Wealth Management Certification (Basic Level)


Product Code : Wealth Management Certification (Basic Level)

₹1 ($30)


The objective the certification is to develop a strong foundation of investment concepts and products and understand the process of goal-based financial planning and asset allocation.

Those who complete the Wealth Management – Basic Certification can directly enroll into the Wealth Management – Advance certification, which is accredited by NISM under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.

The wealth management course has a well-rounded curriculum covers broking, investment, insurance and leverage products and processes.

1. Risk, Return and Asset Allocation

  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Personal Finance and Investment Planning
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation

2. Equity Markets: Structure and Working

  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets

30 study hours


Registration Fees INR 6,490
Exam Fees INR 2,360
GST (18%) INR 1,593
Total INR 10,443


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