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AI Powered Wealth Management & Financial advisory

"Empowering Financial Minds. Shaping Wealth Leaders."
Next Cohort
April 2026
Format
3-Month Certificate (Hybrid)

Program USP's

Industry-Aligned
Credit-Linked
UGC Credit Framework Compliant
Blended Learning
Hybrid

Program Essence

In a world where financial landscapes are rapidly evolving, managing wealth is no longer just about numbers—it’s about strategy, insight, and trust. Our three-Month Certificate Program in Wealth Management equips aspiring financial professionals with the skills, frameworks, and practical know-how to navigate the complexities of wealth advisory, portfolio management, and client relationship building. This program bridges theory and real-world practice, preparing you to become a trusted advisor in the wealth management ecosystem.

What You’ll Learn

Principles of wealth creation, preservation, and transfer
Investment strategies across asset classes: equities, bonds, real estate, and alternative investments
Risk assessment, portfolio diversification, and performance evaluation
Financial planning, tax planning, and estate planning essentials
Client engagement, advisory ethics, and relationship management
Regulatory frameworks and compliance in wealth management

Why Choose This Program?

Industry-Relevant Curriculum

Developed in consultation with top wealth management professionals and industry experts
01

Hands-On Learning

Case studies, simulations, and practical tools to apply knowledge in real-world scenarios
02

Flexible & Accelerated

Complete the program in three months without compromising your career
03

Certification Advantage

Boost credibility and career prospects in the competitive financial advisory landscape
04

Networking Opportunities

Engage with peers, mentors, and leading practitioners in the wealth management field
05

Core Modules

Foundations of Wealth Management
Investment Strategies & Portfolio Management
Financial Planning & Advisory Services
Alternative Investments & Emerging Opportunities
Behavioral Finance & Client Psychology
Regulatory & Compliance Landscape

Who Is This Program For?

> Early-career finance professionals aiming to specialize in wealth management
> Bankers, financial advisors, and investment consultants seeking formal certification
> Entrepreneurs and professionals managing personal or family wealth
> Individuals aspiring to become trusted wealth managers or portfolio advisors
Eligibility
Graduation
Course Fee: ₹75,000
Loans & Scholarships
That’s right – Funding just got easier! We partner with India’s top banks to support your journey to success. And, our ATLAS Scholarship is there to enable access to world-class education and lifelong growth.