Managing Investment for Wealth Creation


This program is targeted to equip participant for creating wealth by managing investments using a scientific approach focused on long-term wealth creating by overcoming the psychological issues of greed and fear associated with investments.

  • Investment environment and dynamics of investments
  • Understanding equity investments: P/E ratio, Indexing, myth of timing the market etc. Understanding equity investments: P/E ratio, Indexing, myth of timing the market etc
  • Understanding science of investment to overcome Fear-Greed trap
  • Comparing investment alternatives based on Return, Risk, Maturity, Liquidity and Tax treatment
  • Understanding process of individual risk profiling and strategic asset allocation
  • Creating wealth beyond market cycles using Rupee cost averaging (SIP) & Value Averaging (STP)
  • Importance of goal based financial planning using insurance, ULIPs, mutual funds, ETFs, Real Estate, Gold and alternative investments
  • Case Study on a comprehensive cash flow based financial planning for wealth creation
  • Anyone who is interested in his own financial well being by managing his investment in a systematic manner
  • Employees of banks handling wealth management and investment desk
  • Stock brokers and employees of brokerage houses who want to turn themselves into financial supermarket
  • Graduates in any discipline who wants to make their career in the area of Investment & wealth management
  • HNIs, house wives and any individual who wants to learn about Investment management
  • 1 days
    10.00 am to 5.30 pm

    Rs. 4,000.00 + Applicable Taxes per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.

    For further details regarding contents,