Wealth & Investment Management - Motilal Oswal Prodegree

Wealth And Investment Management

Collaboration with Motilal Oswal Asset Management Company Ltd.

200 Hour project-driven program

Available in two delivery modes: Classroom or Online Live Virtual Classes

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Classroom Training
र 70,000/-

Online Training
र 55,000/-

Online Self Paced Videos

Wealth and Investment Management Course

The Wealth and Investment Management (WIM) Prodegree, in association with Motilal Oswal Asset Management Company Ltd. as the Knowledge Partner, is a comprehensive 200-hour skill-building program for careers in Wealth Management, Investment Planning and Financial Advisory.

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Motilal Oswal-Endorsed

Cutting-edge program designed and delivered in collaboration with Motilal Oswal AMC Ltd

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Global Curriculum

Learn the very latest in global Wealth Management trends and best practices to stay ahead of the curve

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International Certifications

Prepare yourself for prestigious exams such as CISI ICWIM and NISM Investment Adviser

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Job Ready Program

Placement assistance via resume building, interview prep, mentorship and interview opportunities

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Comprehensive Coverage

Basic and Advanced R, with deep insights into Predictive, Text and Multivariate Analytics

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Delivery Modes

Choose from three delivery modes: Classroom training, Online Instructor-led or Self Paced videos

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Experiential Learning

Hands-on learning through industry projects, across multiple tools and industries

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Career Assistance

Extensive support via resume building, interview prep and mentorship

Training Methodology

With 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.

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STEP 1: INSTRUCTION

Flexible Delivery:
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.

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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.

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STEP 3: REINFORCEMENT

Assessments: Each topic is followed by Quizzes, Tests and Projects that help internalize key concepts and re-enforce learning.

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STEP 4: TECHNOLOGY AIDED

Centralized Learning: Manage your performance across the program through a state-of-the-art learning management system.

24/7 Support

Get 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 Careers

The 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.

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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

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“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.”

-Sahal Sonia

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“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

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Client Servicing

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Equity Research

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Financial Advisory

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Fund Management

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Portfolio Management

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Private Banking

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Relationship Management

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Wealth Management

LARGE IT COMPANIES WHO HAVE AN ANALYTICS PRACTICE

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ANALYTICS KPOs

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IN-HOUSE ANALYTICS UNITS OF LARGE CORPORATES

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NICHE ANALYTICS FIRMS

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RESUME BUILDING

Refining and polishing the candidate’s resume with insider tips to help them land their dream job

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INTERVIEW PREP

Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers

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MOCK INTERVIEWS

Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans

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ACCESS TO OUR PLACEMENT PORTAL

Access to all available leads and references from open and private networks on our placement portal

Industry Advisors

Making the most of our deep connects with the industry, the program is designed in collaboration with industry leaders and Motilal leadership.

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S K MITRA

MCX Board Member, Ex-Country Head, Corporate And IB

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SANJIV MALHOTRA

SBI Board Member, Ex-Bank of America, Merrill Lynch

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TARANJIT JASWAL

Director – Barclays

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ANIL GUDIBANDE

Ex-Managing Director, RBS

Admissions

The 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.

Admission-Entrepreneurs

Experienced Professionals

With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking for an opportunity to upskill.

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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.

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Global Certifications

Those looking to enhance their resumes with an industry endorsed certificate.

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Experienced Professionals

With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking for an opportunity to upskill.

Admission-Entrepreneurs

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.

Admission-Entrepreneurs

Global Certifications

Those looking to enhance their resumes with an industry endorsed certificate.

Collaboration with Motilal Oswal AMC Ltd.

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Case Studies

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

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Industry-Approved Curriculum

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.

Industry Speak

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 Certification

On completion of the Wealth & Investment Management, aspirants will receive an industry endorsed Certificate of Achievement from Imarticus Learning.

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Faculty


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    Sagar Pandya

    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.

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    in 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.
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    neha

    Neha Idnany

    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.

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    She 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.
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Wealth and Investment Management Videos


Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the collaboration with Imarticus

Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the asset management industry in India

Industry Connect: Religare Wealth Management CEO Sriram Iyer on the talent gap in India

FAQs

What is the Motilal collaboration about?
The program is co-created with Motilal Oswal Asset Management Company Ltd. as the ‘Knowledge Partner’.

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?
The Prodegree is a 200-hour program that delivers a deep understanding of financial markets, financial mathematics, wealth planning and management, portfolio management, regulatory frameworks and relationship management. The program also goes beyond what any Indian Wealth Management program covers – giving you a global perspective on Wealth Management by covering alternative investments, structured products and the use of FinTech in Wealth Management.

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?
The Wealth and Investment Management Prodegree is a 3-month program done part time (on weekends) done via classroom or online mode. Please contact the nearest center or our online hotline for more information.
What are the key topics that will be covered in this training program?
The program is divided into four semesters:

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

What study material will be provided to us for the program?
The core learning will happen via 150 hours of classroom or virtual online lectures depending on your learning preference. You will also have access to additional study material like recordings of previous virtual classes, power-point presentations, case studies, quizzes and eBooks on the learning portal. You will be given extended access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials provided and navigate through the portal as required.
What certificate will I get ?
Post the successful completion of the program, you will be awarded the Wealth and Investment Management Prodegree, co-branded with Motilal, as a Knowledge Partner.
What should be my expectation from the Wealth Management training program?
The curriculum covers basics to advance topics. The program is rigorous and requires a time commitment from any participant (about 8-12 hours a week including delivery hours).
Do you guarantee placements?
As a policy, we do NOT guarantee placements. Our Placement Assistance team will provide you the ideal platform to launch your career through resume building sessions, mock interviews, mentorships, interview preparation. Our team will also work towards finding you interview opportunities, as well as thoroughly prepare you prior to every interview.
What is the fee of the program?
The Wealth Management Prodegree program is Rs.70500 for the classroom mode, and Rs.55,000 for the online mode. You can pay by Credit card, Debit Card or Net banking from all leading banks to the nearest Imarticus center, or online here: https://imarticus.org/wim-payment/.

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