of experience in wealth management, estate planning, or succession planning with high-net-worth clients. ○ Strong background in legal and tax advisory for estate planning and wealth transfer.</span><br class="ng-scope" /><span class="ng-scope">● Skills: ○ Expertise in estate planning tools (wills, trusts, POAs, etc.) and wealth transfer strategies. ○ Strong knowledge of tax laws, regulatory frameworks, and cross-border estate planning. ○ Excellent communication skills with the ability to explain complex concepts in a clear, client-friendly manner. ○ Strong collaboration and coordination skills, especially in working with external advisors and legal firms.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Key Competencies</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">● Client-Centric Approach</span><br class="ng-scope" /><span class="ng-scope">● Attention to Detail</span><br class="ng-scope" /><span class="ng-scope">● Strategic Thinking</span><br class="ng-scope" /><span class="ng-scope">● Problem-Solving Skills</span><br class="ng-scope" /><span class="ng-scope">● Confidentiality and Integrity</span><br class="ng-scope" /><span class="ng-scope">● Financial Acumen</span><br class="ng-scope" /><span class="ng-scope">● Relationship Building</span></p></div>
565. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_22  et_pb_text_align_left et_pb_bg_layout_light">
568. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
569. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Norms</div></div>
570. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_23  et_pb_text_align_left et_pb_bg_layout_light">
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575. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_3 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
576. </div>
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584. <p><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fcwmindia.com%2Fsuccession-planner%2F&amp;linkname=Succession%20Planner" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fcwmindia.com%2Fsuccession-planner%2F&amp;linkname=Succession%20Planner" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_linkedin" href="https://www.addtoany.com/add_to/linkedin?linkurl=https%3A%2F%2Fcwmindia.com%2Fsuccession-planner%2F&amp;linkname=Succession%20Planner" title="LinkedIn" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_pinterest" href="https://www.addtoany.com/add_to/pinterest?linkurl=https%3A%2F%2Fcwmindia.com%2Fsuccession-planner%2F&amp;linkname=Succession%20Planner" title="Pinterest" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_whatsapp" href="https://www.addtoany.com/add_to/whatsapp?linkurl=https%3A%2F%2Fcwmindia.com%2Fsuccession-planner%2F&amp;linkname=Succession%20Planner" title="WhatsApp" rel="nofollow noopener" target="_blank"></a></p><p>The post <a href="https://cwmindia.com/succession-planner/">Succession Planner</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
585. ]]></content:encoded>
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591. </item>
592. <item>
593. <title>Executive Assistant</title>
594. <link>https://cwmindia.com/executive-assistant/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=executive-assistant</link>
595. <comments>https://cwmindia.com/executive-assistant/#respond</comments>
597. <dc:creator><![CDATA[placements]]></dc:creator>
598. <pubDate>Fri, 20 Sep 2024 10:10:49 +0000</pubDate>
599. <category><![CDATA[Uncategorized]]></category>
600. <guid isPermaLink="false">https://cwmindia.com/?p=81413</guid>
601.  
602. <description><![CDATA[<p>The post <a href="https://cwmindia.com/executive-assistant/">Executive Assistant</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
603. ]]></description>
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632. <span class="et_pb_image_wrap "><img decoding="async" src="https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP.jpg" alt="" title="Finowise Freedom LLP" srcset="https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP.jpg 369w, https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP-300x111.jpg 300w" sizes="(max-width: 369px) 100vw, 369px" /></span>
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640. <div class="et_pb_text_inner"><h3>Executive Assistant</h3>
641. <h3><span style="color: #666666;font-size: 14px">Bangalore &#8211; 20/09/2024</span></h3></div>
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653. <div class="et_pb_text_inner"><h4>Job Title</h4>
654. <p>Executive Assistant</p>
655. <p><strong>Job Location </strong>&#8211; Bangalore</p></div>
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671. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><span class="mdl-color-text--grey-900  ng-binding">About <strong>Finowise Freedom LLP</strong></span></div>
672. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel.</span></div>
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697. <div class=" margin-top-16 responsive_content_image_width"><strong class="ng-scope">Job Description</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">Executive Assistant to CEO &#8211; Financial Planning Organization</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">Position Title: Executive Assistant to CEO</span><br class="ng-scope" /><span class="ng-scope">Reports To: CEO</span><br class="ng-scope" /><span class="ng-scope">Employment Type: Full-time</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Position Overview</strong><span class="ng-scope">: We are seeking a highly organized and proactive Executive Assistant to support the CEO of our dynamic financial planning organization. The ideal candidate will have exceptional communication skills, strong attention to detail, and the ability to manage multiple priorities. This role requires someone who can handle confidential information with integrity, work efficiently in a fast-paced environment, and provide high-level administrative support to ensure smooth day-to-day operations.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Key Responsibilities</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">• Administrative Support:</span><br class="ng-scope" /><span class="ng-scope">o Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.</span><br class="ng-scope" /><span class="ng-scope">o Screen and prioritize emails, calls, and correspondence on behalf of the CEO.</span><br class="ng-scope" /><span class="ng-scope">o Prepare and organize documents for meetings, presentations, and reports.</span><br class="ng-scope" /><span class="ng-scope">o Handle expense reports, billing, and other financial documentation as needed.</span><br class="ng-scope" /><span class="ng-scope">o Provide office management and organization support to maintain a professional and productive work environment.</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">• Communication &amp; Coordination:</span><br class="ng-scope" /><span class="ng-scope">o Serve as the primary point of contact between the CEO and internal/external stakeholders.</span><br class="ng-scope" /><span class="ng-scope">o Draft and edit emails, letters, presentations, and other communications on behalf of the CEO.</span><br class="ng-scope" /><span class="ng-scope">o Coordinate meetings, including board meetings, client presentations, and company-wide events.</span><br class="ng-scope" /><span class="ng-scope">o Liaise with department heads and team members to ensure alignment on priorities and deadlines.</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">• Confidentiality &amp; Discretion:</span><br class="ng-scope" /><span class="ng-scope">o Maintain strict confidentiality with sensitive and proprietary information.</span><br class="ng-scope" /><span class="ng-scope">o Act as a trusted advisor and confidant to the CEO, providing support with both professional and personal tasks.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Qualifications</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">• Bachelor’s degree in Business Administration, Finance, or related field preferred.</span><br class="ng-scope" /><span class="ng-scope">• Minimum of 5 years’ experience as an Executive Assistant, preferably in a financial services or corporate environment. • Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office software.</span><br class="ng-scope" /><span class="ng-scope">• Excellent verbal and written communication skills.</span><br class="ng-scope" /><span class="ng-scope">• Proven ability to manage multiple tasks, prioritize workload, and meet deadlines.</span><br class="ng-scope" /><span class="ng-scope">• High degree of professionalism, integrity, and discretion in handling confidential information.</span><br class="ng-scope" /><span class="ng-scope">• Ability to work independently and anticipate the needs of the CEO.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Preferred Skills</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">• Experience working within the financial planning or financial services industry. (3 to 5 yrs)</span><br class="ng-scope" /><span class="ng-scope">• Familiarity with CRM and project management software.</span><br class="ng-scope" /><span class="ng-scope">• Strong analytical skills and attention to detail.</span><br class="ng-scope" /><span class="ng-scope">• Ability to adapt to shifting priorities and work well under pressure.</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">Why Join Us? At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel. As the Executive Assistant to the CEO, you will have the opportunity to make a significant impact on the organization while working alongside a visionary leader in the financial planning industry.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Remuneration</strong><span class="ng-scope">: As per Industry Standard</span></div>
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702. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
703. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Norms</div></div>
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709. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_4 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
710. </div>
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718. <p><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fcwmindia.com%2Fexecutive-assistant%2F&amp;linkname=Executive%20Assistant" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fcwmindia.com%2Fexecutive-assistant%2F&amp;linkname=Executive%20Assistant" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_linkedin" href="https://www.addtoany.com/add_to/linkedin?linkurl=https%3A%2F%2Fcwmindia.com%2Fexecutive-assistant%2F&amp;linkname=Executive%20Assistant" title="LinkedIn" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_pinterest" href="https://www.addtoany.com/add_to/pinterest?linkurl=https%3A%2F%2Fcwmindia.com%2Fexecutive-assistant%2F&amp;linkname=Executive%20Assistant" title="Pinterest" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_whatsapp" href="https://www.addtoany.com/add_to/whatsapp?linkurl=https%3A%2F%2Fcwmindia.com%2Fexecutive-assistant%2F&amp;linkname=Executive%20Assistant" title="WhatsApp" rel="nofollow noopener" target="_blank"></a></p><p>The post <a href="https://cwmindia.com/executive-assistant/">Executive Assistant</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
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725. </item>
726. <item>
727. <title>Operations Executive</title>
728. <link>https://cwmindia.com/operations-executive-2/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=operations-executive-2</link>
729. <comments>https://cwmindia.com/operations-executive-2/#respond</comments>
731. <dc:creator><![CDATA[placements]]></dc:creator>
732. <pubDate>Fri, 20 Sep 2024 08:07:07 +0000</pubDate>
733. <category><![CDATA[Uncategorized]]></category>
734. <guid isPermaLink="false">https://cwmindia.com/?p=81394</guid>
735.  
