Jan 23 Mumbai

Wealth Management: Innovative Lending Process for HNW Individuals and Business Promoters

Training dates - January 23 & 24, 2019

Training location - Mumbai

Training fees - ₹ 30,000 + applicable taxes




Programme Objectives


  • To enable Wealth Managers {High Networth (HNW) and Ultra High Networth (Ultra HNW) Client-Relationship Managers} gain an in-depth and thorough understanding of their Clients, their financial needs, their market reputation and position, their business paradigm, critical aspects of their business and associated risks in lending to them in case of need.
  • To enable them in identifying, measuring and suggesting mitigants in the form of Security both tangible & intangible in managing such risks.
  • To help them undertake a first level due diligence, given the set of financial and non-financial information on their clients.
  • To facilitate the Managers improve their understanding of assigning appropriate credit ratings to and the consequent implications on their clients.