Mumbai: OAWA Investment Education, an online education academy seeking to assist students in pursuing a strong career path in wealth management, will be soon hosting a 3-day workshop on ‘Estate Planning: Succession Planning and Private Trust’ from 17th -19th December, 2021 to cover frequently asked questions and common misconceptions on the subject, Estate Planning- Wills & Private Trusts.
Through OAWA’s Estate Planning workshop the learner will gain deeper knowledge of the Estate planning and Trust process, build knowledge on Succession Planning which is applicable to both business owners & Asset Protection, learn all the relevant practical skills that can be immediately applied to current client situations and Estate Planning Solutions. The Estate Planning workshop is priced at INR 5,999 (Inclusive of GST) for those keen to delve into these areas in the field of Wealth Management.
The workshop will be led by Dilip Balakrishnan, Co-Founder & Director at Stratmore Wealth Pvt. Ltd, who is a pioneer in estate planning services with an experience which spans over 20 years in the wealth management industry. He has worked at Deutsche Bank, HSBC, SCB and EFG (Swiss Bank) as well as Anand Rathi Wealth in the past, and has been instrumental in drafting over a few thousand Wills and Private Trusts for HNI families.
Sujoy Das, Co-Founder, OAWA Investment Education said, “OAWA Investment Education is excited to have Dilip Balakrishnan lead the workshop on estate planning. Participants will be able to learn from his in-depth knowledge and decades of experience in the field of Estate planning. His detailed insights on the topic will help learners achieve the learning objectives and then use it in their own journeys and careers.”
OAWA recently launched a NSE Academy certified 6-month Program in Wealth Management to groom students to develop core financial knowledge and soft skills to become top bracket wealth managers. The program is open to final year students, Graduates, Post Graduates across all streams, and industry professionals seeking to upskill. It is also apt for those looking for a career shift. The Program will provide students with in-depth knowledge in subjects like Science of Wealth, Business Maths, Macros, and Risk Portrait amongst others in the Foundation Module and lessons like Mutual Funds, Risk Capital, Bullion, Insurance Industry, Personal Taxation, Offshore Investments, etc. in the Advanced Module. The Module on Soft Skills will help students develop skills such as Writing, Communication, Interpersonal, Time Management, Presentation, Negotiation, Customer Relationship Management, etc.