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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 Faculty
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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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
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OAWA in Media
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.

NSE Academy certified 6-month programme in Wealth Management launched

OAWA Investment Education, an online education academy has launched OAWA-NSE Academy co-certified 6-month programme in Wealth Management.