Level : Executive 
Mode : Live Virtual Classroom
Batch Starts : 10th August 2024 
Duration : 4 Months ( 2 Hours on Saturday and Sunday) 
Master Your Wealth: A Comprehensive Wealth Management Program
This program equips you with the knowledge and skills to effectively manage your finances. We cover a wide range of financial disciplines, from investment strategies to tax planning, to help you achieve your financial goals.
All-Encompassing Approach
Wealth management goes beyond just investing. We'll explore financial planning, legal considerations, accounting and tax strategies, and retirement planning to create a holistic financial blueprint.
Actionable Knowledge
Gain practical insights you can use right away to make informed financial decisions.
Investor, Advisor, Organization
Whether you're an individual investor, a financial advisor, or part of an organization, this program offers valuable knowledge applicable to various financial roles.
Individuals seeking to take control of their finances and build wealth.
Professionals wanting to enhance their wealth management knowledge.
Anyone interested in pursuing a career in wealth management.
Gain a solid foundation in wealth management concepts, client segments, career paths, and industry trends in India.
Learn to create a personalized wealth management plan encompassing financial goal setting, opportunity & risk analysis, plan development, implementation, and review.
Master the art of security analysis (fundamental & technical) and portfolio construction, including risk management, diversification, asset allocation, and various investment strategies.
Deep dive into popular investment options like mutual funds, exchange-traded funds (ETFs), and insurance, along with their functionalities and selection methods.
Explore risk identification, measurement, transfer, and financing techniques to build a robust risk management plan for your portfolio.
Learn about retirement planning principles, steps to create an ideal retirement corpus, and factors to consider when calculating your retirement needs.
Explore alternative investment options like derivatives, hedge funds, private equity, and commodities to diversify your portfolio and mitigate risk.
Gain insights into income tax structures, filing returns, tax planning strategies, and estate planning to ensure smooth wealth transfer.
Build a strong foundation in wealth management principles and practices.
Develop a personalized wealth management plan to achieve your financial goals.
Master investment analysis techniques to make informed investment decisions.
Construct well-diversified portfolios to manage risk and optimize returns.
Explore alternative investment opportunities for portfolio diversification.
Understand tax implications and develop tax-efficient wealth management strategies.
Interact with instructors and classmates in real-time, bringing the energy of a classroom to your place.
Gain practical knowledge from industry experts who guide you and answer your questions directly.
Apply your learning to real-world scenarios, solidifying your understanding with practical examples.
Earn credentials valued by employers, giving you a competitive edge in the job market.
Regular guest lectures and workshops by industry professionals provide insights into current trends, best practices, and real-w…
Rs. 40,000/- + GST
This program is designed for individuals interested in building a strong foundation in wealth management. Whether you're a recent graduate, a young professional, or someone looking to take charge of your finances, this course equips you with the knowledge and skills to navigate the world of wealth creation and management.
This program goes beyond basic financial planning. It delves into investment analysis, portfolio construction, risk management strategies, and alternative investment options, providing a comprehensive understanding of wealth management in the Indian context.
Yes, the program has assignments and evaluation and candidates successfully completing program get the professional certificate from Talent Skillsvarsity.
This program empowers you to create a personalized wealth management plan, analyze investment opportunities, and build a diversified portfolio. You'll gain the confidence to make informed financial decisions and achieve your long-term financial goals.
We offer several convenient payment options. You can pay online through our secure payment mode by clicking on Apply Button thru credit card, debit card, UPI or net banking. We also accept offline payments through bank transfers. Please Click here to go to our registration page for making your payment.
We understand that unforeseen circumstances may arise. All our online classes are recorded and uploaded to the learning management system within 72 hours. You can revisit the missed class recording at your convenience and catch up on the material. Additionally, instructors are available to answer any questions you may have about the missed session.
Yes, we do provide special fees based on your profile, we recommend you checking with our counsellors Click Here to get a call. However, do remember that such special fees are for limited period.
Upon enrollment, you'll receive full access to the LMS, and reading material, presentations, assignments are made available as you go thru your course. You can access the course for a period of [1 Year]. This allows you to revisit the content and reinforce your learning throughout the access period.
We understand that learning comes with questions. This program offers multiple avenues to address your doubts. You can participate in live Q&A sessions with instructors during online classes. Additionally, you can post your questions thru email and receive answers from instructors.
The training was a fantastic learning experience.
The masterclass cleared my doubts and helped me gain lots of knowledge about finances
It was awesome to learn at Talent Skillsvarsity. The faculties were industry experts who demonstrated real-world insights and examples. Overall, it was a fantastic learning experience.
Attending Talent Skillsvarsity was an exciting journey where I gained invaluable knowledge and skills that have propelled my personal and professional growth to new heights.
Enrolling in Talent Skillsvarsity was the best decision I made for my education, offering exceptional resources and mentorship
Thanks to Talent Skillsvarsity, I've gained exposure to the financial markets domain, and it was an eye-opening training on the dynamic financial markets industry
At Talent Skillsvarsity, I found not only academic excellence but also a community that fostered collaboration and innovation, preparing me for the challenges ahead.
The workshop was good. Q&As ke¬pt me engaged. The¬ online session had strong interaction. Le¬arning about investing was helpful. I'd suggest this class.
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