Wealth Management

Wealth Management is a service that gives you financial and investment advice, accounting and tax services, retirement planning, legal and real estate planning for a specific fee. The ultimate goal of working hard and earning money is so that we can have a peaceful and wealthy lifestyle later. But a lot of times we don’t know how to grow our wealth to achieve those goals. It requires a lot of planning, investment, right information and discipline. This is where wealth management comes in handy and makes your life easier. It is a long term process that helps your money grow over a period of time. This program ensures to cover all the basic and advance concepts of managing someone’s wealth by taking care of each and every aspect needed to give financial and investment advice. This program is designed to suit the needs of young graduates who have passion in learning about the world of finance and develop a career in the same. The curriculum is developed and delivered online by top academicians and Industry experts with extensive experience in this field. The program has assignments, project work for a better understanding of the concepts

Course Start Date

18th July 2020


6 Weeks

Mode of Delivery

Online Instructor Led

About the Program

6 Course in One Programs
About Course

Wealth Management is a service that gives you financial and investment advice, accounting and tax services

6 Course in One Programs
Dedicated Career Assistance

Get 1:1 career counselling and mock interview sessions with hiring managers. Further your career with our 1000+ hiring partners.

6 Course in One Programs
Curated Mentorship

Work with a dedicated student mentor providing support with every step of the way. Get expert advice on the right career path

Key Highlights

Get Certified from Jain (Deemed-to-be university)
Curriculum designed by Academia & Industry
Instructors from Jain (Deemed-to-be University) and Industry
Master Classes – Well Crafted Webinars and Workshops delivered by Industry Experts
Access to the latest tools and techniques along with their business applications
Weekly Assignments for better understanding of concepts
30 Hours of Project Work
Curated Mentorship
24*7 LMS Support
Access to 30 Hours of Career Building Soft Skill Self-Paced Content
Dedicated Career Assistance – Webinars on Personality Development & 1:1 Career Counselling Sessions
100% Placement Assistance

Who Can Take This Program

Graduates who want to start a career or entry level working professionals who want to upskill and add to their expertise can join this course.

  • Working Professionals (upto 2 years of work experience)
  • Graduate


  • Introduction to Financial Market
  • Economic Environment and Indicators 
  • Equity Investment
  • Debt Management 
  • Mortgage loan and Consumer Loans
  • Monetary Policy
  • Budgeting
  • Cash Flow and Budgeting
  • Concept of Behavioral Finance
  • Concept of Insurance
  • Principles of Insurance
  • Risk Management
  • Difference between Insurance and Hedging
  • Asset Valuation and Rate Making
  • Insurance Policy Analysis
  • Life Insurance Analysis
  • Insurance - Need Based Approach
  • Types of Life Insurance Policy
  • Bonus in Life Insurance Policy
  • Surrender Value
  • Retirement Benefits
  • Employee Benefits
  • Time Value of Money and its Application
  • Provident Fund
  • Pension
  • Gratuity
  • Leave Encashment
  • Public Provident Fund and Loan Against PPF
  • New Pension Scheme
  • Classification of Fixed Income Securities
  • Mutual Fund Products
  • Equity/Debt Vs Mutual Fund
  • Classification on the Basis of Asset Classes
  • Debt Funds
  • Derivatives
  • Futures
  • Options
  • Intrinsic Value and Time Value
  • Diversification Strategies
  • Analysis of Returns
  • Equity Evaluation
  • Bond Valuation
  • Investment Strategies
  • Valuation Ratios
  • Tax System & Direct Taxes
  • Residential Status & Scope of Total Income
  • Income from Salaries
  • Income from House Property
  • Income from Other Sources
  • Income from Business Profession
  • Capital Gains
  • Agricultural Income
  • Clubbing & Set-off and carry forward of Losses
  • Deductions
  • Exempt Income
  • Estate Planning
  • Will
  • Power of Attorney
  • Trust

Download Brochure for more information about the program

Course Outcome

Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management

Relating these conceptual frameworks to dimensions of practical areas on the ground.

Engage with the complex financial markets, human attitudes and investment lifecycles.

The program through its rigors and practical orientation prepares the students to apply the concepts and skills developed in the program in actual work environment.

Career Support

Attend innovative job fairs organised every 2 months across the country. Join in our recruitment drives with top tech companies looking for highly trained professionals.

Program Fee


Net Banking

Debit / Credit card

Demand Draft

Financial Aid

*Condition Apply. Please reach out to the admissions team for more details

Orientation and Batch Start Date

Online Instructor Led Mode


16th July 2020

Batch Start

18th July 2020

Our Hiring Partners

We collaborate with top companies spanning various industrial segments, business models, and sectors.
Our 500+ hiring partners offer students job openings across multiple job roles to suit their skills.

Suitable Job Roles

Are you still confused
about selecting the right course?

We are here to assist you. Submit the form with all your details, and our
career counselors will get back to you at the earliest.