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Program Overview
Chitkara University’s Online MBA in Wealth Management in collaboration with Invest Yadnya is meticulously designed to empower students with the cutting-edge skills and knowledge necessary to thrive in the dynamic world of wealth management. This comprehensive program delves deep into essential areas such as financial markets, investor economics, stock and mutual fund analysis, financial planning, wealth management, retirement planning, and behavioral finance. Students will gain an in-depth understanding of market dynamics, investment strategies, economic principles, and the psychological factors influencing financial decision-making.
Curriculum Highlights
Expert-Led Curriculum: Learn from seasoned professionals and respected academics with extensive industry experience. Faculty members such as Parimal Ade and Gaurav Jain, founders of InvestYadnya.in, bring practical insights from their careers in wealth management, financial advisory, and research.
Extensive Subject Coverage: The program encompasses a wide range of topics essential to wealth management, ensuring comprehensive knowledge across financial markets, stock analysis, economics, taxation, and financial planning.
Practical Approach: Emphasizing hands-on learning, the curriculum integrates real-world case studies and simulations to prepare students for practical challenges in wealth management. Faculty members share calculators, analysis frameworks, and templates for addressing real-life problems.
Certification-Aligned Curriculum: The program is designed to align with industry certifications, equipping students with the skills and knowledge necessary for professional accreditation in wealth management.
Faculty Profiles
Parimal Ade: Co-founder of InvestYadnya.in, Parimal is a distinguished expert in wealth management, personal finance, mutual funds, stock analysis, behavioral finance, and retirement planning. With over 15 years of experience, Parimal has made significant contributions to financial education and investment insights. He has authored books such as ‘108 Q&A on Mutual Funds & SIP’ and ‘How to Manage Your Retirement Corpus’. Parimal has a substantial following on social media, with over 1.5 million followers across various platforms.
Gaurav Jain: CEO and Founder of InvestYadnya.in, Gaurav is a Registered Investment Advisor (RIA) with SEBI and a passionate financial educator. He has more than 15 years of experience in fields ranging from Investment Advisory to Management Consulting. Committed to educating every Indian about personal finance, Gaurav has prepared over 1000 personalized financial plans and co-authored books like ‘108 Q&A on Mutual Funds & SIP’ and ‘How to Manage Your Retirement Corpus’.
CA Yogesh Katariya: Partner at SPAY & Co, with over 15 years of experience and expertise in business consulting, due diligence, Taxation, auditing, and rating consultation. Yogesh is also an advisory board member with InvestYadnya providing his services in the field of NRI taxation advisory, DTAA, and FEMA advisory.
Manisha Bhardwaj Jain: Research Head at InvestYadnya.in, Manisha’s expertise is in the field of financial analysis, portfolio risk, and performance analytics. She has conceptualized InvestYadnya’s Fundamental Analysis Framework for stock analysis called FIVE-G. Manisha has previously worked with MSCI Inc (erstwhile Morgan Stanley Capital International) in multiple roles ranging from Portfolio Analytics Consultant to leading a team of implementation specialists for the EMEA and APAC region.
CA Mandar Purandare: Senior Equity Research Analyst at InvestYadnya.in, with extensive experience in equity research covering multiple sectors like healthcare, hospitals, and chemicals among others. He has designed a forensic analysis framework that helps in identifying governance-related misconduct while performing stock analysis. Mandar is a Registered Investment Advisor (RIA) with SEBI. He has worked and tutored on InvestYadnya’s e-learning courses like “Elements of Stock Market Investing”, and “Decoding Annual Reports”.
Learning Outcomes
Mastery of Financial Markets: Develop a deep understanding of financial markets and instruments, including their structure, functions, and impact on investment decisions.
Advanced Financial and Economic Analysis: Master principles of corporate finance and financial management for effective investment and advisory decision-making.
Proficient Financial Planning and Risk Management: Learn to create detailed financial plans, assess risk profiles, and implement strategies to meet clients’ objectives.
Fundamental Analysis: Critically assess financial statements to understand businesses deeply.
Knowledge of Insurance and Taxation: Understand insurance types and tax planning to optimize clients’ tax liabilities.
Behavioral Finance and Client Advisory Skills: Develop skills to manage human biases in financial decision-making and enhance client advisory relationships.
Career Paths
Students pursuing Online MBA in Wealth Management from Chitkara University will be well-prepared for roles such as:
- Financial Analyst
- Investment Analyst
- Wealth Manager
- Portfolio Manager
- Financial Advisor
- Risk Manager
- Corporate Finance Manager
- Financial Consultant
- Treasury Analyst
- Credit Analyst
- Asset Manager
- Equity Research Analyst
- Investment Banking Analyst
- Financial Planner
- Relationship Manager
- Buy-side Research Analyst
Eligibility
To pursue an Online MBA in Wealth Management from Chitkara University, candidates must have completed graduation or equivalent qualification from a recognized university. International students must provide a certificate of equivalence from the Association of Indian Universities.
FAQs
Q: What makes Chitkara University’s Online MBA in Wealth Management program unique compared to other MBA programs?
A: The MBA in Wealth Management is uniquely tailored to focus on financial markets, wealth management, and financial planning, integrating practical, real-world applications. With expert faculty from the industry and a curriculum aligned with professional certifications, the program offers specialized knowledge that sets it apart from traditional MBA programs focused on general business management.
Q: How does Online MBA in Wealth Management prepare students for the challenges in the financial industry?
A: The program emphasizes hands-on learning through case studies, simulations, and industry-relevant projects. Students gain practical skills in analyzing financial markets, managing portfolios, and developing strategic financial plans. The curriculum’s alignment with industry certifications ensures that students are equipped with the knowledge needed to meet professional standards.
Q: Can the program be pursued online, and how does that impact the learning experience?
A: Yes, the MBA in Wealth Management can be pursued online, offering flexibility for working professionals and students worldwide. The online format is designed to provide an engaging learning experience through interactive lectures, virtual simulations, and online discussions, ensuring that students receive the same quality of education as on-campus learners.
Q: What kind of support do students receive during the program?
A: Students receive comprehensive support, including access to faculty members for academic guidance, career counselling, and networking opportunities with industry professionals. The program also offers resources such as financial analysis tools and research databases to enhance the learning experience. This MBA in Wealth Management offers a transformative journey for aspiring financial advisors and wealth managers, equipping them with the skills to excel in the ever-evolving financial landscape
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