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    Wealth Management
    Indian Institute of Management Ahmedabad

    Wealth Management

    Indian Institute of Management Ahmedabad, Ahmedabad
    1 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

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    About This Program

    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. 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. 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.

    Why Indian Institute of Management Ahmedabad?

    IIM Ahmedabad occupies a position in South Asian management education that has no close rival β€” it is the institution that shaped the first generation of India's corporate leaders and continues to set the intellectual agenda for business in one of the world's fastest-growing economies. For senior professionals seeking rigorous, research-grounded executive education with a distinctly Indian strategic context, there is simply nowhere else like it.

    Your Profile

    • Fund managers and wealth advisors seeking research-driven frameworks for asset allocation and portfolio construction.
    • Second and third generation family office managers and HNWI (nouveau riche) managing private wealth.
    • Wealth managers and investment advisors wanting to strengthen client management, negotiation, and intangible services selling skills.

    Benefits

    • Apply asset allocation frameworks across passive and active investing using equity and bond funds.
    • Identify and manage behavioural biases in wealth advisory engagements.
    • Manage client relationships in private wealth management through negotiation and intangible services selling.

    What You'll Learn

    • Asset allocation: passive versus active investing using equity and bond funds.
    • Planning family wealth across generations.
    • Behavioural biases in wealth advisory.
    • Client management for wealth managers: selling intangible services and negotiation skills.

    Frequently Asked Questions

    How to Apply

    1. 1

      Check your eligibility

      Review the entry requirements listed on this page. Most executive programs require 8–15 years of professional experience.

    2. 2

      Compare programs

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    3. 3

      Contact the school

      Send a message directly to Indian Institute of Management Ahmedabad via Gradia to request a brochure or speak with an admissions advisor.

    4. 4

      Prepare your application

      Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.

    5. 5

      Submit your application

      Apply directly through Indian Institute of Management Ahmedabad's official application portal.