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](images/Financial-Advisor-Insurance.webp)
Over the years PIBM students got an opportunity to have Internships, Live Projects, and Final Placements in Wealth Management profile in top companies like:
![PIBM Company Logo kr-choksey](images/company-logo/kr-choksey.webp)
![PIBM Company Logo IDFC-Bank](images/company-logo/IDFC-Bank.webp)
![PIBM Company Logo XL-Dynamics](images/company-logo/XL-Dynamics.webp)
![PIBM Company Logo karvyll](images/company-logo/karvyll.webp)
![PIBM Company Logo HSBC-Bank](images/company-logo/HSBC-Bank.webp)
![PIBM Company Logo Citco](images/company-logo/Citco.webp)
![PIBM Company Logo Axis-Bank](images/company-logo/Axis-Bank.webp)
![PIBM Company Logo Yes-Bank](images/company-logo/Yes-Bank.webp)
![PIBM Company Logo JP-Morgan](images/company-logo/JP-Morgan.webp)