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    Introduction To Wealth Management

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    jainish bhagat
    This document outlines the course details for INTRODUCTION TO WEALTH MANAGEMENT. The course is a 3 credit hour course with 3 hours of theory per week and no practical or tutorial hours. Exams are weighted as 40% continuous evaluation and 60% end semester. The course objectives are to understand financial markets, investment products, and the investment process. The course content is divided into 4 modules covering financial systems, capital markets, investment concepts, and various investment products. Student performance is evaluated through tests, faculty evaluation, and an end semester exam. Upon completing the course, students will understand wealth management concepts and markets, investment products, and balancing savings and investments.

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    Introduction To Wealth Management

    Uploaded by

    jainish bhagat
    32 views2 pages
    This document outlines the course details for INTRODUCTION TO WEALTH MANAGEMENT. The course is a 3 credit hour course with 3 hours of theory per week and no practical or tutorial hours. Exams are weighted as 40% continuous evaluation and 60% end semester. The course objectives are to understand financial markets, investment products, and the investment process. The course content is divided into 4 modules covering financial systems, capital markets, investment concepts, and various investment products. Student performance is evaluated through tests, faculty evaluation, and an end semester exam. Upon completing the course, students will understand wealth management concepts and markets, investment products, and balancing savings and investments.

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    Introduction to Wealth Management

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    This document outlines the course details for INTRODUCTION TO WEALTH MANAGEMENT. The course is a 3 credit hour course with 3 hours of theory per week and no practical or tutorial hours. Exams are weighted as 40% continuous evaluation and 60% end semester. The course objectives are to understand financial markets, investment products, and the investment process. The course content is divided into 4 modules covering financial systems, capital markets, investment concepts, and various investment products. Student performance is evaluated through tests, faculty evaluation, and an end semester exam. Upon completing the course, students will understand wealth management concepts and markets, investment products, and balancing savings and investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    32 views2 pages

    Introduction To Wealth Management

    Uploaded by

    jainish bhagat
    This document outlines the course details for INTRODUCTION TO WEALTH MANAGEMENT. The course is a 3 credit hour course with 3 hours of theory per week and no practical or tutorial hours. Exams are weighted as 40% continuous evaluation and 60% end semester. The course objectives are to understand financial markets, investment products, and the investment process. The course content is divided into 4 modules covering financial systems, capital markets, investment concepts, and various investment products. Student performance is evaluated through tests, faculty evaluation, and an end semester exam. Upon completing the course, students will understand wealth management concepts and markets, investment products, and balancing savings and investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    P P Savani University

    School of Liberal Arts and Management Studies


    Course Code: SLMB7160
    Course Name: INTRODUCTION TO WEALTH MANAGEMENT

    Teaching & Examination Scheme:


    Teaching Scheme (Hours/Week) Examination Scheme (Marks)

    Theory Practical Tutorial Total


    Theory Practical Tutorial Credit
    CE ESE CE ESE CE ESE

    03 00 00 03 40 60 00 00 00 00 100

    CE: Continuous Evaluation, ESE: End Semester Exam

    Objective(s) of the Course:


     Understand the history and workings of Indian and Global financial markets.
     Understand different markets within primary and secondary market.
     Understanding investment products, its uses, advantages and risks.
     Understand the process of investments .
     Figuring out the best suited investment product according to the investor
    characteristics.
    Course Content:
    Module Weightage
    Content Hours
    No. in %
    Global & Indian Financial System:
    Global Financial System: Introduction & History
    Indian Financial Market: Introduction & Structure - Banking
    1 11 25
    System, Securities Market, Commodities Market, Foreign
    Exchange Market, Insurance Market and Pension Market.

    Indian Capital Market:


    Primary & Secondary Markets: Definition, Nature, Role,
    2 11 25
    Functions and Risk Management System.

    Introduction to Savings and Investment:


    3 Concept, Characteristics and process of investment and 11 25
    Investment-Speculation-gambling.
    Investment Products:
    Equity & Debt: Meaning & Types
    Mutual Funds, Small Saving Instruments, Insurance, gold,
    4 Alternate Products: Hedging, Speculation, Arbitrage, 12 25
    Derivative and structured products, commodities, Private
    Equity and Venture Capital, International Investments & Art
    and Collectibles.

    Text Book(s):
    Title Author/s Publication
    Investment Adviser (Level 1) NISM National Institute of
    Securities Markets.

    Web Material Link(s):


     www.sebi.org
     www.nism.ac.in

    Course Evaluation:
    Theory:

     Continues Evaluation consist of two test each of 20 marks and 1 hour of duration and
    average of the same will be converted to 20 marks
     Faculty evaluation consists of 20 marks as per guidelines provided by course
    coordinator.
     End semester examination consists of 60 marks.

    Course Outcomes:
    After completion of the course, the student will be able to
     Understand the concept and importance of wealth management.
     Know about Indian as well as international financial markets.
     Enhanced understanding on wealth management products.
     Knowledge about working of primary and secondary markets.
     Understanding on balance between savings and investments.

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