Secure your future with a Program in Wealth Management
Speak the language of a Finance Professional
Learn wealth management the interactive way
What is Wealth Management
Wealth Management, as the two words suggest, is to manage one's wealth. This involves creating a robust plan to achieve the financial goals of individuals and families. The process has three critical aspects: Protection, Growth, and Transfer of wealth to the next generation seamlessly. Each of these aspects is a discipline on its own, and finally, all come together to meet the end objective of the investor.
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Why become a Wealth Manager?
There is an ever-growing need for wealth managers in India. Interestingly while the GDP per capita is $ 3357, the Wealth per capita is $ 17,299 as of the end 2019 (source Credit Suisse Oct 2020 Global Wealth Report).
The financial wealth of India has surpassed $3.5 trillion and growing steadily at 10% over the last many years.
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Advantage - Key Takeaways
01.
Thirty Modules
Thirty Modules
The program has exhaustive coverage of over thirty modules, with a blend of theory and practice and importantly, you get to learn from live faculty and industry professionals
02.
Case Studies
Case Studies
It’s a dedicated program with real-life case studies. Case Studies will be an essential teaching tool, wherein you will be exposed to real-life examples and be involved in the problem-solving sessions.
03.
150 Hours of Learning
150 Hours of Learning
The programme has 150 hours of learning. You learn the fundamental concepts and get enriched with the faculty's experiences, discussions, and doubt solving.
04.
Soft Skills
Soft Skills
One of the critical components of Wealth Management is Client Acquisition – this will be given the utmost priority. You will get a chance to learn soft skills relevant to wealth management from industry leading experts. The nuances of soft skills you will be exposed to should remain your asset through life.
05.
Live Virtual Sessions
Live Virtual Sessions
Live virtual sessions allow you to absorb, experiment and improve. The live interactions bring with it the ease of learning wherein your doubts get answered and clarified in the class. The post-class discussion forums, interactions with student counsellors, does improve the learning journey.
06.
Client Interaction
Client Interaction
Actual client interaction will be one of the distinguishing factors of this course. To create a context and opportunity to reach out to clients. This will give you on-ground experience in dealing with actual clients.
07.
Industry Veterans
Industry Veterans
The course is designed by industry veterans. Helps understand finer nuances and know what it means to be a wealth manager, having successfully proven themselves.
08.
Faculty
Faculty
Average experience of faculties is about 25 years.
09.
Interactive Course
Interactive Course
It’s an interactive course where you will be guided at every step by the Faculty members and Industry experts to ensure that they become Successful Wealth Managers of tomorrow. This is not a passive course where you are left to finish the course.
Our core faculty members are industry veterans and have worked on a variety of portfolios.
Dr. Amit Bagga
He is a PhD and Master’s in Commerce from University of Delhi. He is also a qualified Chartered Accountant and Cost Accountant with over 25 years of experience.
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Dr. Tejinder Singh Rawal
He is a PhD (Tax), M.Com. M.A.(Economics), M.A.(Public Administration), MA (Urdu) MA (English lit.) LL.B., FCA, DISA, CISA, CISM.
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Om Ahuja
He is a qualified Chartered Accountant with over 24 years of experience across Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and Brigade Group.
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Makrand Bhopatkar
Prof Bhopatkar is a CFA with over 26 years of experience across equity research and corporate and academic courses in finance with focus on capital markets, investments and risk management.
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Jitender Kumar
Jitender holds Master degrees in Economics, is an MBA and a CFA Charter-holder (from CFA Institute USA).
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Joydeep Sen
Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional”.
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Dr. Satish Shrivastava
Dr. Shrivastva is a qualified M. Com., M. Phil., MIRPM., M.A. (Econometrics), LL.B., M.B.A., and Ph. D. (Finance) with over 30 years of academic/professional experience in the areas of accounting & financial management.
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Dr. Shanti Suresh
Dr Shanti Suresh (CS, M.COM, M.Phil, MBA, MFM) is Vice Principal and HOD Commerce at SIES College of Commerce and economics -Sion Mumbai.
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Dr. Ranjan Chakravarty
Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in cutting-edge high-frequency trading algorithms.
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Scholarship Program
OAWA Academy offers up to 10 scholarships in its Program in Wealth Management. The scholarship covers the course fees.
Award
Each scholarship will cover the course fees and will be tenable for the normal duration of the program
Most families in the country traditionally concentrated their wealth in non-financial assets — real estate and gold. But the last few years have seen people using financial assets to grow their wealth.
Most families in the country traditionally concentrated their wealth in non-financial assets — real estate and gold. But the last few years have seen people using financial assets to grow their wealth. This diversification of assets has also seen the expansion of the ‘wealth industry', with increasing demand for qualified wealth managers across different job profiles.
News from the world of Education: October 10, 2021
Fourthrev and Association of Chartered Certified Accountants recently announced their partnership with the launch of an online global Financial Analytics Programme.
OAWA Investment Education launches NSE Academy certified 6-month Program in Wealth Management
OAWA Investment Education, an online education academy founded by investment professionals and academicians seeking to assist students in pursuing a strong career path in wealth management, have launched a new OAWA-NSE Academy co-certified 6-month Program in Wealth Management.
"The course is designed well, the digital infrastructure of the institution is well designed and student-friendly. The instructors are experts in their areas. One has to be disciplined and committed to being able to do it successfully. I'm happy to have joined and gained valuable knowledge."
Deepali Adlakha (Student)
"The Program in Wealth Management with Oawa has been an enriching learning experience for me. The program curriculum has been designed very well and all the topics are taught by industry experts who with their immense experience in the financial world make the learning experience enjoyable and interesting.. Kudos to the entire Oawa team."
Nimesh Nair (Student )
"The wealth management program conducted by the Oawa team is an excellent course, diverse in subjects covering every aspect of the financial world. excellent coaches, experienced managers giving lectures and giving practical explanations... interactive sessions made it very easy. Weekly assessments and quizzes were quite engaging and interesting. I would recommend this course to anyone planning a career in wealth management."
Babita Malhotra (Student)
" Joined OAWA Wealth management course with the learning mindset of various markets of how they work what economic factors affect which industry and asset class. I just feel so accomplished by learning the art of reasoning of how and why !!"
Chaitanya (Student)
What is Wealth Management?
Wealth Management, as the two words suggest, is to manage one's wealth. This involves creating a robust plan to achieve the financial goals of individuals and families. The process has three critical aspects: Protection, Growth, and Transfer of wealth to the next generation seamlessly. Each of these aspects is a discipline on its own, and finally, all come together to meet the end objective of the investor.
A wealth manager needs to understand the underlying factors which affect each of these disciplines. Hence a successful wealth manager needs to have sufficient knowledge in the areas of Economics, Accounting, Taxation, Capital Markets & Estate Planning. This will help in creating a financial plan or a complete roadmap for the capital of the investors. This plan needs to be monitored regularly to ensure that it meets the financial goals of the investor.
Why become a Wealth Manager?
There is an ever-growing need for wealth managers in India. Interestingly while the GDP per capita is $ 3357, the Wealth per capita is $ 17,299 as of the end 2019 (source Credit Suisse Oct 2020 Global Wealth Report).
The financial wealth of India has surpassed $3.5 trillion and growing steadily at 10% over the last many years. Yes, despite the massive upheaval of social and economic structures in India and worldwide due to the pandemic, the financial wealth has been buoyed by robust equity markets. As per the recent report from Boston Consulting Group, the financial wealth from 2015 - 2020 has grown by 10% per annum to 3.5 Trillion dollars and is expected to grow to 5.5 trillion dollars by 2025.
Currently, only the top 3% of the population is serviced by Wealth Managers, and more than 25% of the population would likely require similar service in the coming years. This will lead to a surge in demand for wealth managers and one of the most sought-after professions. The Wealth Managers, who can also be looked upon as financial doctors, will be instrumental in ushering in a financial literacy drive as India steps into the next growth phase. A Wealth manager who is sufficiently equipped with the knowledge and is empathetic towards investor needs certainly has a flourishing career awaiting them.
