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Made in

English
Last updated at

Thu, 03-Sep-2026
Level
Intermediate
Total lessons

0
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

2
Avg rating
Short description
A global charter for advisors who serve India's wealthiest families. Not an introduction to wealth management — an advanced charter for finance professionals already in practice, built around the instruments and structures HNI and UHNI families actually use.
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Requirements
  • Candidates who have passed 12th standard are eligible to register for the course.
  • Graduation is mandatory to be eligible for certification.
Outcomes
  • Learn how to set up and manage family offices tailored to high-net-worth clients.
  • Master risk and return strategies for customized investment portfolios.
  • Deep dive into Category I, II, and III investments and regulatory compliance.
  • Strategies for wealth transfer and intergenerational legacy planning.
  • Navigate India’s tax laws, SEBI regulations, and global compliance requirements
  • Learn how India’s financial hub (GIFT City) can help structure tax-efficient investment solutions.
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