Finance & Accounting Programme
Wealth Management for Professionals
Overview
In today’s dynamic financial ecosystem, wealth management professionals are expected to transcend traditional advisory roles and become strategic partners in value creation. The Short Duration Program (SDP) on “Wealth Management for Professionals” is a high-impact, practitioner-oriented learning experience designed exclusively for young professionals and emerging leaders in the wealth management, private banking, and financial advisory sectors. This intensive programme blends real-world case studies, behavioural finance insights, hands-on simulations, and client interaction exercises to equip participants with cutting-edge skills that define success in modern wealth management.
Tag Line : Strategic Insights | Behavioural Mastery | Client Impact
Important dates & time
Important dates & time
*Dates and schedules are subject to change
| Programme Duration | Mode | Fee |
|---|---|---|
| 3 Days | On-Campus, Mahindra University | Rs. 45,000/- + GST Per Participant |
Sanjay Mansabdar
Mr. Sanjay Mansabdar is a senior multi-faceted professional with worldwide experience in managing trading business spanning multiple asset classes and derivatives at international banks and asset managers.
George Varghese
George Varghese currently serves as an Associate Professor in the area of Economics and Finance at the School of Management, Mahindra University. Prior to this assignment, George served as an Assistant Professor in Economics at Dr. B. R. Ambedkar School of Economics University, Bangalore; and as a lecturer on contract at IFMR Graduate School of Business, Krea University, Andhra Pradesh. He did his Ph.D. in the broader area of Applied Economics-Finance at the Institute for Financial Management and Research. He holds a master’s degree in Applied Economics from Pondicherry Central University. He also holds a Post Graduate Diploma in Investment Management and a Post Graduate Diploma in Foreign Trade.
Programme Structure
- Module 1: The Evolving Landscape of Wealth Management
- Module 2: Advanced Portfolio Design & Risk Architecture
- Module 3: Behavioural Finance in Advisory Practice
- Module 4: The Science of Client Engagement and Retention
- Module 5: Masterclass on the Art of the Pitch
Programme Highlights
- Behavioural finance Immersion — decoding investor psychology and biases
- Curated learning material and post-program resource pack
- Expert-led case discussions from global and Indian contexts
- Simulation-based sessions on portfolio management and client decision dynamics
- Live Client pitch practice and communication labs
- Certificate of Completion from Mahindra University
Who Should Attend
- Wealth Managers, Relationship Managers, and Investment Advisors
- Professionals from Private Banking, Family Offices, and Financial Planning Firms
- Young executives aspiring to advance in the wealth management and financial advisory domains
- Entrepreneurs and consultants seeking structured exposure to client-centric financial strategies
Finance & Accounting category
Currently, the following certificate Programs are being offered, with more to be launched in the coming months. Our Programs span across multiple disciplines of management, engineering and law.
Strategic Financial Analysis for Business Evaluation
Wealth Management for Professionals
Personal Finance and Investing
Finance for Business Decisions
