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Highlights & Outcomes

Highlights:

  • The one-year program provides a specialised curriculum which is based on industry insights and is focussed on the Asian market
  • Experienced faculty, who are a mix of academia and industry (IIM, IIT) will provide aspiring wealth managers with a holistic overview.
  • Learn to implement an innovative approach acquired through Blended Learning – Hands-on Exposure with live instruction sessions
  • Wealth management professionals will earn a deeper insight into the building blocks of managing wealth through academic exposure.

 Outcomes:

  • Acquire professional competencies to pursue a career in professional wealth management
  • Obtain an enhanced understanding of financial goals and wealth planning of clients
  • Ability to innovate financial products and the financial market.
  • Skilfully design investment policy statements and manage portfolios.
  • Effectively apply the quantitative skills to design a successful portfolio

Program Structure

  • Semester 1

    Modules
    Building Blocks to Managing Wealth
    Financial Statement Analysis
    Quantitative Methods for Investment Analysis
    Business Economics

  • Semester 2

    Modules
    Wealth Expansion and Development
    Alternative Investing and Derivatives
    Portfolio Management
    Project

Faculty

Faculty at NMIMS Global Access is a blend of academicians and industry experts who are well-versed in the field of wealth management.

Career Options

The professional diploma in wealth management is a specially crafted program that caters to aspiring as well as seasoned wealth managers. This program enables you to take up various roles such as:

  • Wealth Manager

    Advise retail customers on various investment products and how to best utilise them, as well as evaluate and analyse portfolios.

  • Financial Planner

    Advise clients on how to achieve their financial goals and objectives, as well as build their earnings.

  • Investment Manager

    Offers financial advice along with investment information to corporates, as well as individual clients. Has a vast knowledge of various financial instruments which include trusts, stocks, bonds, and shares.

  • Financial Consultant

    Plan, assess and develop strategies to help with a financial planning decision that include retirement, education, taxes, investments etc.

  • Fund Managers

    Actively managed funds that are a mix of stocks, bonds, and other securities and create portfolios that suit their needs.

Eligibility & Program Fee

  • Bachelor’s Degree in any discipline from recognised University or equivalent degree recognised by AIU

    OR

  • H.S.C plus preferably 2 years of work experience

    OR

  • S.S.C plus 3 years of Diploma recognised by AICTE and preferably 2 years of work experience

     

  • Option 1: Full Fee Payment (in INR)

    60,000/- Full Fee
    Payment

    Admission Processing Fee : 1,200/-

  • Option 2: Semester Wise Fee payment
    (in INR)

    40,000/- to be paid before the first Semester

    Admission Processing Fee : 1,200/-

  • Option 2: Semester Wise Fee payment
    (in INR)

    25,000/- to be paid before the second Semester

  • An initial amount of Rs. 5,000/- from the program fee will be collected at the time of registration.
  • The University offers special incentives to our armed forces with a 20% concession on the program fee.
  • The above-mentioned fee structure is subject to change at the discretion of the University. Any payment made via Demand Draft should be made in favour of “SVKM’s NMIMS” payable at Mumbai.
  • In addition, Students need to pay an examination fee of Rs 600/- per subject.
  • Now avail loan facility to pay fees for the Program even without a credit card.
  • EMI Facility (3, 6, 9, 12 months) available via credit cards of the following banks: HDFC Bank, ICICI Bank, Axis Bank, Citi Bank, Standard Chartered Bank, HSBC Bank, Kotak Mahindra Bank. 
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