736. <description><![CDATA[<p>The post <a href="https://cwmindia.com/operations-executive-2/">Operations Executive</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
737. ]]></description>
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766. <span class="et_pb_image_wrap "><img decoding="async" src="https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP.jpg" alt="" title="Finowise Freedom LLP" srcset="https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP.jpg 369w, https://cwmindia.com/wp-content/uploads/2024/09/Finowise-Freedom-LLP-300x111.jpg 300w" sizes="(max-width: 369px) 100vw, 369px" /></span>
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771. <div class="et_pb_module et_pb_text et_pb_text_30  et_pb_text_align_left et_pb_bg_layout_light">
774. <div class="et_pb_text_inner"><h3>Operations Executive</h3>
775. <h3><span style="color: #666666;font-size: 14px">Bangalore &#8211; 20/09/2024</span></h3></div>
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787. <div class="et_pb_text_inner"><h4>Job Title</h4>
788. <p>Operations Executive</p>
789. <p><strong>Job Location </strong>&#8211; Bangalore</p></div>
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803. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
804. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
805. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><span class="mdl-color-text--grey-900  ng-binding">About <strong>Finowise Freedom LLP</strong></span></div>
806. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">At Finowise Freedom LLP, we pride ourselves on fostering a collaborative and inclusive work environment where all team members are empowered to excel.</span></div>
807. </div>
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811. </div>
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815. <div>
816. <div class="org-about-module__description"> </div>
817. </div>
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819. <footer class="artdeco-card__actions"></footer>
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830. <div class="et_pb_text_inner"><p><span class="font-16 line-height-22 mdl-color-text--grey-900  mdl-typography--font-bold"><span class="ng-binding ng-scope">Job Description</span></span></p>
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832. <div class=" margin-top-16 responsive_content_image_width"><strong class="ng-scope">Job Profile</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds, Equity Broking and For Life, Health and Accidental Insurance</span><br class="ng-scope" /><span class="ng-scope">2. KYC Completion of Clients,</span><br class="ng-scope" /><span class="ng-scope">3. Client Data Gathering and Completion of Risk Profiling.</span><br class="ng-scope" /><span class="ng-scope">4. Completion of the Mutual Fund Account and Equity Broking Account Opening Forms, Insurance Proposal Forms</span><br class="ng-scope" /><span class="ng-scope">5. Submission of Forms to Cams, Karvy, Respective AMCs, and Insurance Companies</span><br class="ng-scope" /><span class="ng-scope">6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals</span><br class="ng-scope" /><span class="ng-scope">7. Be able to carry on transaction online through Various different platforms etc through the BSE Star MF &amp; NSE</span><br class="ng-scope" /><span class="ng-scope">8. Should be able to work and update the Data on Red vision/ Invest well Software etc</span><br class="ng-scope" /><span class="ng-scope">9. Checking if the feed is Updated and Data Reconciliation and Data Management.</span><br class="ng-scope" /><span class="ng-scope">10. Check the Clients Investments and Check whether Clients’ portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior.</span><br class="ng-scope" /><span class="ng-scope">11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.</span><br class="ng-scope" /><span class="ng-scope">12. Be able to do portfolio review of the Investments of the Client.</span><br class="ng-scope" /><span class="ng-scope">13. Be able to generate various kinds of reports and to send to the client regularly.</span><br class="ng-scope" /><span class="ng-scope">14. Filing of Copies of the Documents to Respective Client Files</span><br class="ng-scope" /><span class="ng-scope">15. FIND THE NEW OPPORTUNITIES FOR THE NEW BUSINESS</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Preferred Qualifications</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">Graduate – B Com, BFM, BBM, BFA, BFI, BBI, BMS</span><br class="ng-scope" /><span class="ng-scope">Required Knowledge:</span><br class="ng-scope" /><span class="ng-scope">➢ Computer Knowledge &#8211; Word, Excel, Power Point,</span><br class="ng-scope" /><span class="ng-scope">➢ Financial Markets Knowledge and</span><br class="ng-scope" /><span class="ng-scope">➢ Insurance and investment Products Knowledge</span><br class="ng-scope" /><span class="ng-scope">➢ Tax Knowledge etc.</span><br class="ng-scope" /><span class="ng-scope">➢ Basics of Economics’</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Knowledge Required Skills</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">➢ Fluency in English &amp; Hindi Speaking, Reading and Writing</span><br class="ng-scope" /><span class="ng-scope">➢ Persuasion skills</span><br class="ng-scope" /><span class="ng-scope">➢ Rapport building skills</span><br class="ng-scope" /><span class="ng-scope">➢ Telephone etiquette</span><br class="ng-scope" /><span class="ng-scope">➢ Listening skills</span><br class="ng-scope" /><span class="ng-scope">➢ Questioning skills</span><br class="ng-scope" /><span class="ng-scope">➢ Social Media Marketing Skills</span><br class="ng-scope" /><span class="ng-scope">➢ Emailing Skills</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Special Traits, Qualities and Motives</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">• Good Communications Skills</span><br class="ng-scope" /><span class="ng-scope">• Self-Discipline</span><br class="ng-scope" /><span class="ng-scope">• Punctuality</span><br class="ng-scope" /><span class="ng-scope">• Growing Mindset</span><br class="ng-scope" /><span class="ng-scope">• Open for Feed back</span><br class="ng-scope" /><br class="ng-scope" /><span class="ng-scope">Preferred AGE : between 25 to 29 Years</span><br class="ng-scope" /><span class="ng-scope">Gender : Male or Female</span><br class="ng-scope" /><span class="ng-scope">Remunerations: As per the Industry Standards</span><br class="ng-scope" /><span class="ng-scope">Experience: 3 to 5 years</span></div>
833. </div></div>
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837. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
838. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Norms</div></div>
839. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_35  et_pb_text_align_left et_pb_bg_layout_light">
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844. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_5 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
845. </div>
846. </div> <!-- .et_pb_column -->
849. </div> <!-- .et_pb_row -->
852. </div> <!-- .et_pb_section --></p>
853. <p><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fcwmindia.com%2Foperations-executive-2%2F&amp;linkname=Operations%20Executive" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fcwmindia.com%2Foperations-executive-2%2F&amp;linkname=Operations%20Executive" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_linkedin" href="https://www.addtoany.com/add_to/linkedin?linkurl=https%3A%2F%2Fcwmindia.com%2Foperations-executive-2%2F&amp;linkname=Operations%20Executive" title="LinkedIn" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_pinterest" href="https://www.addtoany.com/add_to/pinterest?linkurl=https%3A%2F%2Fcwmindia.com%2Foperations-executive-2%2F&amp;linkname=Operations%20Executive" title="Pinterest" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_whatsapp" href="https://www.addtoany.com/add_to/whatsapp?linkurl=https%3A%2F%2Fcwmindia.com%2Foperations-executive-2%2F&amp;linkname=Operations%20Executive" title="WhatsApp" rel="nofollow noopener" target="_blank"></a></p><p>The post <a href="https://cwmindia.com/operations-executive-2/">Operations Executive</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
854. ]]></content:encoded>
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857. <slash:comments>0</slash:comments>
860. </item>
861. <item>
862. <title>Relationship Manager &#8211; Wealth</title>
863. <link>https://cwmindia.com/relationship-manager-wealth-2/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=relationship-manager-wealth-2</link>
864. <comments>https://cwmindia.com/relationship-manager-wealth-2/#respond</comments>
866. <dc:creator><![CDATA[placements]]></dc:creator>
867. <pubDate>Wed, 18 Sep 2024 11:45:02 +0000</pubDate>
868. <category><![CDATA[Uncategorized]]></category>
869. <guid isPermaLink="false">https://cwmindia.com/?p=81342</guid>
870.  
