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Learn the fundamental principles of financial planning and gain a clear understanding of how to manage your finances effectively to set you on the path of wealth creation.
Learn the fundamental principles of financial planning and gain a clear understanding of how to manage your finances effectively to set you on the path of wealth creation.
Finance Professional
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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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.
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.
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.
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.
Jitender holds Master degrees in Economics, is an MBA and a CFA Charter-holder (from CFA Institute USA).
Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional”.
Dr. Shrivastav 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.
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.
Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in cutting-edge high-frequency trading algorithms.
He is a Freelance Corporate Trainer and Visiting Faculty in Banking, Financial Services and Insurance (BFSI) domain and promoter Director of Ascend Academy for BFSI Sector Studies. He has over 38 years of experience.
Our advisory board is the backbone of our foundation as it provides non-binding strategic advice to the management.
Nilesh Shah is the Group President & Managing Director of Kotak Mahindra Asset Management Co. Ltd. and the President of Bombay Chamber of Commerce and Industry
Dr. Kavita Sharma recently retired as the president of South Asian University, New Delhi, India, in 2020.
Prof Binay Bhushan Chakrabarti is a former Professor of Finance at IIM Calcutta and ex- Director- in-charge of IIM Ranchi.
Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. Navneet has 28 years of rich experience in Financial Markets.
Nilesh Shah is the Group President & Managing Director of Kotak Mahindra Asset Management Co. Ltd. He is also presently part time member of the Prime Ministers Economic Advisory Council (PMEAC). Moreover, recently, he became the President of Bombay Chamber of Commerce and Industry. He has also held the position of the Chairman of Association of Mutual Funds India (AMFI). He has close to 3 decades of experience in capital markets and market related investment, having managed funds across equity, fixed income securities and real estate for local and global investors.
In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton and ICICI Securities.
Mr. Shah is a gold medallist Chartered Accountant and a merit ranking Cost Accountant. He has also co-authored a book on Financial Planning called A Direct Take.
Dr. Kavita Sharma recently retired as the president of South Asian University, New Delhi, India, in 2020. Before this, she was a professor at Hindu College, Delhi University, for 37 years (1971-2008), during which she also served as principal for ten years. Kavita then served as the Director of India International Centre, New Delhi, from 2008 to 2014. She is a life member of several prestigious associations and institutes, including the Indian Association of Canadian Studies, Indian Law Institute, Association of Comparative Literature, and Indian History Congress.
Prof Binay Bhushan Chakrabarti is a former Professor of Finance at IIM Calcutta and ex- Director-in-charge of IIM Ranchi. He has worked as a member of the RBI’s committee on Financial Benchmarks and the Advisory Committee of the Risk Management Institute of the National University of Singapore. He is a Mechanical Engineer from Jadavpur University, Calcutta (Gold medallist), PGDM from IIM Calcutta (Gold medallist), Cost Accountant from the Institute of Cost Accountants of India, and Ph. D in Economics from Jadavpur University, Calcutta. He has worked in the industry for 24 years, primarily in the manufacturing and financial services sector in GKW, Metal Box, Nagarjuna Group, Keventer, and NICCO-UCO as President, General Manager.
Apart from teaching at IIM Calcutta, he has been a visiting professor at IIM Ahmedabad and other IIMs, including CFVG, Vietnam, ESCP Paris, National University of Singapore, Asian Institute of Technology, Bangkok, Reims Business School, Bordeaux Business School, and ESC Toulouse in France. He has published more than forty research papers in international and domestic journals.
Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. He joined the firm in February 2021. Navneet has 28 years of rich experience in Financial Markets.
Prior to joining HDFC AMC, he was the Executive Director and Chief Investment officer of SBI Funds management Private Limited. Navneet was a key member of the executive committee and was responsible for overseeing investments worth over $ 150 billion across various asset classes in mutual funds and segregated accounts. Navneet was a Director on the board of SBI Pension Funds (P) Limited.
In his previous assignments, he was the Executive Director & Head – multi-strategy boutique with Morgan Stanley Investment Management and Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund.
Navneet has a masters degree in Accountancy and Business Statistics and a qualified Chartered Accountant. He is a Charter Holder of the CFA Institute and CAIA Institute. He has also done Financial Risk Management (FRM).
- 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.
Fourthrev and Association of Chartered Certified Accountants recently announced their partnership with the launch of an online global Financial Analytics Programme.
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.
OAWA Investment Education, an online education academy has launched OAWA-NSE Academy co-certified 6-month programme in Wealth Management.
Mirae Asset MF
"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."
Student
The wealth management course offered from OAWA is a very good course which covers every aspect of financial investing and the faculty is from the industry itself so they give you first hand knowledge about all the aspects. Happy student from a very nice institute. Thank you!
CA
"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 !!"
Third Year - Thakur College
"The learning experience at OAWA has been great. In the huge field of finance, OAWA has been a savior by constructing the wealth management course such that it allowed us to focus on all the required key elements. Faculties who taught us are highly qualified industry experts who simplified the learning process and made it interesting. This course has certainly helped me gain a lot of knowledge and insights in the field."
Financial Advisor
"The content of the course, faculties and the way the course was conducted was thoroughly Professional and outstanding. The course covered the length and breadth of Financial planning/wealth Management along with the vast experiences of the learned faculties helped me to brush up and update my knowledge. The number of examples with each topic made it easy to understand the subjects very well followed by the number of quiz and assessment. I would definitely recommend the aspiring wealth managers who want to make their career in wealth Management sector to pursue this course for their own benefit."
PGIM India MF
"OAWA and NSE Academy co-certified program in Wealth Management is a very exhaustive experience and it covers all the relevant aspects of investment advisory in wealth management. I highly recommend this course to anybody who is looking to make a career in this field. OAWA has a great faculty and I am sure this course will be a great enriching value-add to whoever decides to pursue this."
Welcome to OAWA, an exclusive Private Wealth Management Firm in India that presents comprehensive Wealth Management courses. Our Chartered Wealth Manager Course, open in Mumbai, provides outstanding education and training for aspiring wealth managers.
At OAWA, we understand the value of personalized asset management. Our Private Wealth Asset Management course is tailored to meet your unique financial goals, ensuring your wealth is managed efficiently and effectively.
Embrace the future with our CWM Classes in Mumbai to access professional advice and manage your portfolio from the convenience of your house, ensuring your financial well-being is always a click away.
We believe in making quality education accessible. Our Chartered Wealth Manager Course Costs are competitively priced, assuring you receive sufficient value for your investment in the future.
Discover the path to financial empowerment with OAWA, your trusted guid in wealth management. Join us today and take the first step towards securing a prosperous future with our expertly designed wealth management courses.
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.
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.
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.
Core Competency - Investment Banking, Portfolio Advisory, Tax Consulting, Valuation Models, Derivative Strategies Accounting & Finance Consultant – Corporate Finance & Laws, Tax laws, Bank Audits, GST, Risk Management, Trade Finance, Forex, Derivatives, IFRS, Accounts & Taxation Account Planning, Monitoring of Finance and Audits, Financial Project Analysis, Budgeting, Forecasting and Financial Management.
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.
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.
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 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.
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. Shrivastav 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 (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 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.
He has over 38 years of experience in Banking, Insurance and Financial Services sector (BFSI) which includes over 16 years of teaching and training experience. He is presently associated/empaneled as Corporate Trainer with NISM-SEBI, NSE, ICICI Prudential Asset Management Company, ICICI Securities and American Academy of Financial Management (AAFM), India. He is Visiting Professor at Narsee Monjee Institute of Management Sciences (NMIMS), Hyderabad &campuse, IIRM-Hyd., ESCI –ISTTM, Aurora's Business School.
He is a qualified Fellow of Insurance Institute of India, Associate of Indian Institute of Banking & Finance (CAIIB), Chartered Wealth Manager (CWM) from AAFM-USA, Certified International Wealth Manager (Moody’s Analytics & AIWM) and Certified Investment Advisor (CIA) from NISM.
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