Dr. Amit Bagga
He is a PhD and Master’s in Commerce from University of Delhi. He is also a qualified Chartered Accountant and Cost Accountant with over 25 years of experience. Visiting professor at SP Jain, MDI, IIFT, ICAI & ICWAI.
He is a PhD (Tax), M.Com. M.A.(Economics), M.A. (Public Administration), MA (Urdu) MA (English lit.) LL.B., FCA, DISA, CISA, CISM. A university topper in all exams, he became one of the youngest CA’s in India at the age of 21 securing an all India merit rank. He has been practising for 33 years.
He is an authority on Income Tax, Cyber laws, Investment Strategy and Information systems control and audit. He has authored many books on investment strategies and financial independence.
OM Ahuja
He is a qualified Chartered Accountant with over 24 years of experience across Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and Brigade Group. He has wide experience across Real Estate, Infrastructure, Construction, Hospitality, Banking, Financial Services & Manufacturing.
Makrand Bhopatkar
Prof Bhopatkar is a CFA with over 26 years of experience across equity research and corporate and academic courses in finance with focus on capital markets, investments and risk management.
He holds CFA charter and has also completed Certificate in Quantitative Finance from CQF Institute, UK and Part I & II of FRM Certification from GARP Institute and involved in preparing candidates for CFA program.
He conducts training courses to management graduates for programs in India, UAE, Singapore and Australia.
Jitender Kumar
Jitender holds Master degrees in Economics, is an MBA and a CFA Charter-holder (from CFA Institute USA). He has over 18 years of experience in the fields of Equities, Mutual Funds, Derivatives, Fund Management and Research etc. with various financial firms including an Asset Management Company. Currently he is consulting a hedge fund and PMS, in their operations and risk management and running his own proprietary trading desk to apply quant based hedge derivative strategies. He is also actively involved in imparting training in the financial markets domain.
Joydeep Sen
Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional” Joydeep has over 25 years of experience in the financial services industry. He is an author of four books and is an avid columnist. His prior work experience includes 13 years with BNP Paribas in the Wealth Management department as Senior Vice President - Advisory Desk - Fixed Income.
Dr. Satish Shrivastava
Dr. Shrivastva is a qualified M. Com., M. Phil., MIRPM., M.A. (Econometrics), LL.B., M.B.A., and Ph. D. (Finance) with over 30 years of academic/professional experience in the areas of accounting & financial management. His academic roles include, adjunct faculty at VNIT Nagpur, visiting faculty at Tufts University, Boston. Other international assignments include, Harvard University Boston. USA., IMF. Washington. DC. USA, Nothwest Kellogs , Chicago. US.
Dr Shanti Suresh
Dr Shanti Suresh (CS, M.COM, M.Phil, MBA, MFM) is Vice Principal and HOD Commerce at SIES College of Commerce and economics -Sion Mumbai. She is an expert in Corporate Governance, Financial Markets and authored books and several research papers.
She is also an adjunct and visiting faculty to several premier business schools like S.P.Jain –Singapore and Dubai campus, School of management –IIT-MUMBAI, IBS –Mumbai, Welingkar Institute of Management and Research.
Dr. Ranjan Chakravarty
Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in cutting-edge high-frequency trading algorithms. An expert in Commodities, Futures and Options, Fixed Income, Derivatives Structuring and Insurance and Financial Risk Management Dr. Chakravarty has over 10 years of academic experience and is Empanelled trainer with leading global investment banks.
He has over 22 years of industry experience across the best name hedge funds and banks in the U.S. and Asia, including CRO at Singapore Mercantile Exchange (SMX) and Clearing Corporation (SMXCC), Head, Risk & Products, MCX-Stock Exchange (MCX-SX) Managing Director at DBS Bank and Hypovereinsbank Group.