Need for the Program
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 of wealth management.
Course Duration: 9 Months
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.
Working Professionals in the field of Finance.
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 a more engaging and interactive learning process.
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.
This course provides participants with:
What is Wealth Management?
Comprehensive Wealth Management
Estimating Wealth Market for a Country
Wealth Management Verticals
Wealth Management Landscape and Outlook in India
Wealth Management Models in India
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
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
Types of Investment Returns
Measures of Risk
Managing Risk through Diversification
Asset Pricing Models
Equity Portfolio Management Strategies
Fixed Income Portfolio Management
Equity Markets and Structures
Models of Equity Valuation
Other Technical Indicators
Wealth Management Perspective
Concept of Probability
Creating a Risk Management Plan
Derivatives-Options and Swaps
Commodities and Managed Futures
Alternatives and Risk Mitigation
Alternate Assets in India
How It works
Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes, and projects
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Training 5 or more people?
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Note - Registration is open. Course commencement is subjected to minimum class size of 20 students