Industry leader in Asset PRODEGREE over Rs. 14309 crores...
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PRODEGREE WWW.IMARTICUS.ORG Knowledge Partner: WEALTH & INVESTMENT MANAGEMENT WEALTH & INVESTMENT MANAGEMENT INDUSTRY CREDENTIALS TO ACCELERATE CAREERS PRODEGREE Industry leader in Asset Management and Advisory Services with an Equity AUM of over Rs. 14309 crores across Mutual Fund and Portfolio Management Services Collaboration with Motilal Oswal Asset Management Company Ltd. Placement Opportunities in Reputed firms Investment Advisory & Relationship Management 200 Hour project-driven program Jump-start your career in Wealth Management
Transcript of Industry leader in Asset PRODEGREE over Rs. 14309 crores...
PRODEGREE
WWW.IMARTICUS.ORG
Knowledge Partner:
WEALTH & INVESTMENTMANAGEMENT
WEALTH & INVESTMENTMANAGEMENT
INDUSTRY CREDENTIALS TO ACCELERATE CAREERS
PRODEGREEIndustry leader in Asset
Management and Advisory Services with an Equity AUM of
over Rs. 14309 crores across Mutual Fund and Portfolio
Management Services
Collaboration with Motilal OswalAsset Management Company Ltd.
Placement Opportunitiesin Reputed firms
Investment Advisory& Relationship Management
200 Hourproject-driven program
Jump-start your careerin Wealth Management
Wealth &Investment Management
Prodegree
LearntheverylatestinglobalWealth
Managementtrends,PortfolioManagement,
RegulatoryFramework,FinancialMathematics
andbestpracticestostayaheadofthecurve
Global Curriculum
Deliveryusingcombinationofself-
pacedvideos,livevirtualclasses,case
studies,projectworkandsimulations
Experiential Learning
GetplacedatleadingFinancialAdvisory
firmswithinterviewprep,mock
interviewsandrecruitmentopportunities
Placement Opportunities
Cutting-edgeprogramdesignedand
deliveredincollaborationwithMotilal
OswalAMCLtd
Motilal Oswal AMC Ltd.-Endorsed
Prepareyourselfforprestigious
examssuchasCISIICWIMandNISM
InvestmentAdviser
International Certifications
INNOVATIVELEARNINGMETHODOLOGY
4HoursEachonWeekendsatPrescribedTime
Interaction&QueryResolutioninRealTime
MentoringandAssistanceforProjects
Self Paced Videos
WeekdaysasPerYourConvenience
Active,Self-paced,Data-drivenLearning
50 Hours
132 Hours
16 Hours
Live Virtual Classes
Project Work
Knowledge Partner
TheWealthandInvestmentManagement(WIM)Prodegree,inassociationwithMotilalOswalAMCLtd.astheKnowledgePartner,isacomprehensive200-hourskill-buildingonlineprogramforcareersinwealthmanagement,investmentplanningandfinancialadvisory.
Recordingsandlearningmaterials
areavailable24/7viaouronline
learningportalsoyoucanreviseand
refreshyourknowledgeatanytime
orplace.Programdeliveryviacloud-
basedapplicationsfor24/7access.
24/7 SUPPORT
Online&FlexibleFlexiblelearningpathstoenableyoutolearnanytime,anyplace,andonanydevice
MentorshipProjectevaluation,feedbackandmentorshipbytheGenpactleadership
GuestLecturesPeriodicguestlecturesbyMotilalOswalAMCLtd.onindustrybestpractices
WHY A PRODEGREE?
PLACEMENT AT GLOBALLYREPUTED COMPANIES
VERIFIEDPRODEGREECREDENTIAL
JOB READYPROJECT
PORTFOLIO
FAST TRACKPOST-GRAD
DEGREEIN 4 MONTHS
EXPERIENTIALLEARNING ATCOMPETITIVE
PRICES
IndustryEndorsedGlobally-alignedcurriculumbytheindustry,fortheindustry
ProjectBasedYoubuildaportfolioofdemonstrableworkbyworkingonreallifecasestudies
VerifiedCertificationsYouearncertificationsvalidatedbyrigorousfacultyevaluations
Global Financial Markets8 Hours
Accounting and Financial Mathematicsfor Wealth Managers12 Hours
www.imarticus.org
IntroductiontoCapitalMarkets|RoleofMarketParticipants|TypesofMarkets-ByProducts|TypesofMarkets-ByRegulations|RiskandSurveillanceinMarkets
AccountsTerminology|ThePrinciplesandConceptsUnderpinningtheFourKeyElementsofAccounts-Assets,Liabilities,Income,andExpenses|PowerofCompounding
|TimeValueofMoney|NPVandIRR|EMIandOtherModesofRepayment|DoubleEentryBook-keeping|MethodsofDepreciation|ValuationofInventory|Profit
andLossAccounts&BalanceSheets
CURRICULUM
Semester 1: Building Blocks of Wealth Management 68 Hours
Financial Statement Analysis8 Hours
KeyFinancialAccountingandReportingIssues|AnalysisandInterpretationofFinancialStatements|InternationalAccountingStandards|FinancialRatios|Profitability
Analysis|CashFlowAnalysis|CreditRiskAnalysis|Off-balanceSheetTransactions|IntangibleAssets|RevenueRecognition|ForeignExchangeAccounting
Macroeconomics8 Hours
EconomicsandInvestmentAdvice|GDPandGNP|ExpenditureApproach|IncomeApproach|ValueAddedApproach|EconomicCycles|InternationalTradeand
TradeCompetitiveness|BalanceofPayment|MoneySupply|Inflation|FiscalPolicy&MonetaryPolicy|PrivateBorrowing,InvestmentandExpenditure|Central
Banks&MacroEconomicTools
Types of Investment Assets12 Hours
Equities|Currencies|FixedIncome|Commodities|AlternativeInvestment|PortfolioManagementServices|IndexLinkedDebenture|RealEstate|Aspirational
Assets|PostOfficeSavingsSchemes|NationalSavingsCertificate|PPF|SeniorCitizen'sSavingsScheme|InfrastructureandTaxSavingsBond
Quantitative Methods for InvestmentAnalysis8 Hours
TechniquesinDataAnalysiswithSpecialReferencetoInvestment|IdentificationofAppropriateTechniques|ExecutionofAnalysisandSoundInterpretationofResults|
ProbabilityDistributions|ConfidenceIntervalEstimation|HypothesisTesting|CorrelationandRegressionAnalysis|TimeSeriesAnalysis
Corporate Finance8 Hours
FinancialAnalysisandPlanning|CapitalBudgeting|CostofCapital|CapitalStructureandDividendPolicy|IPOs|Mergers&Acquisitions|CorporateRestructuring
Project Submission #14 Hours
ProjectSubmissioninFrontofYourPeersWhileIndustryExpertsEvaluateYourProjectWorkwithConstructiveCriticism
Semester 2: Wealth Management 32 Hours
Corporate Ethics4 Hours
ImportanceofEthicalPracticesinWealthManagement|EthicsSurroundingFinancialManagement,ProductSafety,CorporateResponsibility|RegulationsthatProhibit
UnethicalPracticesinthisDomain|ExamplesofEthicalDilemmasandthePrinciplesthatDriveThem|Four-stepApproachtoResolveEthicalDilemmas
Investment Advisers Law2 Hours
RegulationofFinancialAdvisersandWealthManagers|NegligenceLiability|ContractualLiability|InternationalLegalIssuesinFinancialAdviceContracts
Analysis of Equities 10 Hours
EquityasanAssetClass|EquityValuationTechniquesforSpecificindustriesand/orCompanies|AbsoluteandRelativeValuationApproachesusingAssetValues,Earnings,
Dividends,CashFlows|FundamentalAnalysis|TechnicalAnalysis|CorporateAction|RiskManagement
Analysis of Fixed Income 12 Hours
FixedIncomeMarketsandProducts|BasicAnalyticalToolsused|TermStructureofInterestRates,YieldCurveDynamics|DurationandConvexity|BondPortfolio
ManagementStrategies|CreditRating|HighYieldBonds|BondTheoremsandStrategies|Asset-backedSecurities|SwapsandCreditDerivatives|RiskManagement
Project Submission #24 Hours
ProjectSubmissioninFrontofYourPeersWhileIndustryExpertsEvaluateYourProjectWorkwithConstructiveCriticism
Basics of Derivatives8 Hours
Portfolio Construction, Review,Monitoring8 Hours
www.imarticus.org
