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Executive program In Wealth Management


  • Level : Professional
  • Mode : Online
  • Eligibility : Graduate
  • Duration : 9 Months
  • Location : Mumbai
  • Batch Starts : Oct'22

Course Description

Wealth Management utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage wealth. This program on wealth management is tailored to the needs of investors, advisors or organizations and will deliver knowledge for immediate impact. Effective investment management is critical and this course encompasses all the aspects in wealth management.

Explore the latest industry strategies, evaluate and implement innovative investment approaches and analyze key industry trends and challenges with this program. The prime focus of this program is to optimize your strategic edge by focusing on asset management, business strategy and development, and investment strategy and execution.

The finance industry is constantly evolving, gain fresh insights on wealth management from the best faculties and industry experts by enrolling for this program. To know more

Objective of the Course

  • To be able to respond to the problems posed by the Financial Services Sector's changing nature.
  • To get a thorough understanding of the key vocabulary, concepts, theories, and principles of wealth management
  • To put their theoretical knowledge and talents into practise, both for themselves and for their clients.
  • Tailored to meet the needs of investors, advisors or organizations
  • Will deliver knowledge to become a wealth manager
  • Systematic approach to wealth management

Course Syllabus

  • Wealth Management
  • Wealth Management Process
  • Mutual Funds
  • Indian Tax Laws & Legalities in Wealth Management
  • Portfolio Management
  • Equity Analysis
  • Risk Management
  • Alternate Products In Wealth Management

Partner / University

BSE Institute Limited (BIL) is a wholly owned subsidiary of BSE Ltd. BIL inherits from BSE the knowledge and insights into the capital markets industry, garnered over the past 146 years. BSE Institute Limited offers a bouquet of courses related to financial markets for students interested in achieving and upgrading their skills in this field, ranging from Master’s program from Mumbai University, International PG programs and more than 100 plus short term certification courses in classroom & online mode. BIL is also involved in some special initiatives like BFSI Sector Skill Council of India, BSEVarsity.com and Zone Startups. BSE Institute Limited was assessed and certified with ISO 9001:2008.

mumbai University

Key Takeaways

  • Gain foundational knowledge and techniques to gauge opportunities optimize portfolios
  • Understand Tax planning and tax minimization strategies
  • Know compliance with Regulatory Requirements and an understanding of trends
  • Establishing and implementing wealth accumulation and management strategies
  • Gain Certification from BSE Institute Ltd
  • Key vocabulary, concepts, theories, and principles of wealth management

Program Highlights


300+ world class practitioners
as faculty members

Our trainers and coaches are experts in their fields of study, with intensive knowledge
and industry experience that guide
their teaching methodologies.


Cutting edge curriculum

Each course is designed by industry-experts aligned to market demand.


Learning Design

Learn what is necessary, experiential
and hands on.


Globally recognized

Certifications recognized not just in
India but globally.


Gateway to International opportunities

Build your learning credentials and use them for pathways to International Universities.


Iconic Campus

Iconic building and a place to meet merchant bankers regulators, market gurus to expand your network.

Participant Testimonials


Sister Nivedita University
IIT Madras
St. Xavier College, Ranchi
Teerthankar Mahavir University (TMU)
University of Petroleum & Energy Studies (UPES) School of Business
IIM Lucknow
University of Otago
Western Sydney University, Australia
Dublin City University, Ireland
University of Canterbury, New Zealand
Gannon University, USA
Ohio University, USA
Chitkara University
Simon Fraser University, Canada
Homi Bhabha State University (HBSU)
Mumbai University
Techno India Group
IU International University of Applied Sciences, Germany
Rennes School of Business, France
Shaheed Sukhdev College of Business Studies
Manav Rachna Vidyantariksha
GLA University
Sister Nivedita University


BNP Paribas
Morgan Stanley
Axis Bank
Motilal Oswal
V Createk
Standard Chartered Bank
Angel Broking
Anand Rathi