Wealth Management

Unique Training with Vision Integrity & Commitment to Serve the World

Wealth Management Training

Combining other financial services, Wealth Management is an investment advisory service that addresses the various needs of affluent clients. It is a consulting process where the advisor understands the needs and wants of a client and tailors a suitable strategy by utilizing proper financial products and services. PIBM students are trained on various factors of wealth management. Our students go through a rigid training process that ensures their optimum capability when they join the corporate workspace. Students are trained on the following factors:

Cash Management

Tax Planning

Retirement Planning

Estate Planning

Asset Management

Risk Management

PIBM Finance Advisor In Surance

Over the years PIBM students got an opportunity to have Internships, Live Projects, and Final Placements in Wealth Management profile in top companies like: