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Wealth Management

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

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

  • KR Choksey
  • KARVY Group
  • Axis Bank
  • IDFC First Bank
  • HSBC Bank
  • Yes Bank
  • XL Dynamics
  • CITCO
  • JP Morgan