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Wealth Master –
workshops
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Wealth Master –
workshops
What is the Program all about?

These weekend workshops will introduce the participant to the fundamental concepts and then into practical application through case studies.

Who is this Program for?

The Workshop is designed for learners looking for a concise but specific knowledge of the domain of wealth management. Participants can be from varied academic backgrounds but are recommended to possess some basic understanding of finance. Participants of the Wealth Management Introduction workshop is suited for a beginner in finance.

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Workshops
All these workshops will be conducted over weekends
Market Olympiad

Risk Capital and Fixed Income Valuation

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Investor Psyche - I

Risk Portrait & Financial Needs Analysis

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Investor Psyche - II

Estate Planning

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Whiz kid of risk

Derivatives & Hedging Techniques

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Money Matters

Retirement Planning

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Intern of Mint Street - I

Currency, Rates & Inflation

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Intern of Mint Street - II

Bullion & Immoveable Assets

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Intern of Mint Street - III

Wealth Management Introduction

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What should you expect?

The participants will take away finer nuances of the domain. Get introduced to the concept and build on fundamental knowledge. They should leave the Workshop by gaining the following:

  • Able to reason out the dynamics of the domain
  • Assess the risk and reward for this domain
  • Able to connect the dots and build a pattern
  • Articulate the thoughts in a structured manner
Program Highlights
  • Program Highlights
  • Concepts made easy
  • Case studies
  • Interactive live classes
  • Distinguished Faculty
Fee Structure
Course Fees
Early Bird Offer ₹ 9,999 ₹ 3,999/- (Inclusive of GST)
Market Olympiad
Workshop
Risk Capital and Fixed Income Valuation
Day - 1
Cash Flow/Earnings/Valuation Concept/Basic Technical /Market Valuation & Case Study
Day - 2
Price Yield Relationship/Determining Spot and Forward Rates/Concept of Duration & Convexity/Case Study
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Investor Psyche - I
Workshop
Risk Portrait & Financial Needs Analysis
Day - 1
Behavioural Economics/Risk Profiling Tools/Factors Influencing Risk Profile
Day - 2
Financial Goals/Goal Setting/Questionnaire & Case Study
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Investor Psyche - II
Workshop
Estate Planning
Day - 1
Risk Profile Analysis, Tools of Estate Planning
Day - 2
Private Trusts/Wills/Taxation/Succession Service/Case Study
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Whiz kid of risk
Workshop
Derivatives & Hedging Techniques
Day - 1
Types of Derivatives (Equity/Debt/currency), Pricing
Day - 2
Hedging & Trading Strategies/Practical Application
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Money Matters
Workshop
Retirement Planning
Day - 1
Questionnaire/Risk post-retirement/Building a Retirement corpus/Post Retirement Asset Allocation Methodology
Day - 2
Case Study
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Intern of Mint Street - I
Workshop
Currency, Rates & Inflation
Day - 1
Spot and Forward Currency, Cross Currency, Investment Risk & Return due to currency fluctuation/Case Study
Day - 2
Determinants of Inflation/Interest & Inflation Relationship/Currency & Interest Rate Relationship/Asset Prices
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Intern of Mint Street - II
Workshop
Bullion & Immoveable Assets
Day - 1
Price Relationship between Equities, Bonds & gold, Valuation/ Case Study
Day - 2
Determinants of Real Estate Prices/ Role of Real Estate in the portfolio/Market Dynamics/REITs/Case Study
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Intern of Mint Street - III
Workshop
Wealth Management Introduction
Day - 1
Overview of financial market/Economics/Balancing the books
Day - 2
MF Industry/Insurance Industry/Portfolio Creation/Evaluation of Investment
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OAWA is an online education academy founded by investment professionals and academicians. We are on a mission to serve as a platform to help learners expand.

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