3 months
15+ Case Studies
Coaching by Industry Professionals
Alumni Status
eLibrary
Blend of Technical and Soft Skills
Program Overview
The “Integrated Wealth & Asset Management Program” is a tailored educational experience designed to empower professionals with advanced wealth management strategies and asset management techniques.
The curriculum is structured to refine skills in AUM growth, market analysis, client communication, and sales methodologies, catering specifically to wealth managers, bankers, and financial advisors seeking to excel in today’s dynamic financial landscape. The program aims to build proficiency in creating sophisticated investment portfolios, client relationship management, and understanding market movements for strategic decision-making.Learning Objectives
- To develop a nuanced understanding of various investment vehicles and wealth management strategies
- To enhance skills in assessing economic and market trends for informed financial planning
- To learn advanced portfolio construction and asset allocation techniques for diversified investments
- To master client relationship management for improved client acquisition and retention
- To acquire effective communication strategies tailored for the wealth management industry
- To understand and apply ethical practices within wealth management and financial advising
Instructors
Learn from India’s top finance faculty and industry leaders. Our faculty members are industry veterans and have worked on a variety of portfolios.
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.
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). He has over 18 years of experience in the fields of Equities, Mutual Funds, Derivatives, Fund Management and Research etc
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.
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. She is an expert in Corporate Governance, Financial Markets and authored books and several research papers.
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.
Modules
Month 1
- Savings, Investment & Speculation
- How to convert savings into investment for long-term wealth creation
- Techniques for high-net-worth individuals
- Its impact on investments and wealth creation
- Case studies on long-term wealth impact
- Economic Growth
- Inflation
- Policy Actions
- Global market trends
- Equity as an asset class
- Debt as an asset class
- Practical nuances of asset allocation
- Dynamic allocation strategies
- Types of Mutual Fund
- Use of MF as an investment tool
- How to select a Mutual Fund
- Insights on ETFs and index funds
- Selection of debt and equity schemes
- Monitoring the portfolio
- How to evaluate the performance of a portfolio
- How to calculate investment returns
- Tax-efficient investment strategies
Month 2
- Using bottom-up and top-down methodology
- Modern evaluation methods
- Strategies for debt investments
- Strategies for equity investments
- Derivative instruments for hedging
- Ways to take exposure in gold
- Ways to take exposure in real estate
- Other unconventional assets
- Life Insurance
- Health Insurance
- Vehicle Insurance
- Home Insurance
- High-value asset protection
- Constructing a comprehensive portfolio
- Tracking a portfolio
- Evaluating performance of a portfolio
- Rebalancing a portfolio
- ESG integration and impact investing
Month 3
- Inter-generational wealth management
- Latest in trust structures
- Client Connect Protocol
- Client Retention Strategy
- Key traits needed to start a career as a financial advisor
- Personal branding and online presence
- As an Employee
- As an Entrepreneur
- Explore new age opportunities
- The practical approach
- Develop advanced communication and negotiation skills
Case Studies
Learn how to identify trading platforms for trading of debt instruments and find the details of the debt instruments from the platform
Learn how to read the historical risk/volatility of assets and mix multiple assets in a portfolio to get the benefits of diversification
Learn how to identify trends of investments across the MF products to figure out investor preference over various market cycles
Learn when and why to invest in close-ended products across multiple interest rate cycles and compare them with traditional investment options
Learn how to select a fund from a bouquet of funds and then build in the process of reviewing the performance of the fund
Learn how to read the term sheet of a bond and look for the essential details
Learn the finer nuances of the relationship between bond prices and bond yields and the shape of the price/yield curve and calculate the price from yield and vice-versa. Draw up cash flows of bonds from the terms of the bonds.
Calculation of price of bonds and money-market instruments based on the terms of the instrument
Learn the sensitivity analysis of yield changes on the price of a bond through use cases with the use of duration
Learn the use of the DCF model on the use case and compare the valuation of equity stocks and Reliance Industries
Use cases for understanding P/E and P/B
Learn the myth around timing the market and time spent in the market
Learn how to build a comprehensive portfolio tracker covering bonds, equity and commodities and insurance
Use a comprehensive real-life case study of a young couple with dependent parents and build their full-life comprehensive portfolio covering equity, MF, commodity, crypto, and insurance. The goals stretch from near term to long term post-retirement and up to the age of 80 years
Student Testimonials
Babita Malhotra
Financial Advisor
Dhruv Khule
Financial Advisor
Rohit Singh
PGIM MF
Unlock Financial Mastery with Integrated Wealth and Asset Management Training
Today’s volatile financial environment makes money management essential. Financial proficiency seekers look to the Integrated Wealth and Asset Management Program. This revolutionary Money Management Training course combines money management basics with wealth-building tactics for personal and professional financial success.
1. Tailored Learning Experience: Crafted meticulously for both novices and seasoned investors, ensuring relevance and applicability.
2. Expert-Led Insights: Gain from the wisdom and experience of industry leaders, offering actionable knowledge.
3. Strategic Frameworks: Learn to navigate the complexities of the financial world with confidence and competence.
This theory-practice curriculum is essential for financial literacy improvement. It teaches individuals how to manage and increase their assets for financial security.
Our objective is to enable people to manage their finances. It’s a life-changing Money Management Course that helps you become financially independent and wealthy. Join us to achieve financial success.
