Portfolio Management - APG Learning
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Portfolio Management

Wealth Management that comprehensively deals with all aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation. Objective Provide advice on Wealth Management, Financial Planning,…

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Course Detail

Format:

Full Time

Duration:

1 Year

Accreditation:

TISS SVE

Course Provider:

APG Learning

Start Date:

01 August 2019

Fees:

₹1,75,000/-

Duration

4 Days

Modules

9

Hours

Start Date

16 Feb 2019

5,509.00 7,000.00

Address:Sakal Nagar,

Gate No. 1, Baner Road,

Aundh, Pune 411 007

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About Course

Wealth Management that comprehensively deals with all aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation.

Objective

  • Provide advice on Wealth Management, Financial Planning, PMS, Estate Planning,Investment Planning, Personal Taxation, Retirement etc.
  • Provide advice on Debt, Real Estate, Mutual Funds, Alternative Investment Products, Derivative Strategies and understand the client’s different behaviour towards investment and Develop ability to manage.
  • Cross Border Investments  Conduct Equity Research, recommend investments and portfolio management strategies to the clients  Start catering to HNI & UHNI clients along with your existing clientele  Develop, implement and review Wealth Plans for clients.

Modules

  • Overview of Indian & Global Financial system
  • Concept of wealth management
  •  Life cycle Management
  •  Role of wealth management in Banking
  • Equity Analysis
  •  Use of Alternative Products in wealth management
  •  Portfolio management Strategies
  • Wealth Management Planning
  •  Advance Wealth Management.

Learning Outcomes

Learn about the essential terms, concepts, theories and principles of Wealth management .To apply theoretical knowledge and skills in practical situations, both for themselves as well as for their clients.

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