Wealth Management: A Practical Approach
Conscious understanding about wealth management.
To empower the participant to understand the importance of managing personal and family wealth.
Understanding the risk against various factors including the creditors. And tools to cover all sorts of risks.
Highlight of the program:
Live case studies.
To become wealthy, one need not to only earn more but to manage the wealth wisely.
It is not important that how many times your decision was right and how many times it was wrong. It is more important that when it was right, how much wealth was created and when it was wrong, how much wealth eroded. Successful wealth manager is not who earns well but it is who remains above the benchmark level.
After a creation of wealth, it is far more important to protect the wealth
and by managing the wealth in planned manner more wealth can be created
from the wealth itself.
To understand risk areas and process of eliminating or reducing the risk,
since there are various types of risks associated with all financial
To understand the importance of most important financial goal of an
individual, which is retirement? This module further helps to know the
various ways to plan for golden years.
To have knowledge of different financial products and their characteristics. Depending on the risk profile and age, asset allocation
should be done in different asset classes
This module will gives an overview of various tax provision and tax benefits associated with various financial products.
To understand individual risk taking capacity and categorize investment risk into conservative, moderate and aggressive. This module will give broad overview of various financial products under different asset class.
To understand the importance of succession planning through different types of will or trust and knowing important and relevant provisions of succession act.
The entire approach & methodology will be very practical in nature with case studies done on the spot without any Pre-Scripting
Equity Fund Managers, Equity Analysts, Corporate Finance professionals, Mutual Funds, Broking, Houses, Financial Institutions, Equity Trader, Treasury Managers, Strategist, Consultants, High Net worth Investors, Students, Researcher & Retail Investors.
1 Day10.00 am to 5.30 pm
Rs. 9,000.00 + Applicable Service Tax per participant inclusive of tuition fees, and (morning / evening) refreshments only.
For further details regarding contents,