Master comprehensive wealth management strategies for HNI clients and build a successful career in private banking and wealth advisory
India's wealth management industry is growing at 15% annually with increasing demand for qualified professionals
India's HNI population is growing rapidly, creating massive opportunities for wealth managers
Wealth managers earn attractive salaries with performance-linked incentives and commissions
Work with high-net-worth individuals and build long-term relationships with elite clients
Master all aspects of wealth management from client profiling to portfolio construction
Behavioral finance, risk profiling, and client segmentation
AML guidelines, client onboarding, and regulatory requirements
Communication skills, trust building, and long-term client management
Fiduciary responsibilities, conflict of interest, and ethical standards
Cash flow analysis, net worth statement, and financial goal setting
NPS, pension plans, retirement corpus calculation, and withdrawal strategies
Child education funding, education loans, and education savings plans
Tax-efficient investments, deductions, exemptions, and tax planning tools
Stock selection, sector allocation, and equity portfolio strategies
Bonds, debentures, debt mutual funds, and fixed income strategies
Real estate, private equity, hedge funds, commodities, and structured products
Asset allocation strategies, performance monitoring, and rebalancing techniques
Life insurance, health insurance, general insurance, and risk coverage assessment
Wills, trusts, succession planning, and wealth transfer strategies
SEBI regulations, RBI guidelines, and compliance requirements for wealth managers
Digital platforms, robo-advisors, and technology tools for wealth management
Comprehensive coverage of all wealth management services
Residential & commercial real estate investments, REITs, and property portfolio management
Art, jewelry, vintage cars, yachts, and other luxury assets for ultra-HNI clients
Global diversification, offshore investments, and international tax planning
Customized banking solutions, credit facilities, and exclusive services for HNI clients
Charitable trusts, foundations, and strategic philanthropy planning for wealthy families
Comprehensive family office setup, governance, and multi-generational wealth management
Structured program designed for aspiring wealth management professionals
+ GST
₹65,000 Save ₹10,000
Step-by-step approach to managing client wealth
Comprehensive understanding of client's financial situation, goals, risk appetite, and preferences through detailed questionnaires and interviews
Detailed analysis of current financial position, cash flows, liabilities, and setting SMART financial goals with time horizons
Creating a formal document outlining investment objectives, constraints, asset allocation strategy, and rebalancing guidelines
Strategic asset allocation, security selection, and portfolio construction based on client's risk profile and investment objectives
Executing the investment plan, setting up accounts, and implementing the portfolio strategy across various asset classes
Regular performance review, portfolio monitoring, and rebalancing to maintain target asset allocation
Periodic client reviews, performance reporting, and strategy adjustments based on changing circumstances
High-growth career opportunities after certification
Manage HNI relationships in private banking divisions of leading banks with minimum AUM requirements
Provide comprehensive wealth management services including investment, tax, and estate planning
Manage investment portfolios for HNI clients, institutions, and family offices
Work with ultra-HNI families to manage multi-generational wealth and family governance
Specialize in advising clients on luxury investments like art, jewelry, and collectibles
Advise NRI clients and Indian HNIs on international investments and offshore planning
Learn from wealth managers with 20+ years experience managing portfolios worth ₹500+ crores
Work on actual HNI client cases (anonymized) to understand real-world wealth management challenges
Visit private banking divisions, family offices, and wealth management firms for practical exposure
100% placement assistance with leading private banks, wealth management firms, and family offices
Join India's most comprehensive wealth management certification program. Limited seats for the upcoming batch.
For admissions: 9594577823 | WhatsApp: 9594577823