Banking Sample Paper SBI Clerk Grade (Main) Sample Test Paper-5

  • question_answer
    Which of the following is an investment advisory discipline?

    A)  Corporate Industrial Finance

    B)  Offshore Banking

    C)  Wholesale Banking

    D)  Wealth Management     

    E)  Trade Finance

    Correct Answer: D

    Solution :

     Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. Wealth managers can have backgrounds as independent Chartered Financial Consult- ants, Certified Financial Planners or Chartered Financial Analysts. Chartered Strategic Wealth Professionals. Chartered Financial Planners, or any credentialed (such as MBA) professional money managers work to enhance the income, growth and tax-favoured treatment of long-term investors.


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