Executive program In Wealth Management

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Basic Info :  Executive program In Wealth Management
Level :  Advanced
Commitment  : 5 months (4 hrs. per weekend)
Language : English
Schedule Date : 27th July 2024


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


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.

Target Audience

Working Professionals in the field of Finance.

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 a more engaging and interactive learning process.

Program USP

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:

  • Foundational knowledge and techniques to gauge opportunities optimize portfolios.
  • Establishing and implementing wealth accumulation and management strategies

  • Tax planning and tax minimization strategies.
  • Compliance with Regulatory Requirements and an understanding of trends.

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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

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

How It works

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

   Interact, Learn and Grow
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