871. <description><![CDATA[<p>The post <a href="https://cwmindia.com/relationship-manager-wealth-2/">Relationship Manager &#8211; Wealth</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
872. ]]></description>
873. <content:encoded><![CDATA[<p><div class="et_pb_section et_pb_section_12 et_section_regular" >
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909. <div class="et_pb_text_inner"><h3>Relationship Manager &#8211; Wealth</h3>
910. <h3><span style="color: #666666;font-size: 14px">Mumbai &#8211; 18/09/2024</span></h3></div>
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922. <div class="et_pb_text_inner"><h4>Job Title</h4>
923. <p>Relationship Manager &#8211; Wealth</p>
924. <p><strong>Job Location </strong>&#8211; Mumbai</p></div>
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931. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
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937. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
938. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
939. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><span class="mdl-color-text--grey-900  ng-binding">About <strong>PRATHAM SERVICES FINCORP LLP</strong></span></div>
940. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">Choosing trusted and knowledgeable professionals for your wealth management is one of the most important investment decisions you&#8217;ll make. Well, we are not just your wealth managers but your well wishers too. We guide you to the path of correct decisions that suit you, your family life, as well as your business. We don’t believe in selling, we believe in educating people about the benefits of taking various monetary decisions that secure your future. With two partners on board, Pratham Services Fincorp LLP has collectively 55 years of experience of insuring your happiness and you can totally trust us for a secured future.</span></div>
941. </div>
942. </div>
943. </div>
944. </div>
945. </div>
946. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light">
947. <div class="org-about-module-wrapper org-about-module__card-spacing" data-artdeco-is-focused="true">
948. <div>
949. <div class="org-about-module__description"> </div>
950. </div>
951. </div>
952. <footer class="artdeco-card__actions"></footer>
953. </div>
954. </div>
955. </div>
956. </div>
957. </div>
958. </div>
959. </div></div>
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964. <div class=" margin-top-16 responsive_content_image_width"><span class="font-16 line-height-22 mdl-color-text--grey-900  mdl-typography--font-bold"><span class="ng-binding ng-scope">Job Description</span></span></p>
965. <div class="font-16 mdl-typography--font-light mdl-color-text--grey-600">
966. <div class=" margin-top-16 responsive_content_image_width"><strong class="ng-scope">Responsibilities:</strong></p>
967. <ol class="ng-scope">
968. <li><strong>Client Onboarding and Hand-Holding</strong>:
969. <ul>
970. <li>Facilitate the smooth onboarding process for new clients.</li>
971. <li>Provide personalized guidance to clients during their initial interactions with the firm.</li>
972. <li>Ensure clients understand the services offered and their investment options.</li>
973. <li>Write Down Minutes of Meeting, Execution and planning in Excel work sheet.</li>
974. </ul>
975. </li>
976. <li><strong>Relationship Building</strong>:
977. <ul>
978. <li>Cultivate strong relationships with existing clients.</li>
979. <li>Regularly engage with clients to understand their financial goals, risk tolerance, and investment preferences.</li>
980. <li>Act as a trusted advisor, addressing any concerns or queries promptly.</li>
981. </ul>
982. </li>
983. <li><strong>Existing Engagement Management</strong>:
984. <ul>
985. <li>Proactively manage existing client portfolios.</li>
986. <li>Regularly review investment performance and provide updates to clients.</li>
987. <li>Address any issues related to account maintenance, transactions, or documentation.</li>
988. </ul>
989. </li>
990. <li><strong>Analysis and Recommendations</strong>:
991. <ul>
992. <li>Analyze clients’ existing engagements and financial situations.</li>
993. <li>Evaluate their investment portfolios in terms of risk, diversification, and alignment with their goals.</li>
994. <li>Make personalized recommendations for optimizing their wealth management strategies.</li>
995. </ul>
996. </li>
997. <li><strong>Service Upgrades and Cross-Selling</strong>:
998. <ul>
999. <li>Identify opportunities to enhance clients’ financial well-being.</li>
1000. <li>Propose upgrades to existing services, such as portfolio diversification, tax planning, or estate planning.</li>
1001. <li>Cross-sell additional services that align with clients’ needs, such as insurance, retirement planning, or wealth preservation.</li>
1002. </ul>
1003. </li>
1004. </ol>
1005. <p><strong class="ng-scope">Qualifications:</strong></p>
1006. <ul class="ng-scope">
1007. <li><strong>Education</strong>: Bachelor’s degree in Finance, Economics, Business, or a related field.</li>
1008. <li><strong>Experience</strong>: Minimum of 1 years of experience in wealth management or financial advisory roles.</li>
1009. <li><strong>Certifications</strong>: Relevant certifications (e.g., CWM, NISM advisory) are advantageous.</li>
1010. <li><strong>Skills</strong>:
1011. <ul>
1012. <li>Excellent interpersonal and communication skills.</li>
1013. <li>Strong analytical abilities.</li>
1014. <li>Proficiency in financial software and tools.</li>
1015. <li>Client-centric mindset.</li>
1016. <li>Ability to work collaboratively with other team members.</li>
1017. </ul>
1018. </li>
1019. </ul>
1020. </div>
1021. </div>
1022. </div>
1023. </div></div>
1024. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_40  et_pb_text_align_left et_pb_bg_layout_light">
1027. <div class="et_pb_text_inner"><p><strong><span class="mdl-color-text--grey-900 m-b-20 mdl-typography--font-medium ng-binding">Salary</span></strong></p>
1028. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Norms</div></div>
1029. </div> <!-- .et_pb_text --><div class="et_pb_module et_pb_text et_pb_text_41  et_pb_text_align_left et_pb_bg_layout_light">
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1034. <a class="et_pb_button et_pb_custom_button_icon et_pb_button_6 et_animated et_pb_bg_layout_dark" href="https://cwmindia.com/apply-now/" data-icon="&#x24;">I&#039;m Interested to Apply</a>
1035. </div>
1036. </div> <!-- .et_pb_column -->
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1042. </div> <!-- .et_pb_section --></p>
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1051. <item>
1052. <title>The Strategic Benefits of Naming an HUF as a Beneficiary in a Private Trust</title>
1053. <link>https://cwmindia.com/benefits-of-naming-an-huf-as-a-beneficiary-in-private-trust/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=benefits-of-naming-an-huf-as-a-beneficiary-in-private-trust</link>
1054. <comments>https://cwmindia.com/benefits-of-naming-an-huf-as-a-beneficiary-in-private-trust/#respond</comments>
1056. <dc:creator><![CDATA[Samad Abbas]]></dc:creator>
1057. <pubDate>Tue, 17 Sep 2024 10:12:52 +0000</pubDate>
1058. <category><![CDATA[Blog]]></category>
1059. <guid isPermaLink="false">https://cwmindia.com/?p=81127</guid>
1060.  
