Programmes
Connect for Enquiries:
Ms. Suman Verma: wm-exed@iima.ac.in | +91 9227793191 (Office hours Mon to Fri, 9:00 AM to 5:45 PM)
The market for global wealth management has grown rapidly, and wealth management has come to be one of the most important franchises of the financial services industry with significant manpower and resources being devoted to understanding the needs and priorities of single and multiple family offices, foundations and endowment funds. This programme is designed for wealth managers at private banks, boutique and large wealth management firms, portfolio management service providers, single and multiple family offices, and asset management companies seeking to deepen their expertise in private wealth management. The programme would provide theoretical and empirical perspective to understand issues involved in asset allocation and wealth management in the global context, with an emphasis on India. In particular, the programme will discuss the industry landscape (how different products and services have evolved), theories and evidence on asset allocation, issues in wealth preservation, behavioural issues that arise on both demand and supply side as well as the role of reputation and branding.
The programme aims to:
Fund managers, senior investment analysts, family office personnel, and financial advisors working in private banks, single and multiple family offices, as well as professionals working in independent and institutional wealth management firms and asset management companies.
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.
The market for global wealth management has grown rapidly, and wealth management has come to be one of the most important franchises of the financial services industry with significant manpower and resources being devoted to understanding the needs and priorities of single and multiple family offices, foundations and endowment funds. This programme is designed for wealth managers at private banks, boutique and large wealth management firms, portfolio management service providers, single and multiple family offices, and asset management companies seeking to deepen their expertise in private wealth management. The programme would provide theoretical and empirical perspective to understand issues involved in asset allocation and wealth management in the global context, with an emphasis on India. In particular, the programme will discuss the industry landscape (how different products and services have evolved), theories and evidence on asset allocation, issues in wealth preservation, behavioural issues that arise on both demand and supply side as well as the role of reputation and branding.
The programme aims to:
Fund managers, senior investment analysts, family office personnel, and financial advisors working in private banks, single and multiple family offices, as well as professionals working in independent and institutional wealth management firms and asset management companies.
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.
Dates
27 Aug 2026
to
30 Aug 2026
Duration
4 Days
Programme
Fees
INR 1,47,500
Plus 18% GST
Application Deadline
13 Aug 2026
Early Bird
Fees
INR 1,37,175
Plus 18% GST
Early Bird Deadline
06 Aug 2026
