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Indonesian Wealth Management Forum 2019 - Exclusive Insights - Nagaraj Prasadh - 2

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1. What are all the component parts you need to build a sustainable and profitable wealth management business?

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1. What are all the component parts you need to build a sustainable and profitable wealth management business?

We see that, while the customer has an investment to make, the RM has to do a lot of research on what products to recommend to a customer. This is where technology comes in; based on the right risk profile, based on the appetite that they have for investment, the RM would be effectively able to make a decision on what recommendations are required for a specific customer, and with that recommendation, an effective decision can be made on where to invest the money, and not a random gut feel-based investment. So, this is the science of investment based on facts.

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