Wealth Management

MIT SCHOOL OF DISTANCE EDUCATION, PUNE
Distance Education with Distinction
Recognized by DEC, Distance Education Council, Govt. Of India

Sir,
We at MAEER’s Maharashtra Institute of Technology (established 1983), introduce ourselves as pioneers in the field of Engineering & Management Education. As per the recent survey we have been rated amongst the top educational institutions in the country.
Keeping with the pace and understanding the industry requirements, we have designed Post Graduate Diploma courses, which are operated through Distance Education with the help of LMS (learning management systems).

Post Graduate Diploma in Wealth Management

Introduction

The secret behind Warren Buffet's becoming the world's greatest investor was nothing other than his skilful Wealth Management. One of his favourite opinions regarding Wealth Management was: "Rule No.1 is never lose money. Rule No.2 is never forget rule number 1." Wealth Management is all about strengths, weaknesses, opportunities and threats in the choice of debt, equity, growth, safety, and numerous other tradeoffs encountered in the attempts to maximize return at a given risk. Wealth Management, though the term originated in the 1990s in the US with the Broker Dealers, Banks, and Insurance Companies, it has gained crucial importance in these sectors all over the world. The concept of "Wealth Management" deals with consulting persons that are clients of any firm or a form of private banking that provides various types of investment, insurance, and bank products and services. Post-graduate Diploma in Wealth Management by MITSDE has selected comprehensive range of subjects to make you aware of all about Wealth management. We hope that it will definitely groom you as an efficient Wealth Manager, Advisor, or a Successful Investor.

Potential Careers

There is high requirement of qualified and skilled Wealth Managers, Investment Advisors, Asset Managers, etc. in today's growing business world. There are many opportunities open in the fields of Banking, Finance, Insurance, Mutual Funds, Stocks, etc.

Course Contents

Semester I

Basic Quantitative Tools
Managerial Economics
Risk Management
Financial Institutions
Financial Planning

Semester II

Retirement Solutions
Security Analysis
Portfolio Management
Constructing Financial Plan & Wealth Management
Banking and Mutual Fund Products
Note :

Online examination will be conducted for above subjects.
Student will have to submit two assignments for each subject.
Online examinations carry 70% and assignments carry 30% weightage.

Course fee:
Indian Residents fees NRI / Foreign Residents
Rs. 15000 $ 1500

Prospectus Fee : (to be paid at the time of admission)
Indian Residents : Rs.1000
NRI / Foreign Residents : $100

Registration Fee : (to be paid at the time of admission)
Indian Residents : Rs.1000
NRI / Foreign Residents : $100

Exam Fee per Attempt :

For all the subjects First attempt exam fees @ Rs. 200 per Subject / US $ 50 has to be paid at the time of examination.

For Subsequent attempts the exam fees will be Rs. 200 per Subject / US $ 50 Payable at the time of examination.

Total Fees to be paid in full at the time of admission in the form of Demand Draft drawn in favour of "MIT School of Distance Education" Payable at Pune.

Procedure:

Submit applications online by mentioning RBA in reference column with RBA code as 20080120 and write a mail at pkmalik@mitsde.com.

Instructions for Filling up the form:
1) General information to be provided with details like name, address and other details.
2) The address which you mention should be the address on which you need the correspondense from our side
like Study kit etc.
3) Pin Code for address and email id is necessary.
4) In Reference column please select RBA and put 20080120 as RBA code.
5) After submitting the form please cut and paste that in word format and send on pkmalik@mitsde.com for
records.

Duration : One year.
Note : Participant is expected to put in minimum ten hours of study per week.
Validity of registration : Two years.
Eligibility : Graduates of any discipline / Diploma in Engineering with two years experience.

Contact:
Mrs. Pritpal Kaur
pkmalik@mitsde.com
mitsde.north@gmail.com
09958934646
011-46241188/89/90