Wealth Management & Investment Banking
An industry-integrated program preparing future-ready finance professionals for advisory, portfolio management, capital markets and investment-banking roles — globally benchmarked and outcome-first.
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Learning Hours
14
Modules
7
In-Demand Roles
20+
Hiring Partners
Integrates into UG or PG. Embed this program as a credit-aligned specialisation within an undergraduate or postgraduate finance or business degree — such as BBA, B.Com, BMS, MBA or M.Com — or run it standalone.
What students will master
Four pillars spanning advisory, markets, portfolios and the regulatory discipline behind professional finance.
Wealth Advisory & Private Banking
Client-first advisory across Retail, HNI, UHNI and Family Office segments — goal discovery, risk profiling and suitability.
- Advisory frameworks & client segmentation
- Behavioural finance & risk profiling
- Estate & succession planning
- Fiduciary & ethical standards
Capital Markets & Investment Banking
How markets and deals work — instruments, ECM/DCM, IPOs, M&A and the full deal lifecycle.
- Financial markets & instruments
- Corporate finance & valuation
- IPOs, debt issuance & M&A
- Deal execution & due diligence
Portfolio & Alternative Investments
Building and managing portfolios — asset allocation, performance analytics and private capital.
- Portfolio construction & rebalancing
- Active vs passive & factor investing
- Private equity & venture capital
- PMS, AIFs & structured products
Risk, Governance & Compliance
The discipline behind the role — taxation, governance, regulation and digital wealth.
- Applied taxation & regulation
- Governance, risk & compliance
- AI, FinTech & digital wealth
- Market-abuse & ethics scenarios
Program curriculum
Combining core knowledge, applied labs, simulations and industry projects across foundation and advanced study.
- Wealth Advisory & Client Frameworks
- Financial Markets & Investment Products
- Portfolio Construction & Asset Allocation
- Applied Taxation & Regulatory Environment
- Corporate Finance & Capital Market Foundations
- Investment Banking Foundations
- Advisory & Capital Markets Lab – I
- Advanced Investment Strategies & Institutional Asset Management
- Alternative Investments & Private Capital
- Investment Banking Transactions & Deal Execution
- Governance, Risk & Compliance
- Wealth Transfer, Estate & Succession Planning
- AI, FinTech & Digital Wealth
- Deal, Portfolio & Compliance Lab – II
Internship, capstone & viva
Industry Internship
Real exposure to advisory workflows, transactions and client engagement.
Capstone Project
A professional project applying wealth, markets and transaction skills end-to-end.
Final Presentation & Viva
Present and defend your work before an academic–industry panel.
Where freshers start
Entry-level roles a graduate can target straight out of the program — across wealth, research, private banking, capital markets and risk.
Where graduates get placed
Graduates are placed across a network of leading banks, broking houses, and wealth & asset-management firms.
Representative recruiters and hiring partners — actual placements vary by cohort, performance and market conditions.
Career path
Where this program can take students over the years — from their first analyst role to senior and leadership positions.
- Wealth Analyst / Associate
- Equity Research Analyst
- Portfolio / Investment Analyst
- Risk & Compliance Executive
- Relationship Manager – Wealth
- Research / IB Associate
- Portfolio Analyst
- Securities Ops Specialist
- Senior Wealth / Private Banker
- Portfolio Manager (track)
- VP – Investment Banking (track)
- Risk & Compliance Manager
- Head – Private Banking / Wealth
- Portfolio Manager
- Director – Investment Banking
- Chief Risk / Compliance Officer
Indicative progression in India — pace varies with performance, certifications and employer. Roles span banks, private banks, broking and wealth firms, AMCs and capital-market institutions.
Offered in association with AAFM (American Academy of Financial Management) — bringing globally benchmarked standards in wealth management, financial planning and advisory education.
Includes 2 free attempts at the CWM® (Chartered Wealth Manager) certification exam.
Bring this program to your institution
We'll tailor the wealth and investment-banking curriculum, labs and projects to integrate with your degree structure.
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