DemystifyingDerivatives|UnderstandingTheirCharacteristics|TypesofDerivatives|FeaturesofDerivativeInstruments
PortfolioConstruction|ConstraintstoAssetAllocation|ApplicationofPortfolioObjective|StrategicAssetAllocation|TacticalAssetAllocation|DynamicAsset
Allocation
CURRICULUM
Semester 3: Specialization of Wealth Management 52 Hours
Portfolio Management12 Hours
ActivePortfolioManagement|AdvancedConceptsofInvestmentsandTheirApplications|AnalysesoftheContemporaryInvestingSceneandGlobalCapitalMarkets
Wealth Planning4 Hours
Multi-jurisdictionLegislationforInternationalWealthTransfers|UseofTrustsinInter-generationWealthPlanning
Investment Planning Framework12 Hours
TaxationofInvestments|TaxBenefits|TaxExemptInvestmentScheme|WithholdingTax|WealthTax|EstatePlanning|LegalFramework|Regulations|
InvestmentAdvisorconsideration|AML|KYCandRiskProfiling|EthicalDilemmas|InvestmentRisk
Financial Protection Planning8 Hours
InsurableRisk|LifeInsurance|PersonalandFamilyandBusinessFinancialProtectionProducts
Project Submission #34 Hours
ProjectSubmissioninFrontofYourPeersWhileIndustryExpertsEvaluateYourProjectWorkwithConstructiveCriticism
Semester 4: Global Wealth Outlook 48 Hours
Wealth Management Trends4 Hours
ServingtheWealthiest-TheUHNWI(UltraHighNetworthIndividuals)|FamilyBusinessesStructuresandManagement|LinkageofPrivateBankingandAsset
Management|EmergingTrends
FinTech4 Hours
Robo-Advisory|Pensions|Savings|PFM|Brokers|Data|B2BPlatforms
Alternative Investments 4 Hours
PrivateEquity|RealEstate|Commodities
Structured Products - Basics 8 Hours
KeyCharacteristics-Maturity,Cash-SettledReturns,CreditClaimonIssuer|BasicStructures-Participation,DownsideProtection,CappedUpside|LifeCycleofStructured
Products-Idea,IssuanceandMaturity|KeysElementsinCreatingSPs-PrincipalGuarantee,IncomeorGrowth,ChoiceofUnderlying|Assets,CertaintyofMaturity
Project Submission #44 Hours
ProjectSubmissioninFrontofYourPeersWhileIndustryExpertsEvaluateYourProjectWorkwithConstructiveCriticism
Structured Products - Advanced 8 Hours
UseofStructuredProducts|EquityStructures|FixedIncomeStructures|CurrencyStructures|Commodity
Structures|HedgeFundWrappers|Derivatives-likeWarrants|Option-embeddedBonds|Equity-linkedNotes|DualCurrencyOptions|ReverseFloaters|Return
andStructuringoftheseProducts
Relationship Management 8 Hours
AdvancedCommunicationSkills|NegotiationSkills|HandlingAngryCustomers|ConflictManagement|ExcellenceinRelationshipManagement
TheCareersAssistanceServices(CAS)teamatImarticusprovidesyouwith100%assistancethroughoutthe
programandhelpsguideyouthroughamplecareeroptions.
MENTORSHIP
KnowledgeSharing,Q&AandGuestLectures
EvaluationofProjectWork
CareerGuidanceandMentorship
Frequent1:1Interactions
Why do you need a mentor?
Role of an Imarticus Mentor
Mentorship isuniqueto ImarticusLearningwhere
industryexpertsfromleadingwealthmanagement
firm will advise and mentor you in your journey
towards job-readiness. A dedicated senior level
industryprofessional,withover10yearsofwork-
experienceisassignedtoeverystudent.
Getinspired,helprelieveyourdoubtsandanxieties,
anddevelopalong-termpersonalrelationshipwith
anindustryexpertwhocanteachyouwhatittakesto
succeed.Mentorsareexcellentsoundboardsandcan
helpaspiringleadersclimbthemanagementladder
moreeffectively.
Usinganextensivedatabankof
questionsandinterviewprep
sessions,wetrainyoutoface
interviewscenariosthrough
1:1andpanelmockinterviews
withexperiencedHRand
WealthManagementprofessionals.
2 Interview Prep
Refineandpolishyourresume
usingourtemplates,which
ensurethatyourresume
alignstoindustrystandards.
Receiveindividualresume
critiqueswithinsidertips
tohelplanddreaminterviews.
1 Resume Building
Weassistyouwithleadsand
referencesofWealthManagement
opportunitiesavailableinthis
space,fromprivatenetworks,
alongwithpublicsources.
3 Leads & References
Thorough and practical understanding of the
subject matter and continuous review attention
with detailed feedback. Real practical guidance
andknow-howonhowtosucceedintheindustry.
