Executive Program In
Wealth Management

Application Open


Wealth Management utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage wealth. This program on wealth management is tailored to the needs of investors, advisors or organizations and will deliver knowledge for immediate impact. Effective investment management is critical and this course encompasses all the aspects in wealth management.

Explore the latest industry strategies, evaluate and implement innovative investment approaches and analyze key industry trends and challenges with this program. The prime focus of this program is to optimize your strategic edge by focusing on asset management, business strategy and development, and investment strategy and execution. The finance industry is constantly evolving, gain fresh insights on wealth management from the best faculties and industry experts by enrolling for this program.

Program Details
Why is this a competitive course ?

The complexities of investing and managing wealth have witnessed a substantial rise. This course provides a systematic approach to wealth management. Expertise tactics to manage risk better and ways to monitor and evaluate client investment planning. It encompasses establishing realistic goals and making recommendations leading to the creation and implementation of an optimal comprehensive life-long wealth management plan.

This course provides participants with:

  • Foundational knowledge and techniques to gauge opportunities optimize portfolios.
  • Tax planning and tax minimization strategies.
  • Compliance with Regulatory Requirements and an understanding of trends.
  • Establishing and implementing wealth accumulation and management strategies.
Course Eligibility

The following professionals can take this training:

  • Research / Investment analysts
  • Financial advisors
  • Fund / Wealth managers
  • Private bankers
  • Housewives, students & retired people with basic investment knowledge

Course Methodology:

The course has a quintessential method of teaching via online classrooms and online assignments. The nature of an online learning environment allows instructors to go beyond traditional lecture modes to incorporate more engaging and interactive learning process.

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Course Structure
Duration :9 Months | 2 hours Session every Weekend

Course Curriculum
  • Developing a Wealth Management Plan
  • Essentials of a Comprehensive Wealth Plan
  • Analyze Financial Issues and Opportunities
  • Developing the Wealth Management Plan
  • Implementation and Review of the Wealth Management Plan
  • Types of Mutual Funds Schemes Exchange Traded Fund
  • Accounting Valuation
  • Measuring Mutual Fund Performance
  • Mutual Fund Investment Plans and Services
  • Introduction to Income Tax
  • Heads of Income and Income under the Head Salary
  • Income from Business and Profession
  • Income from House Property
  • Filling of Tax Return
  • Tax Planning, Tax Avoidance, Tax Evasion and Tax Management
  • Filling of Tax Return
  • Introduction to Portfolio Management
  • Investment Risk
  • Types of Investment Returns
  • Measures of Risk
  • Managing Risk through Diversification
  • Asset Pricing Models
  • Asset Allocation
  • Equity Portfolio Management Strategies
  • Fixed Income Portfolio Management
  • Rebalancing Strategies
  • Equity Markets and Structures
  • Fundamental Analysis
  • Industry Analysis
  • Company Analysis
  • Models of Equity Valuation
  • Technical Analysis
  • Other Technical Indicators
  • Wealth Management Perspective
  • Risk Identification
  • Risk Measurement
  • Risk Transfer
  • Risk Financing
  • Concept of Probability
  • Creating a Risk Management Plan
  • Derivatives-Options and Swaps
  • Alternate Assets
  • Hedge Funds
  • Commodities and Managed Futures
  • Private Equity
  • Credit Derivatives
  • Structured Products
  • Alternatives and Risk Mitigation
  • Alternate Assets in India

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