1061. <description><![CDATA[<p>&#160; Discover how using a Private Trust to distribute income to Hindu Undivided Families (HUFs) can optimize tax efficiency, ensure seamless succession, and protect family wealth across generations. In the complex world of wealth management and estate planning, choosing the right structure to manage and protect family assets can feel overwhelming. In India, two primary [&#8230;]</p>
1062. <p>The post <a href="https://cwmindia.com/benefits-of-naming-an-huf-as-a-beneficiary-in-private-trust/">The Strategic Benefits of Naming an HUF as a Beneficiary in a Private Trust</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
1063. ]]></description>
1064. <content:encoded><![CDATA[<p>&nbsp;</p>
1065. <p><em>Discover how using a Private Trust to distribute income to Hindu Undivided Families (HUFs) can optimize tax efficiency, ensure seamless succession, and protect family wealth across generations. </em></p>
1066. <p>In the complex world of wealth management and estate planning, choosing the right structure to manage and protect family assets can feel overwhelming. In India, two primary structures have traditionally been used: the Hindu Undivided Family (HUF) and the Private Trust. While each has its strengths, combining the HUF and private trust by naming the HUF as one of the beneficiaries in a trust offers a smart and flexible solution that aligns with modern family dynamics and the evolving legal landscape.</p>
1067. <p>This article will guide you through why naming an HUF as a beneficiary in a private trust could be the ideal choice for your family’s long-term wealth management. We&#8217;ll break down the benefits in simple terms, offer real-life examples, and touch on the challenges you need to consider.</p>
1068. <h4><strong>What is an HUF and a Private Trust?</strong></h4>
1069. <p>Before we dive into the benefits, let’s quickly revisit what we’re talking about.</p>
1070. <ul>
1071. <li><strong>HUF (Hindu Undivided Family)</strong>: Under Hindu law, an HUF is a family unit consisting of lineal descendants, including daughters post the 2005 amendment to the Hindu Succession Act. An HUF is a distinct legal entity, treated as a separate taxable entity under Indian tax law.</li>
1072. <li><strong>Private Trust</strong>: A private trust is a legal arrangement where the settlor transfers assets to trustees, who manage those assets for the benefit of beneficiaries according to specific terms. Trusts offer flexibility and control in managing family wealth, shielding assets from liabilities, and ensuring efficient wealth transfer.</li>
1073. </ul>
1074. <p style="text-align: center;"> <a class="paoc-popup-click paoc-popup-cust-59393 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Enquire now for CWM Program</a>
1075.     <a class="paoc-popup-click paoc-popup-cust-59416 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Download CWM Brochure</a>
1076. </p>
1077. <h4><strong>Why Name an HUF as a Beneficiary in a Private Trust?</strong></h4>
1078. <p>Now that we’re clear on the basics, let’s explore the <strong>top benefits</strong> of naming an HUF as a beneficiary in a private trust.</p>
1079. <ol>
1080. <li><strong> Tax Efficiency: Maximize Tax Benefits While Reducing Liabilities</strong></li>
1081. </ol>
1082. <p>In India, taxes are a crucial consideration when managing family wealth. One of the biggest advantages of the HUF structure is its ability to act as a separate taxable entity, offering an additional tax slab. By naming an HUF as a beneficiary in a private trust, you enhance tax efficiency.</p>
1083. <ul>
1084. <li><strong>How Does It Work?</strong> When a private trust distributes income or assets to the HUF, the income is taxed in the hands of the HUF under its own tax bracket, which can reduce the overall tax burden for the family. Since HUFs benefit from separate tax slabs, families can save on taxes without individual members having to face higher tax rates.</li>
1085. <li><strong>Example</strong>: Imagine a family where multiple members are in the highest tax bracket. By naming the HUF as a beneficiary in a private trust, the trust can distribute income to the HUF, which is taxed at a lower rate. This reduces the tax burden on individual family members while still benefiting the family collectively.</li>
1086. </ul>
1087. <ol start="2">
1088. <li><strong> Streamlined Succession Planning: Ensuring Generational Wealth Transfer</strong></li>
1089. </ol>
1090. <p>One of the key functions of a private trust is to plan for wealth transfer across generations. Naming the HUF as a beneficiary simplifies this process by providing a collective entity to receive and manage family assets.</p>
1091. <ul>
1092. <li><strong>Collective Ownership</strong>: Instead of naming multiple family members as beneficiaries (which can complicate estate management), naming the HUF ensures that wealth is transferred to the family as a unit. This avoids the risk of assets being fragmented across multiple individual beneficiaries.</li>
1093. <li><strong>Simplified Succession</strong>: The HUF structure naturally supports succession, as it operates under the rules of Hindu law. Upon the death of a family member, their coparcenary interest (share in the HUF) passes to the next generation seamlessly. By placing assets in a private trust with the HUF as a beneficiary, families can ensure that wealth transitions smoothly across generations without legal disputes.</li>
1094. <li><strong>Example</strong>: Suppose a wealthy family with significant real estate assets creates a private trust and names the HUF as a beneficiary. Upon the death of the head of the family (the karta), the real estate remains under the HUF’s control, and ownership smoothly transfers to the next generation of coparceners without individual fragmentation.</li>
1095. </ul>
1096. <ol start="3">
1097. <li><strong> Asset Protection: Shielding Family Wealth from Liabilities</strong></li>
1098. </ol>
1099. <p>Protecting family wealth from external risks such as creditors or personal liabilities is a major concern for many families. A trust, combined with the HUF structure, provides a powerful solution to this problem.</p>
1100. <ul>
1101. <li><strong>Protection from Creditors</strong>: Assets distributed to an HUF are protected from individual members&#8217; personal liabilities. If any family member faces financial difficulties or legal claims, the family assets held under the trust or HUF are insulated from those claims.</li>
1102. <li><strong>Preventing Forced Partition</strong>: One common issue in HUFs is the risk of partition, where any coparcener can demand their share of the HUF’s assets. By holding the assets in a private trust, this risk is mitigated, as the trustees control the distribution of assets based on predefined conditions.</li>
1103. <li><strong>Example</strong>: If a family member involved in a risky business venture gets into financial trouble, the assets held in the HUF as part of the private trust are protected from seizure by creditors. The trustees can ensure that these assets remain safe for future generations.</li>
1104. </ul>
1105. <ol start="4">
1106. <li><strong> Flexibility in Asset Distribution: Tailor-Made for Modern Families</strong></li>
1107. </ol>
1108. <p>One of the greatest advantages of a private trust is the flexibility it offers in managing family wealth. By naming an HUF as a beneficiary, families can benefit from this flexibility while retaining the collective management style of the HUF.</p>
1109. <ul>
1110. <li><strong>Custom Conditions</strong>: The settlor (creator of the trust) can define specific conditions for asset management and distribution. For example, they could specify that certain assets can only be distributed once children reach a certain age or achieve a particular milestone (like completing their education).</li>
1111. <li><strong>Control Over Asset Usage</strong>: The private trust can ensure that family assets are used in a way that aligns with the family’s long-term goals and values. This flexibility allows for careful asset management while catering to the needs of individual family members.</li>
1112. <li><strong>Example</strong>: In a family where children are pursuing higher education abroad, a private trust could specify that part of the income from the family business held by the HUF will be used to fund the education expenses of the younger generation, while ensuring that the family business stays intact.</li>
1113. </ul>
1114. <ol start="5">
1115. <li><strong> Cost-Effective Succession Management: Preserving Wealth Across Generations</strong></li>
1116. </ol>
