14 modules
Interactive sessions
Expert Coaching
Doubt Resolution
Access to eLibrary
Program Overview
The Wealth & Investment Strategy – Expert Program is a meticulously crafted educational journey spread over 3 months, aimed at individuals who aspire to achieve intermediate proficiency.
This program bridges the gap between basic understanding and advanced wealth management strategies, enabling learners to navigate the complexities of investments and financial planning.
Curated for those seeking to achieve proficiency in building wealth through investments
Early-career professionals
Skill advancement seekers
Finance-savvy Entreprenuers
Skill advancement seekers
Modules
Month 1: Foundations of Wealth Management
- Savings, Investment & Speculation
- Converting savings into investment for long-term wealth creation
- 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
Month 2: Mastery of Portfolio Management
- 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
- The practical approach
- Using bottom-up and top-down methodology
- Modern evaluation methods
Month 3: Risk, Alternatives and Wealth Preservation
- 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
- Constructing a comprehensive portfolio
- Tracking a portfolio
- Evaluating performance of a portfolio
- Rebalancing a portfolio
- ESG integration and impact investing
