Wealth Management

This module has been prepared with a view to provide a comprehensive and in depth knowledge about wealth management.

Why should one enroll in this course?
  • To have a comprehensive and broad based knowledge about wealth management.
  • To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services.
  • To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management.
Who will benefit from this course?
  • Students who are interested in this subject
  • Investors & Traders Lobby/li>
  • Financial Planners & Advisors
  • House-wife’s
  • Analysts
  • Equity Research professionals
  • Bankers & its Employee’s
  • Teachers & Professionals
  • Employees of Stock Broking Company
Course Details

Duration: 30 hours (15 days)

Fees: Rs. 15000/-

Refund of fees: Rs.5000/- if examination cleared in first attempt.

Second attempt for examination additional: Rs. 2100/-

Contents Of This Course

Day 1 – Introduction Financial Planning
  • Background
  • Role of Financial Planner
  • Financial Planning Process
  • Contract and Documentation
  • Client Data Collection
  • Client Data Analysis
  • Life Cycle
  • Life Cycle
  • Wealth Cycle
  • Risk Profiling and Asset Allocation
  • Systematic Approach to Investing
    1. Systematic Investment Plan (SIP)
    2. Systematic Withdrawal Plan (SWP)
    3. Systematic Transfer Plan (STP)
  • Financial Plan
    1. Goal-based Financial Plan
    2. Comprehensive Financial Plan
  • Financial Blood-Test Report (FBR)
  • Financial Planning in India
Day 2 – Wealth Management & The Economy
  • Financial Planning to Wealth Management
  • Economic Cycles and Indicaters
    1. Lag Indicaters
    2. Co-incident Indicaters
    3. Lead Indicaters
  • Interest Rate Views
  • Currency Exchange Rate
  • The Deficits
  • Dissenting Share-holders
    1. Revenue Deficit and Fiscal Deficit
    2. Current Account Deficit
Day 3 – Investment & Risk Management: Equity
  • Role of Equity
  • Active and Passive Exposures
  • Returns from Passive Exposure to S&P CNX Nifty
  • Sector Exposure and Diversification
  • Fundamental and Technical Analysis
  • Fundamental Valuation Approaches
  • Investment and Speculation
  • Leveraging
Day 4 – Investment & Risk Management: Debt
  • Role of Debt
  • Deposits and Debt Securities
  • Valuation of Debt Securities
  • Yields and Interest Rate Risk
    1. Interest Rate and Debt Investments
    2. Credit Exposure and Debt Investments
    3. Concentration Risk
    4. Passive Investments in Debt
Day 5 – Investment & Risk Management: Alternate Assets
  • Gold
    1. Role of Gold
    2. Gold Investment Routes
    3. Rupee returns from Gold
  • Real Estate
    1. Role of Real Estate
    2. Real Estate Investment Routes
    3. Real Estate Indices
Day 6 – Investment Products And Services
  • Derivatives
    1. Futures
    2. Options
  • Mutual Funds
  • Venture Capital / Private Equity Funds
  • Hedge Funds
  • Structured Products
  • Portfolio Management Services (PMS)
Day 7 – Investment Evaluation Framework
  • Risk-Return Framework
  • Risk-Return Framework
  • Standard Deviation
  • Beta
  • Risk Adjusted Returns
  • Sharpe Ratio
  • Sharpe Ratio
  • Treynor Ratio
  • Alpha
  • SSELECTIVVELLY-Invest Classification Scheme for Investment Products
Day 8 – Risk Profiling And Asset Allocation
  • Risk Profiling
  • Why Asset Allocation?
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Fixed Asset Allocation
  • Flexible Asset Allocation
    1. Fixed Asset Allocation with Annual Re-balancing
    2. Flexible Asset Allocation
  • Asset Allocation Returns in Equity, Debt and Gold
    1.  Fixed Asset Allocation with Annual Re-balancing
    2.  Flexible Asset Allocation
Day 9 – Risk Management Through Insurance
  • Risk Assessment
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Safeguards in Insurance
Day 10 – Elements Of Taxation
  • Previous Year and Assessment Year
  • Gross Total Income
  • Income Tax Slabs
Day 11 – Recap & Revision
Day 12 – Recap & Revision
Day 13 – Recap & Revision
Day 14 – Recap & Revision
Day 15 – Recap & Revision


1. 1. You are eligible for a refund until the course / specialization launches on the platform however kindly note 25% reduction will be done on the amount paid if applied for cancellation.

2. You are not eligible for a refund after earning a Course Certificate, even if you complete a course in a short period.

3. Rs.5000/- will be refunded as a token of reward if examination is cleared in first attempt.

Yes—to enroll in an individual course, search for the course title in the catalog.

Yes, kindly contact Nathani Finance

15 Days Classroom Training

1 Day for Examination

New Batch admission will start every month.

No specific background is required for this course, anybody can join having interest in this Industry.

Although you can take the courses in any order, however we do recommend that you follow the suggested sequence of courses

Yes, Successful candidates will be rewarded the Certificate by the below mentioned organisations post clearing the exams.

Nathani Institute Pvt. Ltd.

National Stock Exchange Ltd.