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.

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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.

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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

contact@oawa.in+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