CAPITAL ALLOCATION & WEALTH MANAGEMENT
Live Professional Program in Wealth Management | Available in English & Hindi
Designed for aspirants who want to build a long-term career in Wealth Management, Investment Advisory, and Portfolio Advisory under a SEBI-compliant, framework-driven approach.
Overview: Capital Allocation & Wealth Management Program
The Capital Allocation & Wealth Management Program (CAWM) is a live, instructor-led professional education program focused on teaching how wealth managers allocate capital, construct portfolios, manage risk, and guide investors across market cycles.
This program is not a trading tips course. It is built for individuals who want to understand decision-making, capital protection, and portfolio strategy, which form the foundation of professional wealth management.
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Mode: 100% Live (No Recordings)
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Languages: English & Hindi
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Duration: 9 Months
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Fee: ₹2,50,000 + GST
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Instructor: SEBI Registered Investment Advisor
Who Should Enroll in This Course
This program is ideal for:
- Aspiring Wealth Managers & Portfolio Advisors
- Finance graduates seeking a career in wealth management
- Working professionals transitioning into investment advisory roles
- Relationship managers aiming to upgrade advisory skills
- Individuals planning to work with HNI / family capital.
This course is not suitable for: Tip seekers ,Intraday traders ,Individuals looking for guaranteed returns
Why Capital Allocation Matters in Wealth Management
In professional wealth management, capital allocation is more important than stock selection. Long-term outcomes are driven by:
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How capital is distributed across asset classes
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How risk is controlled during adverse markets
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How portfolios are rebalanced across cycles
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How investor behaviour is managed
This program trains participants to think like wealth managers, not traders.
Course Curriculum – Capital Allocation & Wealth Management
Phase 1: Foundations of Wealth Management
- Role and responsibilities of a Wealth Manager
- Advisory vs distribution vs trading
- Ethics and fiduciary responsibility
- Overview of Indian financial markets
Phase 2: Capital Allocation Frameworks
- Core–Satellite allocation model
- Strategic vs tactical allocation
- Risk-based allocation models
- Goal-oriented capital structuring
Phase 3: Portfolio Construction
- Equity portfolio construction principles
- Sector and theme allocation
- Fixed income and capital stability
- Diversification and rebalancing logic
Phase 4: Risk Management & Derivatives (Conceptual)
- Understanding risk in portfolios
- Drawdown management frameworks
- Introduction to derivatives in wealth management
- Hedging and income strategies (education-only)
Phase 5: Behavioural Finance & Investor Psychology
- Managing fear and greed
- Handling investor expectations
- Decision-making during market stress
- Long-term discipline frameworks
Phase 6: Advisory Process & Career Development
- Client onboarding and suitability
- Investment Policy Statement (IPS)
- Portfolio review frameworks
- Career paths in wealth management
Live-Only Learning Model (No Recordings)
This program follows a strict live-only format to maintain learning discipline and professional seriousness.
- Scheduled live classes
- Interactive discussions
- Case-study based learning
- Assignments and evaluations
- Live Q&A sessions
Language Options
- Full batch available in English
- Separate batch available in Hindi
What You Will Learn
By the end of this program, participants will be able to
Allocation
Design capital allocation and create strategies.
Construction
Construct and manage diversified portfolios
Risk
Understand risk management in real portfolios
Behaviour
Apply behavioural finance principles
Advisory
Understand the professional wealth advisory process
Book a One-on-One Consultation
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Meeting via Zoom or Google Meet
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What to Expect in the Session
Book A Call !
Fees Structure
🔹 Plan 1: Core Capital Allocation & Wealth Management Program
9 Months | 100% Live | English / Hindi
- Live instructor-led sessions
- Capital allocation frameworks
- Portfolio construction principles
- Risk management models
- Behavioural finance concepts
- Wealth advisory process (SEBI-aligned)
- Case studies (historical & illustrative)
- Assignments and concept evaluations
- Live Q&A and interactive discussions
- Certificate of Completion
🔹 Plan 2: Advanced Capital Allocation & Wealth Management Program
(With Practical Training)
9 Months Live Program + 6 Months Additional Practical Training
- Guided portfolio construction exercises
- Capital allocation simulations
- Portfolio review workshops (education-only)
- Risk profiling & suitability practice models
- Investment Policy Statement (IPS) drafting
- Practical asset allocation case work
- Capital rebalancing & review frameworks
- Stock Report Creation
- Smaller batch size for focused learning
- Additional live sessions for application
- Structured feedback & capstone project
🔍 Comparison Summary
| Live Classes | ✅ Yes | ✅ Yes |
| Capital Allocation Frameworks | ✅ Yes | ✅ Yes |
| Portfolio Construction Theory | ✅ Yes | ✅ Yes |
| Practical Portfolio Exercises | ❌ No | ✅ Yes |
| Case Study Discussions | ✅ Yes | ✅ Advanced |
| Risk Profiling Practice | ❌ No | ✅ Yes |
| Stock Report Creation | ❌ No | ✅ Yes |
📅 Next batch starts from 1st January 2026
Participants receive a Certificate of Completion upon successful completion of the program requirements.