1117. <p>A major concern for families is ensuring that the wealth they have built over generations is preserved and protected for future generations. By using a private trust and making the HUF a beneficiary, families can ensure long-term asset protection.</p>
1118. <ul>
1119. <li><strong>Reduced Complexity</strong>: With a private trust managing assets on behalf of the HUF, the family avoids complicated legal proceedings during the distribution of wealth. The trust ensures that the assets are managed efficiently, following the family’s values and needs across multiple generations.</li>
1120. <li><strong>Preservation of Family Business</strong>: For families running businesses, naming the HUF as a beneficiary can ensure that the business remains under family control, avoiding fragmentation due to inheritance or succession laws.</li>
1121. </ul>
1122. <ol start="6">
1123. <li><strong> Mitigation of Potential Estate Taxes and Insolvency Laws</strong></li>
1124. </ol>
1125. <p>Although India currently does not have an estate tax, there are discussions about its possible reintroduction in the future. By naming an HUF as a beneficiary in a private trust, families can shield their assets from future tax implications.</p>
1126. <ul>
1127. <li><strong>Estate Tax Protection</strong>: If estate taxes are introduced in India, holding assets in a private trust and distributing income to the HUF can minimize the tax impact on the family’s wealth.</li>
1128. <li><strong>Insolvency Law Shielding</strong>: In case of financial insolvency or bankruptcy, assets held in a private trust and distributed to the HUF are generally protected from creditors, ensuring the wealth stays within the family.</li>
1129. </ul>
1130. <p style="text-align: center;"> <a class="paoc-popup-click paoc-popup-cust-59393 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Enquire now for CWM Program</a>
1131.     <a class="paoc-popup-click paoc-popup-cust-59416 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Download CWM Brochure</a>
1132. </p>
1133. <h4><strong>Challenges and Considerations</strong></h4>
1134. <p>While there are significant benefits to naming an HUF as a beneficiary in a private trust, families must consider a few key points:</p>
1135. <ul>
1136. <li><strong>Cost of Setup and Maintenance</strong>: Setting up and maintaining a private trust, particularly one with an HUF as a beneficiary, involves legal, administrative, and accounting costs. It’s essential to weigh these costs against the benefits of asset protection and tax efficiency.</li>
1137. <li><strong>Choosing the Right Trustees</strong>: Since trustees will have control over the assets in the trust, choosing the right individuals or professionals as trustees is crucial. Trustees must act in the best interest of the family and follow the settlor’s instructions.</li>
1138. <li><strong>Legal Compliance</strong>: The trust structure needs to comply with various legal and tax regulations, including the Indian Trusts Act, 1882, and the Income Tax Act, 1961. Consulting with a legal expert is essential to ensure everything is in order.</li>
1139. </ul>
1140. <h4 style="text-align: center;"><strong><u>Advantages And Disadvantages Of Naming An HUF As A Beneficiary In A Private Trust:</u></strong></h4>
1141. <table>
1142. <tbody>
1143. <tr>
1144. <td><strong>Aspect</strong></td>
1145. <td><strong>Advantages</strong></td>
1146. <td><strong>Disadvantages</strong></td>
1147. </tr>
1148. <tr>
1149. <td><strong>Tax Efficiency</strong></td>
1150. <td>&#8211; Separate taxable entity, benefiting from different tax slabs.</td>
1151. <td>&#8211; Potential complexities in managing multiple tax returns (for both the trust and the HUF).</td>
1152. </tr>
1153. <tr>
1154. <td></td>
1155. <td>&#8211; Trust can distribute income to HUF, reducing the tax burden for individual members.</td>
1156. <td>&#8211; If poorly structured, there may be challenges in claiming tax exemptions or benefits.</td>
1157. </tr>
1158. <tr>
1159. <td><strong>Succession Planning</strong></td>
1160. <td>&#8211; Simplifies generational wealth transfer by consolidating assets under a single entity (HUF).</td>
1161. <td>&#8211; Requires careful planning to ensure alignment between the trust&#8217;s terms and the legal succession rights.</td>
1162. </tr>
1163. <tr>
1164. <td></td>
1165. <td>&#8211; Seamless transition of wealth across generations, avoiding fragmentation of assets.</td>
1166. <td>&#8211; Complex legal procedures may arise during restructuring or partitioning of the HUF.</td>
1167. </tr>
1168. <tr>
1169. <td><strong>Asset Protection</strong></td>
1170. <td>&#8211; Assets held in trust and distributed to HUF are protected from individual members&#8217; liabilities.</td>
1171. <td>&#8211; In some cases, coparceners can demand partition, which could lead to disputes if not properly managed.</td>
1172. </tr>
1173. <tr>
1174. <td></td>
1175. <td>&#8211; Helps avoid forced partition and shields family wealth from creditors.</td>
1176. <td>&#8211; May create challenges if not all family members agree on asset management within the trust.</td>
1177. </tr>
1178. <tr>
1179. <td><strong>Flexibility in Distribution</strong></td>
1180. <td>&#8211; Trusts allow for custom conditions on how assets are distributed and used by the HUF.</td>
1181. <td>&#8211; Ongoing management of the trust can become complex if conditions are too rigid or impractical.</td>
1182. </tr>
1183. <tr>
1184. <td></td>
1185. <td>&#8211; Trust structure ensures control over asset distribution to meet family needs and values.</td>
1186. <td>&#8211; May limit immediate access to assets for individual members due to trust restrictions.</td>
1187. </tr>
1188. <tr>
1189. <td><strong>Preservation of Family Wealth</strong></td>
1190. <td>&#8211; Long-term protection of family wealth and assets through structured trust management.</td>
1191. <td>&#8211; Setup and maintenance costs for trusts can be significant, especially for larger estates or complex assets.</td>
1192. </tr>
1193. <tr>
1194. <td></td>
1195. <td>&#8211; Helps avoid the fragmentation of family businesses or real estate over generations.</td>
1196. <td>&#8211; The trust structure may become too rigid if not regularly reviewed and updated according to changing needs.</td>
1197. </tr>
1198. <tr>
1199. <td><strong>Mitigation of Estate Tax</strong></td>
1200. <td>&#8211; Offers potential shielding from future estate taxes if introduced in India.</td>
1201. <td>&#8211; Does not completely eliminate tax risks if estate tax laws change unpredictably.</td>
1202. </tr>
1203. <tr>
1204. <td></td>
1205. <td>&#8211; Trust and HUF provide legal mechanisms to avoid direct inheritance taxes.</td>
1206. <td>&#8211; Some tax benefits of HUF may diminish over time due to changing tax laws.</td>
1207. </tr>
1208. <tr>
1209. <td><strong>Simplification of Family Assets</strong></td>
1210. <td>&#8211; Consolidates family assets under a single entity, reducing management complexity.</td>
1211. <td>&#8211; Managing large or diverse assets under a single HUF entity can become challenging as the family grows.</td>
1212. </tr>
1213. <tr>
1214. <td></td>
1215. <td>&#8211; Easier management of wealth through trustees with clear instructions.</td>
1216. <td>&#8211; Conflicts can arise if trustees do not act in alignment with the interests of all HUF members.</td>
1217. </tr>
1218. <tr>
1219. <td><strong>Legal Compliance</strong></td>
1220. <td>&#8211; Structured within the framework of Indian trust and tax laws, providing legal clarity.</td>
1221. <td>&#8211; Requires careful legal and regulatory compliance, especially when dealing with cross-border family members.</td>
1222. </tr>
1223. <tr>
1224. <td><strong>Dispute Resolution</strong></td>
1225. <td>&#8211; Trust-managed assets help avoid internal family disputes over individual asset ownership.</td>
1226. <td>&#8211; Disagreements may still arise among coparceners or beneficiaries regarding trust decisions.</td>
1227. </tr>
1228. <tr>
1229. <td><strong>Inheritance Flexibility</strong></td>
1230. <td>&#8211; Provides flexibility to distribute assets based on family values and preferences (e.g., education, milestones).</td>
1231. <td>&#8211; Complex legal documents are required to ensure both HUF and trust goals are aligned with inheritance laws.</td>
1232. </tr>
1233. </tbody>
1234. </table>
1235. <p style="text-align: center;"> <a class="paoc-popup-click paoc-popup-cust-59393 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Enquire now for CWM Program</a>
1236.     <a class="paoc-popup-click paoc-popup-cust-59416 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Download CWM Brochure</a>
1237. </p>
