Wealth Management (Mumbai)
| Start Date: | Jan 31, 2025 | End Date: | Feb 1, 2025 |
| Last Date for Application: | January 17, 2025 | Last Date for Early Bird: | January 10, 2025 |
| Programme Fee: |
95000 INR Plus, GST |
Early Bird Fee: |
88350 INR Plus, GST |
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Pay Now |
As India’s economy rapidly expands, so does the demand for sophisticated wealth management strategies. With a growing number of ultra-high-net-worth individuals, family offices, and institutional investors, wealth management has become a cornerstone of the Indian financial services sector. This Executive Education Programme, hosted at the iconic Hotel Taj Lands End, Mumbai, is tailored specifically for Indian markets, with insights into global trends. The programme addresses the unique challenges faced by family offices, endowments, and institutional investors in preserving and growing wealth amidst India’s dynamic financial landscape.
Designed for senior fund managers, wealth advisors, and family office executives, this programme delves into cutting-edge strategies for wealth preservation, asset allocation, and portfolio management— providing them with actionable insights and a competitive edge in India’s dynamic financial landscape.
The main objective of this programme is bringing together experienced and young professionals as well as family office personnel involved in private wealth management, single/multiple family office asset management and sovereign wealth funds and provide them with:
- Tangible insights into the evolving role of wealth manager
- Perspectives to become a successful asset manager in a today’s volatile and uncertain world
- Tools and frameworks for managing wealth across generations and economic cycles.
Comprehensive knowledge of investment solutions for wealthy families, endowments and sovereign wealth funds.
- An industry overview of the private wealth management
- Wealth preservation strategies and management tactics
- Sovereign wealth and endowment management approaches
- Strategic asset allocation: Investment strategies, asset classes, and factors
- Art and luxury goods as investment vehicles
- Role of derivatives, structured products and insurance
- Philanthropy and socially responsible investing
This programme is ideal for senior professionals in:
- Private family offices
- Wealth management firms
- Endowments and charitable foundations
- Institutional investors
- Financial advisors managing the assets of high-net-worth individuals
The course would be entirely based on cases drawn from real world problems faced by large investment houses, family offices, endowments and sovereign wealth funds. The programme will also include lectures by industry experts.
