OAWA Investment Education launches NSE Academy certified 6-month Program in Wealth Management

Mumbai: OAWA Investment Education, an online education academy founded by investment professionals and academicians seeking to assist students in pursuing a strong career path in wealth management, have launched a new OAWA-NSE Academy co-certified 6-month Program in Wealth Management. This first-of-its-kind program has been designed to provide students with a unique combination of financial knowledge, practical application, as well as soft skills to assist customers.


OAWA launched the 6-month Program in Wealth Management earlier today on a webinar titled ‘Future of Wealth Management’ with a host of industry stalwarts such as Mr. Himanshu Bhagat, Managing Director and Head, Wealth Management, Julius Baer India, Mr. Abhilash Misra, CEO, NSE Academy, Prof (Dr.) Kavita Sharma, Ex-President South Asian University, Director-India International Centre and Principal, Hindu College, Delhi and Mr. Swarup Mohanty, CEO – Mirae Asset Investment Managers, who spoke about the need for a certified qualification for wealth managers to address the talent gap in the current marketplace.


This Program in Wealth Management 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. This 6-month program consists of three modules – Foundation, Soft Skills and the Advanced Module. 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. The Program is priced at Rs. 1,58,238, inclusive of GST.


Sujoy Das, Co-Founder, OAWA Investment Education said, “We have brought together decades of our experiences and learning from the world of investments, finance and wealth to create an industry-focussed curriculum that will bridge the gap in the number of wealth managers the country currently has and the demand of the profession in the coming years. Our faculty and trainers work with the students to develop the fundamentals along with the right soft skills to deal with clients’ dynamic needs.”


OAWA and NSE Academy’s 6-month Program in Wealth Management grooms students to develop core financial knowledge and soft skills and aims to train them to be top Bracket Wealth managers. Virtual classes will be conducted by acclaimed academicians and renowned industry professionals throughout the course. The program also goes beyond books as it includes Case Studies and On-Field Training to deal with actual clients which will help students get more exposure in the field.