Aditya has worked in wealth management for over 12 years. He was, until recently, the head of Consumer Banking at Dresdner Bank, India. Prior to that he was heading the NRI Wealth Management Business for ABN AMRO.
He currently runs an independent Wealth Advisory firm in Delhi.
Overview:
This course takes you through the wealth management life cycle – from financial planning to asset allocation and finally performance measurement. This course is part of the recommended training for the Wealth Management Certification.
Who will benefit from this course?
Recommended Training
This course is suited for the following roles :
Front office of a Wealth Management firm/Bank in the area of Relationship Management & Investment advisory for High Networth clients.
Back office operations role in a Wealth Management firm involved with settlement and reporting of client transactions.
The course is suitable for candidates with the following qualifications:
MBAs (Finance)/CAs
Graduates/Post Graduates with some interest in the capital markets area.
Other working professionals looking to become equity research analysts.
What will you achieve by taking this course?
Other Relevant Courses
This course will equip you with the necessary knowledge of:
Engage and acquire clients,and build relationships.
Plan the finances of a client, and recommend appropriate portfolios based on their risk profile.