1238. <h4><strong>Conclusion: A Thoughtful Approach to Family Wealth Planning</strong></h4>
1239. <p>The combination of an HUF and a private trust offers the best of both worlds: tax efficiency, asset protection, flexibility, and streamlined succession planning. While naming an HUF as a beneficiary in a private trust can provide numerous benefits, it’s essential to approach this decision thoughtfully, considering the unique needs and dynamics of your family.</p>
1240. <p>In an era where families are becoming more complex and global, the synergy between a private trust and an HUF offers a future-proof solution that ensures wealth is protected and preserved across generations. As always, consulting with financial and legal experts is crucial to making the right choice for your family’s long-term wealth management strategy.</p>
1241. <h4><strong>Detailed Example: Private Trust Holding Assets and Distributing Income to Multiple HUFs</strong></h4>
1242. <p><strong>Scenario:<br />
1243. </strong>Let’s take the case of <strong>Mr. Rajesh</strong>, a successful business owner with significant assets. He has two sons, <strong>Amit</strong> and <strong>Rahul</strong>. For the purpose of long-term wealth management, tax efficiency, and ensuring smooth succession, Mr. Rajesh decides to set up a <strong>Private Trust</strong> to hold the family’s wealth and distribute income to the beneficiaries, including three HUFs:</p>
1244. <ol>
1245. <li><strong>Rajesh HUF</strong> (consisting of Mr. Rajesh, his wife, and his sons, Amit and Rahul as coparceners)</li>
1246. <li><strong>Amit HUF</strong> (consisting of Amit, his wife, and his children)</li>
1247. <li><strong>Rahul HUF</strong> (consisting of Rahul, his wife, and his children)</li>
1248. </ol>
1249. <p><strong>Step-by-Step Breakdown of the Example</strong></p>
1250. <ol>
1251. <li><strong> Creation of the Private Trust</strong></li>
1252. </ol>
1253. <p>Mr. Rajesh creates a <strong>Private Family Trust</strong> with the following key objectives:</p>
1254. <ul>
1255. <li><strong>Hold and manage family assets</strong>: This includes business shares, real estate, and financial investments.</li>
1256. <li><strong>Distribute income</strong>: Each financial year, the income generated from the assets held in the trust will be distributed among the beneficiaries, which include the three HUFs.</li>
1257. <li><strong>Ensure asset protection and succession planning</strong>: The assets remain under trust control, and only the income is distributed, ensuring protection from liabilities and legal disputes.</li>
1258. <li><strong>Settlor</strong>: Mr. Rajesh.</li>
1259. <li><strong>Trustees</strong>: Appointed professional trustees (with Mr. Rajesh and his wife as co-trustees for added family control).</li>
1260. <li><strong>Beneficiaries</strong>:
1261. <ul>
1262. <li>Rajesh HUF</li>
1263. <li>Amit HUF</li>
1264. <li>Rahul HUF</li>
1265. </ul>
1266. </li>
1267. </ul>
1268. <ol start="2">
1269. <li><strong> Assets Held by the Trust</strong></li>
1270. </ol>
1271. <p>The Private Trust holds significant family assets, including:</p>
1272. <ul>
1273. <li><strong>Business Ownership</strong>: Mr. Rajesh’s equity stake in his family business, which generates substantial yearly profits.</li>
1274. <li><strong>Real Estate</strong>: Several properties, both residential and commercial, that produce rental income.</li>
1275. <li><strong>Financial Investments</strong>: A portfolio of stocks, bonds, and mutual funds.</li>
1276. </ul>
1277. <ol start="3">
1278. <li><strong> Annual Income Generated by the Trust</strong></li>
1279. </ol>
1280. <p>Each financial year, the trust generates the following <strong>income</strong> from its assets:</p>
1281. <ul>
1282. <li><strong>Business Profits</strong>: ₹30,00,000 per year.</li>
1283. <li><strong>Rental Income</strong>: ₹20,00,000 per year from properties.</li>
1284. <li><strong>Investment Returns</strong>: ₹10,00,000 per year from financial investments.</li>
1285. </ul>
1286. <p>Total annual income of the trust: <strong>₹60,00,000 per year</strong>.</p>
1287. <ol start="4">
1288. <li><strong> Distribution of Income to Beneficiaries</strong></li>
1289. </ol>
1290. <p>The trustees, following the terms of the trust deed, distribute the income generated by the trust to the three HUFs <strong>equally</strong>. The distribution is made in such a way that <strong>₹20,00,000</strong> is distributed to each HUF annually:</p>
1291. <ul>
1292. <li><strong>Rajesh HUF</strong> receives ₹20,00,000.</li>
1293. <li><strong>Amit HUF</strong> receives ₹20,00,000.</li>
1294. <li><strong>Rahul HUF</strong> receives ₹20,00,000.</li>
1295. </ul>
1296. <ol start="5">
1297. <li><strong> Taxation Benefits</strong></li>
1298. </ol>
1299. <p>Each HUF is a separate taxable entity under Indian tax laws. The income distributed to each HUF is taxed at the <strong>HUF’s applicable tax slab</strong>, which could be lower than the individual tax rates of Mr. Rajesh, Amit, or Rahul if they were to receive the income directly.</p>
1300. <ul>
1301. <li><strong>Rajesh HUF</strong>: Since this HUF is already an established entity with multiple members, the income received by the HUF will be taxed at its slab rates.</li>
1302. <li><strong>Amit HUF</strong>: This is a new HUF formed by Amit upon his marriage. The income received by Amit HUF will be taxed separately from Amit&#8217;s individual income, potentially reducing the overall tax burden on Amit’s family.</li>
1303. <li><strong>Rahul HUF</strong>: Similarly, Rahul’s HUF will benefit from being taxed as a separate entity, leading to lower taxes.</li>
1304. </ul>
1305. <p>By distributing income to HUFs, the family can take advantage of the separate tax slabs available to HUFs, reducing the overall tax liability.</p>
1306. <h4><strong>Example of Tax Calculation</strong></h4>
1307. <p>Let’s assume the tax rates for HUFs are the same as individual tax slabs in India. For simplicity, we&#8217;ll calculate the income tax for one of the HUFs (the same logic applies to all three HUFs).</p>
1308. <ul>
1309. <li><strong>Income received by each HUF</strong>: ₹20,00,000.</li>
1310. <li><strong>Applicable tax rates (as per the slab system)</strong>:
1311. <ul>
1312. <li>₹0 to ₹2,50,000: No tax.</li>
1313. <li>₹2,50,001 to ₹5,00,000: 5% tax.</li>
1314. <li>₹5,00,001 to ₹10,00,000: 20% tax.</li>
1315. <li>Above ₹10,00,000: 30% tax.</li>
1316. </ul>
1317. </li>
1318. </ul>
1319. <h4 style="text-align: left;"><strong>Tax calculation for one HUF (Amit HUF):</strong></h4>
1320. <table>
1321. <tbody>
1322. <tr>
1323. <td><strong>Income Slab</strong></td>
1324. <td><strong>Tax Rate</strong></td>
1325. <td><strong>Amount Taxable</strong></td>
1326. <td><strong>Tax Calculation</strong></td>
1327. <td><strong>Tax Payable</strong></td>
1328. </tr>
1329. <tr>
1330. <td>₹0 to ₹2,50,000</td>
1331. <td>0%</td>
1332. <td>₹2,50,000</td>
1333. <td>₹2,50,000 x 0%</td>
1334. <td>₹0</td>
1335. </tr>
1336. <tr>
1337. <td>₹2,50,001 to ₹5,00,000</td>
1338. <td>5%</td>
1339. <td>₹2,50,000</td>
1340. <td>₹2,50,000 x 5%</td>
1341. <td>₹12,500</td>
1342. </tr>
1343. <tr>
1344. <td>₹5,00,001 to ₹10,00,000</td>
1345. <td>20%</td>
1346. <td>₹5,00,000</td>
1347. <td>₹5,00,000 x 20%</td>
1348. <td>₹1,00,000</td>
1349. </tr>
1350. <tr>
1351. <td>₹10,00,001 and above</td>
1352. <td>30%</td>
1353. <td>₹10,00,000</td>
1354. <td>₹10,00,000 x 30%</td>
1355. <td>₹3,00,000</td>
1356. </tr>
1357. </tbody>
1358. </table>
1359. <p><strong>Total Tax Payable</strong>: ₹0 + ₹12,500 + ₹1,00,000 + ₹3,00,000 = <strong>₹4,12,500</strong>.</p>
1360. <p><strong>Net income left for Amit HUF after tax</strong>: ₹20,00,000 &#8211; ₹4,12,500 = <strong>₹15,87,500</strong>.</p>
1361. <p>Similar tax calculations would apply for <strong>Rajesh HUF</strong> and <strong>Rahul HUF</strong>. By distributing the income to the HUFs, the overall tax liability is spread out across the three entities, reducing the effective tax burden for the family.</p>
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1364. </p>
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1372. </item>
1373. <item>
1374. <title>Choosing Between HUF and Private Trusts for Succession and Tax Planning</title>
1375. <link>https://cwmindia.com/choosing-between-huf-and-private-trusts-for-succession-and-tax-planning/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=choosing-between-huf-and-private-trusts-for-succession-and-tax-planning</link>
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1378. <dc:creator><![CDATA[Samad Abbas]]></dc:creator>
1379. <pubDate>Tue, 17 Sep 2024 08:31:33 +0000</pubDate>
1380. <category><![CDATA[Blog]]></category>
1381. <guid isPermaLink="false">https://cwmindia.com/?p=81112</guid>
1382.  
1383. <description><![CDATA[<p>Explore the benefits and challenges of Hindu Undivided Family (HUF) structures and Private Trusts in managing and protecting family wealth. Learn how to choose the best solution for your family&#8217;s unique needs. Navigating the Dilemma of Succession and Wealth Management Indian families have long relied on the Hindu Undivided Family (HUF) structure for tax planning [&#8230;]</p>
1384. <p>The post <a href="https://cwmindia.com/choosing-between-huf-and-private-trusts-for-succession-and-tax-planning/">Choosing Between HUF and Private Trusts for Succession and Tax Planning</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
1385. ]]></description>
1386. <content:encoded><![CDATA[<p>Explore the benefits and challenges of Hindu Undivided Family (HUF) structures and Private Trusts in managing and protecting family wealth. Learn how to choose the best solution for your family&#8217;s unique needs.</p>
1387. <p><strong>Navigating the Dilemma of Succession and Wealth Management</strong></p>
1388. <p>Indian families have long relied on the <strong>Hindu Undivided Family (HUF)</strong> structure for tax planning and succession. However, with changing family dynamics and legal frameworks, <strong>Private Trusts</strong> have emerged as a modern alternative. If you&#8217;re at a crossroads trying to decide which structure is best for managing your family’s wealth, this article will provide the clarity you need. We’ll compare the two in detail, explore real-life applications, and offer practical guidance to help you make an informed decision.</p>
1389. <p><strong>What is an HUF?</strong></p>
1390. <p>An <strong>HUF</strong> is a legal entity created under Hindu law, consisting of a family with a common ancestor. It is treated as a separate taxable entity, providing tax advantages by allowing families to use an additional tax slab. Traditionally, HUFs have been used to pass down family wealth, but modern developments have introduced challenges in managing and distributing assets within this structure.</p>
1391. <p><strong>What is a Private Trust?</strong></p>
1392. <p>A <strong>Private Trust</strong> is a flexible legal entity where the <strong>settlor</strong> transfers assets to <strong>trustees</strong> for the benefit of <strong>beneficiaries</strong>. This structure allows families to dictate how assets and income should be managed and distributed, offering more control and protection than an HUF. The assets remain with the trust, and only the income is distributed, allowing for long-term wealth preservation.</p>
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1395. </p>
1396. <p><strong>Key Differences Between HUF and Private Trust</strong></p>
1397. <p>Here&#8217;s a detailed comparison to help you evaluate which structure suits your family’s specific needs.</p>
1398. <table>
1399. <thead>
1400. <tr>
1401. <td><strong>Criteria</strong></td>
1402. <td><strong>HUF</strong></td>
1403. <td><strong>Private Trust</strong></td>
1404. </tr>
1405. </thead>
1406. <tbody>
1407. <tr>
1408. <td><strong>Legal Structure</strong></td>
1409. <td>A collective entity under Hindu law, consisting of coparceners with equal rights.</td>
1410. <td>A legal arrangement where a settlor transfers assets to trustees to manage for beneficiaries.</td>
1411. </tr>
1412. <tr>
1413. <td><strong>Taxation</strong></td>
1414. <td>Separate taxable entity with its own tax slab, providing tax-saving opportunities.</td>
1415. <td>Income is taxed at the beneficiary level; flexible distribution can help optimize tax liability.</td>
1416. </tr>
1417. <tr>
1418. <td><strong>Control Over Asset Distribution</strong></td>
1419. <td>Limited; assets are distributed equally among coparceners, as per Hindu law.</td>
1420. <td>High flexibility; settlor controls how and when assets or income are distributed.</td>
1421. </tr>
1422. <tr>
1423. <td><strong>Flexibility in Succession</strong></td>
1424. <td>Equal rights for all coparceners; partition can be forced by any member.</td>
1425. <td>Settlor can define unequal distribution, set conditions, and prevent asset fragmentation.</td>
1426. </tr>
1427. <tr>
1428. <td><strong>Asset Protection</strong></td>
1429. <td>Moderate protection; vulnerable to forced partition and disputes among coparceners.</td>
1430. <td>High level of protection from creditors, lawsuits, and family disputes. Assets stay with the trust.</td>
1431. </tr>
1432. <tr>
1433. <td><strong>Management of Business Assets</strong></td>
1434. <td>Complex if multiple coparceners are involved, especially in case of disputes or partition.</td>
1435. <td>Allows for smooth management of family businesses with clear roles and distribution terms.</td>
1436. </tr>
1437. <tr>
1438. <td><strong>Costs and Maintenance</strong></td>
1439. <td>Low setup cost; can become expensive and difficult to partition or modify later.</td>
1440. <td>Higher setup and maintenance costs but offers long-term flexibility and control.</td>
1441. </tr>
1442. <tr>
1443. <td><strong>Global Family Suitability</strong></td>
1444. <td>Not suitable for families spread across countries; co-ownership creates complications.</td>
1445. <td>Ideal for global families; assets can be managed flexibly with clear distribution rules.</td>
1446. </tr>
1447. <tr>
1448. <td><strong>Dispute Resolution</strong></td>
1449. <td>Disputes may arise due to equal rights of all coparceners, leading to forced partition.</td>
1450. <td>Settlor sets terms, minimizing family disputes. Trustees manage assets according to predefined conditions.</td>
1451. </tr>
1452. <tr>
1453. <td><strong>Ideal For</strong></td>
1454. <td>Nuclear families with simple succession needs and limited assets.</td>
1455. <td>Families with large, complex assets or businesses, looking for flexibility and protection.</td>
1456. </tr>
1457. </tbody>
1458. </table>
1459. <p style="text-align: center;"> <a class="paoc-popup-click paoc-popup-cust-59393 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Enquire now for CWM Program</a>
1460.     <a class="paoc-popup-click paoc-popup-cust-59416 paoc-popup-button paoc-popup-btn " href="javascript:void(0);">➤ Download CWM Brochure</a>
1461. </p>
1462. <p>Key Benefits and Drawbacks of HUF vs. Private Trusts</p>
1463. <ol>
1464. <li><strong> Tax Efficiency: Can Both Help Save on Taxes?</strong></li>
1465. </ol>
1466. <p>Both HUFs and Private Trusts offer significant tax benefits, but they function differently.</p>
1467. <ul>
1468. <li><strong>HUFs</strong>: As a separate taxable entity, an HUF enjoys its own tax slab, reducing the tax burden for family members. For example, if the family has a business, income can be channeled through the HUF, helping to optimize tax liabilities.</li>
1469. <li><strong>Private Trusts</strong>: With a Private Trust, the settlor can dictate how and when income is distributed, helping to distribute income to beneficiaries who are in lower tax brackets, optimizing the family&#8217;s overall tax liability.</li>
1470. </ul>
1471. <p><strong>Example:</strong></p>
1472. <p>Imagine a family with a business generating ₹60,00,000 in annual income. If this income is distributed equally between three HUFs through a <strong>Private Trust</strong>, each HUF will be taxed separately, reducing the family&#8217;s overall tax burden. In comparison, if the same amount was earned by individuals directly, they could be subject to higher tax rates.</p>
1473. <ol start="2">
1474. <li><strong> Succession Planning: Which Structure Offers Greater Flexibility?</strong></li>
1475. </ol>
1476. <p><strong>HUFs</strong> adhere to <strong>Hindu law</strong>, where all coparceners have equal rights, which can complicate succession planning, especially when the family size grows.</p>
1477. <ul>
1478. <li><strong>HUF</strong>: Daughters, since the 2005 amendment, have equal rights in an HUF. This can lead to unintended fragmentation of assets, as every coparcener can claim a share. Partition can also be forced by any coparcener, potentially disrupting the family’s financial stability.</li>
1479. <li><strong>Private Trusts</strong>: In contrast, a <strong>Private Trust</strong> gives the <strong>settlor</strong> full control over how assets are managed and distributed. The settlor can decide to distribute assets unequally or set conditions for inheritance (e.g., reaching a certain age, completing education).</li>
1480. </ul>
1481. <p><strong>Example:</strong></p>
1482. <p>Mr. Sharma wants to ensure his family business remains under the control of his son, who has the necessary skills, while providing income support to his daughter. By setting up a <strong>Private Trust</strong>, he can dictate that his son will inherit control of the business, while his daughter receives periodic income, without risking a forced sale or partition.</p>
1483. <ol start="3">
1484. <li><strong> Asset Protection: Keeping Family Wealth Secure</strong></li>
1485. </ol>
1486. <p>One of the biggest advantages of a <strong>Private Trust</strong> over an <strong>HUF</strong> is <strong>asset protection</strong>.</p>
1487. <ul>
1488. <li><strong>HUF</strong>: While HUFs provide tax benefits, they are not as robust in protecting assets from creditors or legal claims. Additionally, the risk of forced partition by a coparcener can lead to the division and sale of family property.</li>
1489. <li><strong>Private Trust</strong>: The assets remain with the trust and are managed by the trustees. This ensures the assets are protected from creditors, legal claims, or disputes. The trust’s assets cannot be seized in the case of a family member facing financial troubles or lawsuits.</li>
1490. </ul>
1491. <p><strong>Example:</strong></p>
1492. <p>If Amit, a family member, faces a legal dispute or financial difficulties, the assets held in the <strong>Private Trust</strong> are protected. Creditors cannot lay claim to these assets, ensuring the family wealth remains intact.</p>
1493. <ol start="4">
1494. <li><strong> Costs and Maintenance: Which Option is Easier to Manage?</strong></li>
1495. </ol>
1496. <ul>
1497. <li><strong>HUFs</strong>: Setting up an HUF is relatively easy and inexpensive, which is why many families prefer this structure for its simplicity. However, over time, managing an HUF can become complicated, especially as the number of coparceners grows, leading to potential disputes and partition.</li>
1498. <li><strong>Private Trusts</strong>: Although <strong>Private Trusts</strong> involve higher <strong>setup</strong> and <strong>maintenance costs</strong>, they provide long-term flexibility and protection that can justify the investment. The trust offers a clear framework for managing assets and distributing income without the legal complexities that often arise in HUFs.</li>
1499. </ul>
1500. <p><strong>Factors to Consider When Choosing Between HUF and Private Trust</strong></p>
1501. <p>When deciding which structure is best for your family, it’s important to consider several key factors:</p>
1502. <ol>
1503. <li><strong> Size of the Family</strong></li>
1504. </ol>
1505. <ul>
1506. <li>For <strong>nuclear families</strong>, where wealth and assets are relatively simple, an HUF may still be a good option.</li>
1507. <li>For <strong>larger families</strong> or those expecting growth, a Private Trust offers better control and flexibility.</li>
1508. </ul>
1509. <ol start="2">
1510. <li><strong> Type of Assets</strong></li>
1511. </ol>
1512. <ul>
1513. <li>If your family owns a <strong>business</strong> or has significant real estate holdings, a Private Trust provides better asset protection and management options.</li>
1514. <li><strong>Inherited property</strong> can be managed through an HUF if the family values equal distribution.</li>
1515. </ul>
1516. <ol start="3">
1517. <li><strong> Global Families</strong></li>
1518. </ol>
1519. <ul>
1520. <li>If your family members are spread across multiple countries, a <strong>Private Trust</strong> offers more flexibility and simplifies asset management compared to an HUF, which can become cumbersome in such scenarios.</li>
1521. </ul>
1522. <ol start="4">
1523. <li><strong> Future-Proofing</strong></li>
1524. </ol>
1525. <ul>
1526. <li>If you are concerned about <strong>creditor claims</strong>, <strong>legal disputes</strong>, or possible <strong>estate taxes</strong>, a Private Trust offers a higher level of protection and adaptability.</li>
1527. </ul>
1528. <p><strong>Conclusion: Which Option is Best for Your Family’s Future?</strong></p>
1529. <p>Both <strong>HUFs</strong> and <strong>Private Trusts</strong> offer unique advantages when it comes to tax efficiency, asset protection, and succession planning. However, the right choice depends on your family’s size, assets, and future goals.</p>
1530. <ul>
1531. <li><strong>HUF</strong>: Best for smaller, nuclear families with straightforward wealth management needs and limited assets. It offers simplicity and tax benefits but lacks flexibility in succession and asset protection.</li>
1532. <li><strong>Private Trust</strong>: Ideal for families with complex assets, global members, or business interests. It provides flexibility, stronger asset protection, and the ability to customize inheritance and income distribution.</li>
1533. </ul>
1534. <p>For many modern families, the flexibility and protection offered by a <strong>Private Trust</strong> outweigh the simplicity of an HUF. Ultimately, consulting with a legal or financial expert can help tailor the right solution for your family, ensuring your wealth is protected and managed across generations.</p>
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1537. </p>
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1545. </item>
1546. <item>
1547. <title>Business/ Research Analyst</title>
1548. <link>https://cwmindia.com/business-research-analyst/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=business-research-analyst</link>
1549. <comments>https://cwmindia.com/business-research-analyst/#respond</comments>
1551. <dc:creator><![CDATA[placements]]></dc:creator>
1552. <pubDate>Tue, 17 Sep 2024 06:05:57 +0000</pubDate>
1553. <category><![CDATA[Uncategorized]]></category>
1554. <guid isPermaLink="false">https://cwmindia.com/?p=81099</guid>
1555.  
1556. <description><![CDATA[<p>The post <a href="https://cwmindia.com/business-research-analyst/">Business/ Research Analyst</a> appeared first on <a href="https://cwmindia.com">Wealth Management Course that Top Wealth Managers Swear By</a>.</p>
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1594. <div class="et_pb_text_inner"><h3>Business/ Research Analyst</h3>
1595. <h3><span style="color: #666666;font-size: 14px">Gurugram &#8211; 17/09/2024</span></h3></div>
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1607. <div class="et_pb_text_inner"><h4>Job Title</h4>
1608. <p>Business/ Research Analyst</p>
1609. <p><strong>Job Location </strong>&#8211; Gurugram</p></div>
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1623. <div class="font-16  margin-top-32 line-height-22  mdl-typography--font-bold"><strong><span class="mdl-color-text--grey-900  ng-binding">About ABDPL</span></strong></div>
1624. <div class=" margin-top-16 responsive_content_image_width mdl-color-text--grey-600  mdl-typography--font-light"><span class="ng-scope">Abhishek Bansal Distribution Pvt Ltd (ABDPL) is engaged in Distribution of Financial Products like Mutual Funds, Insurance, Estate Planning, PMS, AIF, Real Estate etc. Firm Promoters also have a varied Interest in Agriculture activities &amp; Food Business. The ABDPL is currently seeking talented people leader with an entrepreneurial mindset to join its Marketing/ Business Development team in India. Manager who possess the skill as a Marketing/ Business Development and strives to build them to be more effective and efficient, from the ground up. This is a cross-functional role within the organization, responsible for coordination across pillars that manage &amp; Support Marketing/ Business Development, Business operations. This role will require you to collaborate with different stakeholders, internal and external.</span></div>
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1646. <div class="et_pb_text_inner"><p><span class="font-16 line-height-22 mdl-color-text--grey-900  mdl-typography--font-bold"><span class="ng-binding ng-scope">Job Description</span></span></p>
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1648. <div class=" margin-top-16 responsive_content_image_width"><strong class="ng-scope">Business/ Research Analyst</strong><br class="ng-scope" /><span class="ng-scope">• Requirements Accuracy: Measure the precision and completeness of gathered requirements</span><br class="ng-scope" /><span class="ng-scope">• Goals Alignment: Assess how well business analysis aligns with overall financial goals and objectives</span><br class="ng-scope" /><span class="ng-scope">• Decision Impact: Evaluate how business analysis contributes to informed decision-making within the organization</span><br class="ng-scope" /><span class="ng-scope">• Project Timeliness: Monitor the adherence &amp; Efficiency of business analysis activities to Financial Goals Timelines</span><br class="ng-scope" /><span class="ng-scope">• Risk Identification and Mitigation: Assess the effectiveness of identifying and mitigating risks through business analysis &amp; documenting the same</span><br class="ng-scope" /><span class="ng-scope">• Communication Effectiveness: Evaluate the clarity and effectiveness of communication between business analysts and stakeholders</span><br class="ng-scope" /><span class="ng-scope">• ROI of Business Analysis: Measure the return on investment achieved through the application of business analysis practices</span><br class="ng-scope" /><span class="ng-scope">• Work with the Functional team to ensure that solution is accurate and achievable.</span><br class="ng-scope" /><span class="ng-scope">• Work with the Investors/ Stakeholders to help them understand the changes. Help the client in managing the solution such that there is minimum Deviation to Financial Goals/ Objectives due to the newly implemented solution.</span><br class="ng-scope" /><span class="ng-scope">• To Involve in Business Development Activities targeted towards Achievement of Organizational Goals</span><br class="ng-scope" /><span class="ng-scope">• Developing monthly reports and updating the same to the Management.</span><br class="ng-scope" /><span class="ng-scope">• You will report to Management</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Required Skills and Abilities</strong><span class="ng-scope">:</span><br class="ng-scope" /><span class="ng-scope">• Bachelor s/Master s degree in Finance/Computer with post-qualification experience/ MBA with relevant experience in an organization of repute with robust Finance Planning &amp; Analysis background.</span><br class="ng-scope" /><span class="ng-scope">• Excellent communication skills required to interact with internal colleagues and external vendors to resolve queries or complete a task at hand.</span><br class="ng-scope" /><span class="ng-scope">• Outstanding experience with MS Excel, Word, and Powerpoint.</span><br class="ng-scope" /><span class="ng-scope">• Preferably, good knowledge of Investment instruments with the respect to the global financial environment.</span><br class="ng-scope" /><span class="ng-scope">• Robust functional skills backed with analytical skills &amp; problem-solving skills with technical bent of mind.</span><br class="ng-scope" /><span class="ng-scope">• Excellent organizational and time management skills.</span><br class="ng-scope" /><span class="ng-scope">• Work self-supportably to complete the given task and proactively reach out to the respective team to seek answers when required.</span><br class="ng-scope" /><br class="ng-scope" /><strong class="ng-scope">Organization</strong><span class="ng-scope">: Abhishek Bansal Distribution Pvt Ltd</span><br class="ng-scope" /><strong class="ng-scope">Location</strong><span class="ng-scope">: Gurgaon, Haryana, India</span></div>
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1654. <div class="font-14 margin-top-16 mdl-color-text--grey-600 mdl-typography--font-regular ng-binding">As per Industry Norms</div></div>
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