Programmes
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
*This programme does not cover tax, trust and estate planning
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:
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.
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
*This programme does not cover tax, trust and estate planning
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:
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.
Dates
29 Aug 2025
to
31 Aug 2025
Duration
3 Days
Programme
Fees
INR 1,20,000
Plus 18% GST
Application Deadline
18 Aug 2025
Early Bird
Fees
INR 1,11,600
Plus 18% GST
Early Bird Deadline
08 Aug 2025
Registration closed