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Unit 1 — Overview of Indian and Global Financial System
Unit 2 — Concept of Wealth Management
Unit 3 — Life Cycle Management
Unit 4 — Measuring Investment Returns in Wealth Management
Unit 5 — Investment Vehicles of Wealth Management
Unit 6 — Managing Investment Risk in Wealth Management
Unit 7 — Indian Tax Laws
Unit 8 — Legalities in Wealth Management
Unit 9 — Role of Wealth Management in Banking
Unit 10 — Intergenerational Wealth Transfer & Tax Planning
Unit 1 — Equity Analysis
Unit 2 — Use of Alternative Products in Wealth Management
Unit 3 — Use of Behavioral Finance in Wealth Management
Unit 4 — Real Estate Valuation and Analysis
Unit 5 — Loan & Debt Management
Unit 6 — Portfolio Management Strategies
Unit 7 — Relationship Management by a Wealth Manager
Unit 8 — International Taxation and Trust Planning
Unit 9 — Wealth Management Planning
Unit 10 — Advanced Wealth Management

 

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