Wealth Management
| Start Date: | Jan 23, 2026 | End Date: | Jan 25, 2026 |
| Last Date for Application: | December 29, 2025 | Last Date for Early Bird: | December 24, 2025 |
| Programme Fee: |
120000 INR Plus, GST |
Early Bird Fee: |
111600 INR Plus, GST |
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Pay Now |
The programme will be offered at Mumbai.
With a growing number of high-net-worth and ultra-high-net-worth individuals and families, wealth management services have become a cornerstone of the Indian financial services sector. This Executive Education Programme of IIMA, hosted at the Taj Lands End Hotel, Mumbai, is designed to provide contemporary research-driven insights into wealth preservation techniques coupled with practical client management strategies required for running a successful wealth management practice.
The course is specifically designed for fund managers, wealth advisors, second and third generation family office managers and the nouveau riche. The programme will include modules such as asset allocation, passive versus active investing using equity and bond funds, planning family wealth and the role of behavioural biases in wealth advisory. From the point of view of participants working as wealth managers and investment advisors, the program also includes modules on client management, particularly focusing on aspects of selling intangible services and negotiation skills.
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 bringing together experienced and young professionals as well as family office personnel involved in private wealth management, and provide them with:
- Insights into funds and strategies available for managing wealth in India
- Tools for evaluating active fund performance and characterizing mutual funds beyond their ‘labels’
- Role of real estate and venture capital exposure in asset allocation
- Knowledge of behavioural biases and their implication for wealth management advisory
- Negotiation and client management skills when marketing intangible services like mutual fund products
- An industry overview asset classes and the private wealth management sector in India
- Investing for the Long Term: Funds, Strategies and Risks-Insights from finance theory
- Role of bond funds in asset allocation: Understanding yield curve, carry, credit and convexity
- Real estate exposure in long-term wealth planning
- Role of venture capital exposure
- Planning inter-generational wealth for UHNIs and family offices: Wealth preservation
- Understanding behavioral biases and their importance
- Strategies for selling intangible services, and
- Negotiation and client management skills
Pre-programme Preparation Guidelines: As part of the pre-programme preparation, participants are encouraged to build a basic familiarity with statistics and inference techniques, particularly regression analysis and its interpretation. This will help enhance the learning experience during the programme. The instructors will also share additional pre-read materials related to the content of the programme once the participant list is finalized.
This programme is ideal for professionals in:
- Wealth management firms
- Private family offices
- Asset management companies
- 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.
