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)
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.
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:
*This programme does not cover tax, trust and estate planning
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.
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:
*This programme does not cover tax, trust and estate planning
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
27 Aug 2026
to
30 Aug 2026
Duration
4 Days
Programme
Fees
INR 1,60,000
Plus 18% GST
Application Deadline
13 Aug 2026
Early Bird
Fees
INR 1,48,800
Plus 18% GST
Early Bird Deadline
06 Aug 2026
