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Wealth Management Course

by Kunal Joshi content writing

What is wealth Management?


Wealth management is basically an investment advisory service which offers solution to the client that helps him/her to make most of money. This service is mainly used by high net worth clients to manage their wealth.


It is a mix of financial planning and personal investment services comprising of retail banking services, retirement, estate planning, mutual funds, legal & tax advice, stocks / equities, and so on. The real objective of wealth management is to sustain, nurture and grow wealth of investors for the long term.


Wealth Management Services (WMS)

There are wealth managers who provide full range of financial services and products to these high end clients. They can be individuals or specialized financial services firm or financial institutions or even banking sector. Below are some of services provided by wealth managers:

  • Understanding the financial requirements of client

  • Matching these requirements with best available investment options

  • Calculating the risk involved with the investments

  • Providing an output / result that fulfills the financial objectives.

Wealth Management Course


Wealth managers can have backgrounds as Independent Chartered Financial Consultants or Professionals, CFPs, or any professional money managers (with relevant credentials) who work towards achieving the objective of wealth management for their clients (long term investors).


There are many institutes and universities which provide a certified course in wealth management. Once such university is NMIMS.  At NMIMS, the course is designed in such a way that it helps individuals with better understanding of financial planning and its related services.


NMIMS provides classroom as well as distant learning for this course. Practical assignments are included in course which help the individuals to understand financial strategies in better way.

Their faculty includes industry experts from different organizations wherein they help to understand the current market scenario in better way.



About Kunal Joshi Freshman   content writing

6 connections, 0 recommendations, 45 honor points.
Joined APSense since, November 22nd, 2017, From Mumbai, India.

Created on Nov 24th 2017 02:17. Viewed 411 times.

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