Introduction to Wealth Management

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Basic Info : Course on Wealth Management
Level : Beginner
Commitment  : 6 hours of study, 3 sessions of 2 hours each
Language : English
Scheduled Date : 25th Feb 2024

What Will I Learn

At the end of this course you will understand:

  • Investment concepts and products
  • The process of goal-based financial planning and asset allocation.


Return on Investments

Risk in Investments

Asset Classes and Diversification

Financial Planning

Principles of Portfolio Construction

Portfolio Rebalancing

Investment Strategies for Wealth Creation

Introduction to Indian Financial Markets

Basics of Equity

Primary Markets

Secondary Markets

Fundamental Analysis

Financial Ratios

Valuation Ratios and Multiples

Technical Analysis

Market Indicators

How It works

   Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes and projects

   Interact, Learn and Grow enables you to master the concepts, interact with expert faculty and other learners and be a part of the community whilst growing.

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