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Cutting-edge program designed and delivered in collaboration with Motilal Oswal AMC Ltd
Learn the very latest in global Wealth Management trends and best practices to stay ahead of the curve
Prepare yourself for prestigious exams such as CISI ICWIM and NISM Investment Adviser
Job Ready Program
Placement assistance via resume building, interview prep, mentorship and interview opportunities
Training MethodologyWith a strong emphasis on ‘learning by doing’, our programs are developed with the goal of creating well-rounded, job-ready professionals that set you apart from your peers during interviews and on the job in this demanding profession.
STEP 1: INSTRUCTION
The Prodegree is delivered in two modes: Classroom and Online (Live Virtual Classes) to cater to your learning preferences. Both modes come with 150 hours of live instructor training, along with 50+ hours of HD videos to watch as per your convenience.
STEP 2: EXPERIENTIAL LEARNING
A key differentiator of this Prodegree is the heavy focus on projects and case studies to gain practical understanding of key wealth and investment planning concepts. At the end of each semester, there will be a submission and presentation of your project in front of industry experts and Motilal Oswal AMC Ltd. leadership.
STEP 3: REINFORCEMENT
Assessments: Each topic is followed by Quizzes, Tests and Projects that help internalize key concepts and re-enforce learning.
STEP 4: TECHNOLOGY AIDED
Centralized Learning: Manage your performance across the program through a state-of-the-art learning management system.
24/7 SupportGet 24/7 access to your course material on our state of the art learning management system; extended access to all course material after the batch ends, and a dedicated student hotline with extensive support to help resolve queries.
Wealth and Investment Management CareersThe Career Assistance Services (CAS) team works hand in hand with you to further your career aspirations. We thoroughly prepare you to be interview-ready through resume building sessions and interview preparation workshops, and provide you with interview opportunities with leading Financial Services firms.
Joining Imarticus was my 1st step towards my successful career.
“I have learned more than I can ever think. The best part of Imarticus are the professors. They correct all your flaws and cons without making you feel down, more than your trainee they treat you like a friend. I have gained in-depth of knowledge from them. They have supported me till the end and I know that they will further guide in my future”.
-Mr. Bhumsen Singh
“Imarticus has helped me from the start right from consultation till the end, it’s a place where the main focus has been on the overall improvement of the student, not just training. The trainers are very supportive and help us even in the Silliest doubts of all. With the help of Imarticus, I was able to understand investment banking and operations in much more depth through this experience. What they teach you in this course doesn’t only help for the two months it helps you throughout.”
“Joining Imarticus was my 1st step towards my successful career. I have learned more than I can ever think. The best part of Imarticus is all the training professors. They correct all your flaws and cons without making you feel down, more than your trainee they treat you like a friend. I have gained in-depth of knowledge from them. They have supported me until the end and I know that they will further guide in my future- that’s the promise of Imarticus.”
– Mona Sharma
LARGE IT COMPANIES WHO HAVE AN ANALYTICS PRACTICE
IN-HOUSE ANALYTICS UNITS OF LARGE CORPORATES
NICHE ANALYTICS FIRMS
Refining and polishing the candidate’s resume with insider tips to help them land their dream job
Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers
Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans
ACCESS TO OUR PLACEMENT PORTAL
Access to all available leads and references from open and private networks on our placement portal
Industry AdvisorsMaking the most of our deep connects with the industry, the program is designed in collaboration with industry leaders and Motilal leadership.
S K MITRA
MCX Board Member, Ex-Country Head, Corporate And IB
SBI Board Member, Ex-Bank of America, Merrill Lynch
Director – Barclays
Ex-Managing Director, RBS
AdmissionsThe Prodegree is ideal for students and experienced professionals who are interested in working in the Finance industry, and are keen on enhancing their technical and business understanding of the Banking, Financial Advisory or Wealth Management space.
With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking for an opportunity to upskill.
Job Seekers and Career Changers
Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews, and get a head-start in this space.
Those looking to enhance their resumes with an industry endorsed certificate.
Collaboration with Motilal Oswal AMC Ltd.
Motilal Oswal AMC have shared real-world case studies to provide unique insights into the world of wealth management
Guest Lectures & Mentorship
Motilal Oswal AMC Leadership will conduct regular guest lectures and interact with each batch
You learn sought after skills and tools through a rigorous case study-based curriculum and hands-on projects
About Motilal Oswal Asset Management Company Ltd.AMC Ltd.
Motlilal Oswal Asset Management Company Ltd. is the industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services. MOAMC is the Investment Manager to the Schemes of Motilal Oswal Mutual Fund and Motilal Oswal Alternative Investment Trust. It also acts as a Portfolio Manager to the Strategies under Portfolio Management Services.
Aashish P Somaiyaa
MD & CEO – Motilal Oswal AMC Ltd.
We will be working closely with Imarticus to ensure a highly practical, industry-endorsed curriculum, replete with case studies with the hope of improving general awareness in the wealth management domain.
Wealth And Investment Management CertificationOn completion of the Wealth & Investment Management, aspirants will receive an industry endorsed Certificate of Achievement from Imarticus Learning.
Sagar has a total of 8 years of experience training experience in the areas of Credit Risk, Credit Rating & Credit analysis. He has imparted training on Banking, Insurance, Broker dealer and other NBFIs, as well as in FMCG domain along with Corporate reporting.Read Morein data mining and business intelligence in RDBMS. He has worked across multiple business domains such as Manufacturing, Retail, Banking and Insurance and has experience with large-scale, distributed systems design and development with strong understanding of Big Data and Hadoop.Read More
Neha has over 9 years of experience in investment analysis and portfolio management services, having worked for organizations such as Angel Broking and Malabar Investment Advisors. She is an Investment Analyst and her domain of expertise lies in value-driven bottom-up stock picking based on fundamental analysis.Read MoreShe has also assisted key functions such as such as operations, marketing and recruitment. Neha is an Electronics Engineer from Thadomal Shahani Engineering College, Mumbai and a holds a Post Graduate Diploma from Indian School of Business (ISB), Hyderabad.Read More
Wealth and Investment Management Videos
What is the Motilal collaboration about?
Motilal’s involvement in the Prodegree includes curriculum design, program delivery, content and mentorship. A partnership with such an industry leader ensures that the curriculum is timely and industry relevant.
What is the format of the program?
Classroom batches: Classroom training by expert faculty at our Imarticus centers in Mumbai, Bangalore, Chennai, Gurgaon, Hyderabad, Coimbatore and Pune.
Online batches: Live Instructor-led Virtual Classes (Webinars) with expert faculty for real-time learning and interaction with batch mates
Class times for both formats are fixed and you are required to be available for your classes at a predefined time each week. Both formats come with 50+ hours of engaging Instructor videos that you can watch as per your convenience before attending your lecture (be it in class or virtually).
What is the duration of the Wealth Management program?
What are the key topics that will be covered in this training program?
Semester 1: Building Blocks of Wealth Management – Global Financial Markets, Accounting and Financial Mathematics, Financial Statement Analysis, Macroeconomics, Types of Investment Assets, Quantitative Methods for Investment Analysis, Corporate Finance
Semester 2: Wealth Management Primer – Investment Advisers Law, Analysis of Equities, Analysis of Fixed Income
Semester 3: Specialization of Wealth Management – Basics of Derivatives, Portfolio Construction, Portfolio Management, Wealth Planning, Investment Planning Framework, Financial Protection Planning
Semester 4: Global Wealth Outlook – Wealth Management Trends, FinTech, Alternative Investments, Structured Products, Relationship Management