Tag Archives: risks

How wealth advisors temper the portfolio risks of newbie ESOP millionaires

Alok Saigal has spent the last seven years advising his firm’s private wealth and high networth clients on how to invest their money. He is the President and Head–Private Wealth at Edelweiss Wealth. Saigal has been a finance professional for close to 20 years now. But when young 20-something clients walk into his office flaunting their employees’ stock options (ESOPs), Saigal says ... Read More »