Wealth Management

Introduction to financial planning & key concepts

In this module, we will look at the importance of financial planning and the process for goal-based financial planning.We will also cover retirement planning and insurance planning



Understanding investment vehicles

In this module we will learn about the various investment vehicles available in India like Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Insurance, Pension products. We will also focus on mapping asset allocation with investor's risk profile

Mutual Fund - Transaction and Taxation

In this module, we will look at various types of Mutual Fund Transactions. It will also explain taxation for different types of assesses

Overview of the mutual fund industry in India

In this module, we will learn about the savings pattern in India and evolution of Mutual Fund industry in India. We will also cover the Mutual Fund trends in recent years and the overall penetration of Mutual Funds in India



Taxation & claims for insurance products

In this module we will learn about raising and settling claims. We will also learn about the tax benefits on various types of insurance policies





How to analyze investments

In this module, we will learn about the Quantitative and Qualitative Parameters that are used for analysing Mutual Funds. We will also cover the Measures of Risk and the Risk Return Concepts in Investment

CRISIL ULIP Ranking

In this module, we will look at CRISIL's framework to analyse ULIP's











Fair business practices

In this module, we will learn about relevant and timely disclosures in regards to conflicts of interests, commissions and other monetary arrangements. We will also cover about the product suitability and other best practices

Understanding asset classes

In this module, we will look at different assest classes like equity instruments, fixed income securities, commodities, mutual funds and insurance products. We will also focus on mapping asset allocation with investor's risk profile

Mutual funds - key concepts

In this module, we will look at the key concepts of mutual funds and its structure, its types and different investment options. We will also get familiarised with the Mutual fund terminologies and documents related to Mutual funds




Categories of Mutual Funds

In this module, we will learn about the new categorisation of Mutual Fund Schemes and impact of the new categorisation on investors, AMCs and fund managers

Insurance landscape & products

In this module, we will look at the need for insurance , insurance mechanism and various types of traditional insurance and market-linked insurance products. We will also get familiarised with key insurance concepts and terminologies

Quantitative Technique

In this module, we will look at the time value of money, Calculating Future value, Calculating Present value, Calculating Mean, Calculating Median, Calculating Mode, Correlation, Regression, Skewness and Kurtosis, Probability Distribution

Comprehensive framework for mutual fund analysis - CRISIL MF Ranking

In this module, we will learn about the CRISIL mutual fund ranking framework and various parameters considered for the ranking


Portfolio monitoring & Client reporting

In this module, we will learn about how to present client holdings report. We will also cover performance analysis and benchmarking and also portfolio review