The Wealth Management Program is a specialized training initiative designed to develop future-ready professionals for high-growth careers in wealth advisory, investment management, and financial planning.
This program equips candidates with practical skills in client profiling, mutual funds, insurance, investment strategies, portfolio management, and regulatory compliance. With a mix of technical and relationship management training, learners are prepared to assist affluent clients and emerging investors with tailored financial solutions.
Delivered under the Hire-Train-Deploy (HTD) model, the program blends theory, case studies, simulations, and placement support to ensure career readiness from Day One.
Key Benefits
Deep understanding of financial products – mutual funds, SIPs, insurance, bonds
Training on portfolio diversification and wealth preservation
Skills in relationship building and client need analysis
Compliance knowledge (SEBI, AMFI, IRDAI)
Career-focused certification with placement assistance
Core Training Modules
Introduction to Wealth Management & Private Banking
Indian Financial Markets Overview
Mutual Funds, SIPs & Systematic Investing
Insurance (Life, Health, ULIPs) & Risk Planning
Portfolio Management & Asset Allocation
Financial Planning & Retirement Solutions
Regulatory Guidelines (SEBI, AMFI, IRDAI)
Client Acquisition & Relationship Handling
Soft Skills, Sales Pitch & Interview Preparation
Eligibility Criteria
Graduates / Postgraduates (any stream)
Age: 21–32 years
Interest in finance, sales, or advisory roles
Strong communication and interpersonal skills
AMFI/NISM certification preferred (can be included during training)
