Wealth Management
| Start Date: | Aug 29, 2025 | End Date: | Aug 31, 2025 |
| Last Date for Application: | August 18, 2025 | Last Date for Early Bird: | August 8, 2025 |
| Programme Fee: |
120000 INR Plus, GST |
Early Bird Fee: |
111600 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 is tailored specifically for Indian markets, drawing insights from global trends. The programme addresses the unique challenges faced by family offices, high net worth individuals (HNIs) and institutional investors in preserving and growing wealth amidst the evolving financial landscape.
Designed for 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.
For more information or any questions, contact Ms. Ifat Sheikh: ifat-exed@iima.ac.in | +91 70690 29949
The main objective of this programme is to bring 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:
(1) Tangible insights into the evolving role of wealth manager in international and Indian contexts
(2) Perspectives to become a successful wealth manager in today’s volatile and uncertain world
(3) Tools and frameworks for managing wealth across generations
(4) Comprehensive knowledge of investment solutions for HNIs and Ultra-HNIs
- An industry overview of private wealth management
- Wealth preservation strategies and management tactics
- Strategic asset allocation: Investment strategies and asset classes
- Factor investing
- Art and luxury goods as investment vehicles
- Role of derivatives and real estate
- Intergenerational wealth planning*
- Behavioural considerations of wealth management
*This programme does not cover tax, trust and estate planning
This programme is ideal for professionals in:
- Wealth management firms
- Private family offices
- Asset management companies
- Endowments and charitable foundations
- Institutional investors
- Financial advisors managing the assets of HNIs and UltraHNIs
- New age entrepreneurs
The course would be entirely based on cases drawn from real world problems faced by large investment houses, wealth management firms, HNIs, and family offices. The programme will also include lectures by industry experts.
