Summer School on Wealth Management

Dr. D. Y. Patil B – School conducted a 5-day Summer School on Wealth Management with a holistic approach that brings together various services to meet their specific financial goals

Objectives

The course has the objective of introducing the participants with fundamentals of Wealth management and intends to take them to a stage where they can apply this knowledge in everyday decision making. Following are the key learning objectives of this programme:

  1. To learn the process of financial planning and wealth management.
  2. To understand the financial risks and how to deal with them.
  3. To know the asset classes and the risk and return associated with them.
  4. To know the different modes of deposits.
  5. To know the different investors and investment processes, tax aspects of investment products and the elements of Tax planning.

Target Audience: 30

Program Date: 29th June, 2021 – 3rd July, 2021

Program Duration: 15 hrs

Resource Person: Dr. Sachin Napate, Professor, Dr. D. Y. Patil B-School.

Brief

Wealth Management is considered as one of the most important form of investment techniques specially tailored with investment strategy and plan. It helps in estate planning, protecting the current asset, minimizing the fees and taxes. It also helps in tailoring one’s financial objectives in line with the changes in financial situations. To have a proper understanding of managing wealth is extremely important. Hence the need was felt to hold 5 days Summer School on wealth management to introduce the participants on the nitty gritty of the current economic scenario and know how to do financial planning and increase its value accordingly.

Dr Sachin Napate was the course instructor who took the sessions on various topics ranging from defining wealth, wealth management process, understanding risk and returns, asset allocation, bank deposits, tax planning etc. apart from regular sessions, the school also invited four guest speakers from 12:30pm – 1:30pm for four consecutive days.

Dr. Rashmi Paranjpye, Professor, Dr. D. Y. Patil B-School spoke on Bullion market on 30th June, 2021.

Mr. Ashish Ramesh Bhave- Wealth Management and Life Coach- spoke on Wealth Management practices on 1st July, 2021.

Dr. Ankit Goel finance and tax planning faculty spoke on “ Old tax regime vs New tax regime.”

Summer School concluded on 3rd July, 2021 with a valedictory session at 12:30pm to 1:30pm. Dr. Audil Rashid Khaki was the Chief Guest for and he spoke on the topic “Emerging Landscape in Global Portfolio Diversification”.

Participants were given assignment after the end of the session every day and followed with the discussion on those those questions, the next day’s session. This helped the participants to not only assess their understanding but also clear their doubts.

The Summer School was convened by Dr. Amol Gawande- the Director of Dr. D. Y. Patil B – School and coordinated by Dr. Atul Kumar and Ms. Geetika.

After attending this program, the participants enriched their knowledge regarding various investment avenues and different techniques to manage wealth effectively. The participants also got to learn the process of investment planning and know the risks associated with different asset classes.

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