Fidelity Wealth: Case Study
Fidelity Wealth: Case Study

Fidelity Wealth: Case Study


  • Products Id :- 293005
  • |
  • Pages: 19
  • |
  • |
  • |
  Request for Sample Report
  Request A Quote

Executive Summary

Summary

The Fidelity Wealth Service targets self-directed mass affluent customers with over 100,000 to invest who are comfortable conducting most of their investment activities online.

Synopsis

Understand the Fidelity Wealth Service proposition and what it offers to mass affluent customers.

Find out which features of the Fidelity Wealth Service offering make it attractive to the mass affluent.

Discover how to target and attract self-directed mass affluent investors.

Reasons To Buy

How should you position investment guidance to respond to the specific needs of the mass affluent?

How does Fidelity Wealth target digitally savvy self-directed investors?

What are the key elements to a successful mass affluent investor proposition?

Key Highlights

The mass affluent are a great source of new clients as many are still adding to their portfolios.

Fidelity has chosen to offer information and guidance on investments, as opposed to investment advice. This demonstrates the intention to provide unregulated investment information rather than personalized and regulated investment recommendations.



Read More



Contact Us:
Ken Research
Ankur Gupta, Head Marketing & Communications

+91-9015378249

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License:
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to sales [@] kenresearch.com
 

select a license

Single User License
USD 2795 INR 188523
Site License
USD 5590 INR 377046
Corporate User License
USD 8385 INR 565568

NEWSLETTER BY CATEGORY




Testimonials

An excellent provider. Thorough, precise and outstanding insight. They drill down to what we need and their reports are effective at integrating text with supporting graphics and charts. Their reports are a great resource to go back too. ...

Coherent, high-quality, thoroughly-researched reports. We received a very quick response to all our queries which eventually expedited the entire process....

Well structured, the insights they shared with us were very helpful and reliable. Their timely assistance make their services invaluable to us. I would highly recommend them and would definitely use them again in the future if needed...

The report sent to us was on the point, and its information was quite extensive, well structured, and well researched. More importantly what we valued was your response time and professionalism. As a leading global consulting firm, our clients expect high quality deliverables in short periods of time, so a reliable research partner is essential. For the price that you have charged the quality of your services were exceptional. We look forward to continue our relationship with your team on future engagements....

This is with regards to your report on India PVC pipes and fitting market outlook industry outlook to 2019. This is a very well written report and accept my compliments on the same.... ...



Ken Research, Unit 14, Tower B3, Spaze I Tech Business Park, Sohna Road, sector 49
     Gurgaon, Haryana - 122001, India

download

Company Brochure

Engage with Us

sales [@] kenresearch.com