ESSENTIALSOF WEALTH CREATION
OAWA is an online educa�on academy
founded by investment professionals and
academicians. We are on a mission to serve as a pla�orm to
help learners expand their horizons through life-changing
learning experiences. At OAWA, we believe that the right
knowledge delivered at the right �me to the right mind can be
the first step in staying a step ahead in life.
WEEKSPROGRAM
SIX
www.oawa.in
What is the Program all about?The six weeks Essen�als of Wealth Crea�on Cer�ficate Program
is designed to provide ac�onable essen�als for wealth
management.
Who is this Program for?The Program is designed for learners of varied knowledge levels
and academic backgrounds.
www.oawa.in
MODULES
Introduc�on
Science of Wealth
Balancing the Books
Business Maths
Overview of Financial Markets
Deriva�ves
MF Industry
Insurance Industry
Por�olio Crea�on
Evalua�on of Investment & Rebalancing
Founda�on
Advanced
What should you expectGet started with the essen�al knowledge from the world of Wealth
Management! This first course is designed to help you take the first
step to become a wealth management professional by providing you
with the essen�al concepts needed to ace the profession. Topics
will be covered will be at an introductory level and does not require
any prior financial knowledge.
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PROGRAM HIGHLIGHTS
Concepts made easy
Interac�velive classesCase studies
Dis�nguished Facul�
Comprehensive understanding of the en�re
gamut of wealth management
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FACULTY
He is a PhD (Tax), M.Com. M.A. (Economics), M.A. (Public Administra�on), MA (Urdu)
MA (English lit.) LL.B., FCA, DISA, CISA, CISM. A universi� topper in all exams, he
became one of the youngest CA’s in India at the age of 21 securing an all India merit
rank. He has been prac�sing for 33 years.
He is an authori� on Income Tax, Cyber laws, Investment Strategy and Informa�on
systems control and audit. He has authored many books on investment strategies
and financial independence.Dr. Tejinder Singh Rawal
Om Ahuja
Prof Bhopatkar is a CFA with over 26 years of experience across equi� research
and corporate and academic courses in finance with focus on capital markets,
investments and risk management. He holds CFA charter and has also
completed Cer�ficate in Quan�ta�ve Finance from CQF Ins�tute, UK and Part
I & II of FRM Cer�fica�on from GARP Ins�tute and is involved in preparing
candidates for CFA program.
He is a qualified Chartered Accountant with over 24 years of experience across
Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and Brigade Group.
He has wide experience across Real Estate, Infrastructure, Construc�on,
Hospitali�, Banking, Financial Services & Manufacturing.
Makrand Bhopatkar
www.oawa.in
Dr. Debashis Sanyal
Dr. Kavita Sharma
ADVISORY BOARD
Prof Binay Bhushan Chakrabar� is a former Professor of Finance at IIM Calcu�a and ex- Director-in-charge of IIM Ranchi. He has worked as a member of the RBI’s commi�ee on Financial Benchmarks and the Advisory Commi�ee of the Risk Management Ins�tute of the Na�onal Universi� of Singapore.
He has been a visi�ng professor at IIM Ahmedabad and other IIMs, including CFVG, Vietnam, ESCP Paris, Na�onal Universi� of Singapore, Asian Ins�tute of Technology, Bangkok, Reims Business School, Bordeaux Business School, and ESC Toulouse in France. He has published more than for� research papers in interna�onal and domes�c journals.
Prof Binay BhushanChakrabar�
Dr. Debashis Sanyal is currently the Director at Great Lakes Ins�tute of Management, Gurgaon. With over 35 years of rich experience in top business schools, Dr. Sanyal has received numerous honors for teaching. . He is a merit holder from the Ins�tute of Cost and Works Accountant of India (ICWAI), where he also served as Joint Director. Before joining Great Lakes, Gurgaon, he was Vice Provost-Management and Dean of School of Business Management at NMIMS. Dr. Sanyal has also been Dean at Management Development Ins�tute (MDI), Gurgaon, and headed the EMBA program at S.P. Jain Centre of Management, Singapore.
Dr. Kavita Sharma recently re�red as the president of South Asian Universi�, New Delhi, India, in 2020. She has been a professor at The Hindu College, Delhi Universi�, for 37 years (1971-2008), during which she also served as principal for ten years. She then served as the Director of India Interna�onal Centre, New Delhi, from 2008 to 2014. She is a life member of several pres�gious associa�ons and ins�tutes, including the Indian Associa�on of Canadian Studies, Indian Law Ins�tute, Associa�on of Compara�ve Literature, and Indian History Congress.
www.oawa.in
APPLY NOW
FEESTRUCTURE
39,000/-
19,999/-(inclusive of GST)
Pay
Limited seats
25 %to reserve your seat
www.oawa.in
www.oawa.in
Nalanda, Seven Bungalows,Andheri West, Mumbai -400 053
Let's connect
[email protected]+080 6886 2300
ESSENTIALS OF WEALTH CREATION
ADVANCED CERTIFICATEIN WEALTH ADVISORY
PROGRAM INWEALTH MANAGEMENT
LEVEL BEGINNER ADVANCE PRO
OAWA OAWA OAWA
6 WEEKS (1.5 MONTHS) 12 WEEKS (3 MONTHS) 26 WEEKS (6 MONTHS)
10 18 30
40
80 150
CERTIFICATE
DURATION
MODULES
HOURS
FUNDAMENTALS
CASE STUDIES
EXPERT SESSIONS
APPLICATION
SOFT SKILLS
CLIENT RELATION SKILLS
INVESTOR PITCH
PLACEMENT SUPPORT
ALUMNI STATUS
INVESTMENT ` 19,999` 39,000 ` 39,999* ` 1,58,238**` 70,000 ` 1,75,820
* EMI options available**There is a 10% discount on up-front payment /EMI options available
APPLY NOW
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