INTRODUCTION TO WEALTH MANAGEMENT

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Training Objective

The objective of this training program is to provide delegates with the necessary skills, information, and techniques that will allow them to develop the competencies that are needed to manage the portfolio of their wealth generated in work and life.

The program will commence with educating the delegates on the various classes of assets available and will thereafter graduate to learning how to build and manage wealth efficiently.

Course Outline


Financial Statements Analysis

How to examine wealth generated and wealth applied

Fundamentals of Time Value of Money - Compounding and Discounting
Equity Markets
Overview of equity markets in India
Valuation of Equity Securities using several techniques

Fixed Income Securities
Fixed Income Securities Market in India
Types of Fixed Income Securities
Valuation of Fixed Income Securities

Derivatives - Meaning, Valuation and Trading Mechanism
Overview of Forwarding Contracts
Overview of Futures
Overview of Options
Arbitrage Real Estate Market in India – An Overview Commodities Market in India – An Overview Taxation Structures in India Determining an optimal portfolio and mitigating risks.