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 |
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Tax Planning |
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Retirement Planning |
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Estate Planning |
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Asset Management |
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Risk Management |
Over the years PIBM students got an opportunity to have Internships, Live Projects, and Final Placements in Wealth Management profile in top companies like:
