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.
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.
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. 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.
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.