Answer:
OC tracking clients' Investments
Step-by-step explanation:
Personal finance involves planning and managing an individual income and expenditures to achieve desired financial goals. It includes activities such as income generation, savings, investments, consumption, and insurance. A personal finance manager is a professional who helps their client achieve their financial objectives by assisting them in managing their finances.
The personal finance manager helps the client prepare a financial plan or budget for their current and expected future incomes. They refine the client's financial objectives and draw a roadmap on how to achieve them. A personal finance manager advises on suitable investments and insurance options available in the market. They also truck down on clients Investments.