Programmes
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.
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:
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.
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.
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:
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
23 Jan 2026
to
25 Jan 2026
Duration
3 Days
Programme
Fees
INR 1,20,000
Plus 18% GST
Application Deadline
31 Dec 2025
Early Bird
Fees
INR 1,11,600
Plus 18% GST
Early Bird Deadline
30 Dec 2025
