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:
Practical approach.
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.

1. Importance of wealth management

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.

2. Risk Management & Protection of wealth

To understand risk areas and process of eliminating or reducing the risk, since there are various types of risks associated with all financial products.

3. Retirement Planning and way to creation of wealth for retirement

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.

4. Asset Allocation & Building your Financial Home

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

5. Tax Planning

This module will gives an overview of various tax provision and tax benefits associated with various financial products.

6. Risk Profiler & Overview of 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.

7. Estate Planning

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

Participants attending the entire course shall be eligible to receive Participation Certificate from the BSE Institute Ltd.

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 Day
10.00 am to 5.30 pm

Rs. 9,000.00 + Applicable Taxes per participant inclusive of tuition fees, and (morning / evening) refreshments only.

For further details regarding contents,
E-mail: training@bseindia.com