Benefits to Students
www.imarticus.org
CAREERS
CURRICULUM
Interview Preparation - Domain4 Hours
Mock Interviews - HR and Domain4 Hours
AnalyticsExpertsGuideYouonHowtoPrepareforTechnicalInterviewRoundwithTips,Tricksanda
QuickRefresheronConceptsLearnt
1:1orPanelMockInterviewswithIndustryVeteranstoCleartheHRandTechnicalRoundofInterviews
toGiveYouConfidencetoFaceRealWorldScenarios
www.imarticus.org
TOP COMPANIES HIRING FOR BUSINESS ANALYTICS
INDUSTRY LANDSCAPE
Average Salaries
in Wealth & Investment
Management
CAREER TRAJECTORY
EquityAnalysis
`5LAKHS
`8LAKHS
`15LAKHS
`35LAKHS
WEALTH / RELATIONSHIP MANAGER
ASSET MANAGER
PORTFOLIO MANAGER
DIVISION HEAD/PRIVATE BANKER
4 Years
6 Years
8 Years
10+ Years
GROWING DEMANDIndiaistheFastestGrowing
MarketforHNWI
EMPLOYMENT LANDSCAPE
www.imarticus.org
Theprogramisco-createdwithMotilalOswalAMCLtd.asthe'KnowledgePartner’,andcomeswithacutting-edge,industry-alignedcurriculum,guestlectures,mentorshipandrecruitmentopportunities.Youwillbenefitintermsof:
MotlilalOswalAssetManagementCompanyLtd.istheindustryleaderinAssetManagementandAdvisoryServiceswithanEquity
AUMofoverRs.14309croresacrossMutualFundandPortfolioManagementServices.MOAMCistheInvestmentManagertothe
SchemesofMotilalOswalMutualFundandMotilalOswalAlternativeInvestmentTrust.ItalsoactsasaPortfolioManagertothe
StrategiesunderPortfolioManagementServices.
About Motilal Oswal Asset Management Company Ltd.
PROJECT EVALUATIONAttheendofeachsemester,
MotilalOswalAMCLtd.leadershipwillevaluateprojectsubmissionsand
provideconstructivefeedback.
GUEST LECTURES & MENTORSHIPPeriodicguestlecturesby
MotilalOswalAMCLtd.managementonkeytrendsandreal-worldchallenges
plaguingtheindustry
MOTILAL OSWAL AMC LTD-ENDORSED PROGRAM
INDUSTRY-APPROVED CURRICULUMYoulearnin-demandskills,
soughtaftertoolsandtechniqueswhicharerequired
bytheIndustry.
www.imarticus.org
Ajithcomeswithover12yearsof
experienceinthebankingand
financialservicesindustryandhas
handledleadershiprolesand
profilesspanningmultiple
functionssuchasproduct
management,marketingand
businessdevelopmentoffinancial
products.Hehaspreviously
workedasInvestmentAdvisor–
Equities&PrivateBankingat
HDFCBank;SalesManager:
StructuredProducts,Fixed
IncomeProducts,RealEstate
PortfoliosandMutualFundsat
ICICIPrudentialAsset
ManagementCompany;and
RelationshipManagerforSalary
AccountsatICICIBank.Hehas
deepinsightsandexpertisein
financialplanning,investment
managementandwealth
management,andhealsohas
excellentknowledgein
prospectingnewclients,selling
skillsandprocesstransformation.
AjithValiya
Nishanthasover8yearsof
experienceinkeyareasof
business,micro-andmacro-
economics,portfoliomanagement,
derivatives,M&AValuation,
Investmentbanking,Project
Finance,Riskmanagement,
InternationalFinance,Financial
management,andSecurity
Analysis.Hehasconducted
trainingsinWealthManagement,
Excelbasedhedgingstructures,
interestraterisks,Financialand
Economicevaluationofprojects,
andFinancialModelingforclients
likeWNS,ASK.WealthAdvisors
PrivateLtd.,aswellastrainings
forIndianInstituteoffinancial
management(IIFM)andthe
CharteredInstituteof
ManagementAccountants(CIMA).
NishanthasanMBAinFinance,
MAinEconomics,andisaCFAand
aBBEholder.
NishantGarg
INDICATIVE FACULTY
Individuals lookingfor Global Certifications
Toenhancetheirresumes&builda
portfolioofdemonstrablework
Job Seekers and Career Changers Finance professionalsWith2+yearsofworkexperienceinBanking,
FinancialAdvisoryorRelationshipManagement
lookingforanopportunitytoupskill
Awards & Alliances
Toll Free: 1800-267-7679th5 Floor,B-Wing,HDILTower,
Kaledonia,SaharRoad,Andheri(E),Mumbai–400058
www.imarticus.org|[email protected]
THIS PROGRAM IS IDEAL FOR
RecentGraduatesinManagement
(Finance,Marketing,Intl.Business)
whowanttoexcelatinterviews
