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Admissions

It is a University which is committed to excellence and overall development of the student and one where talent is nurtured and honed in the best possible manner. Come, be a part of our never-ending journey of accomplishments and accolades.

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Placements

Excellent education not only imparts knowledge, but also paves the way for a promising and successful career. The Placement Cell at The IIS University has numerous success stories to narrate in this regard...

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Life@IIS Univ

Life @ IISU is nothing less than a kaleidoscope of myriad hues; complete with vibrant events and memorable occasions to cherish for a lifetime.

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Academics

Taking the age-old tradition of enlightenment through education forward, The IIS University - in its continuous pursuit of excellence - firmly believes that an institution’s academic profile determines its worth and value. Therefore, on offer are a wide variety of both conventional and contemporary programmes of study.

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Research

To stimulate curiosity and cater to the global needs of a dynamic education, The IIS University - since inception - has been promoting and encouraging research-based experiential learning among all its students.

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About Us

The IIS University, with its perfect amalgamation of innovation, inspiration and synergy, aims to be a model institution for students across disciplines and programmes.

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IIS Univ
  • Admissions

    It is a University which is committed to excellence and overall development of the student...

  • Placements

    Excellent education not only imparts knowledge, but also paves the way for...

  • Life@IIS Univ

    Life @ IISU is nothing less than a kaleidoscope of myriad hues; complete with...

  • Academics

    Taking the age-old tradition of enlightenment through education forward,...

  • Research

    To stimulate curiosity and cater to the global needs of a dynamic education,...

  • About Us

    The IIS University, with its perfect amalgamation of innovation, inspiration...

IIS (Deemed to be University)

Gurukul Marg, SFS, Mansarovar, Jaipur 302020, (Raj.) India

Phone:- +91-141-2400160-61, 2397906-07,

Fax: 2395494,2781158, Toll Free No.: 1800 180 7750

Wealth Management | Financial Studies

Wealth Management

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Paper Code: 
FMG 617 B
Credits: 
3
Contact Hours: 
45.00
Max. Marks: 
100.00
Objective: 

• To acquaint students with the significance of financial planning and wealth management at economy and individual level and to learn about the essential terms, concepts, theories and principles of Wealth management..

9.00

Introduction of Wealth Management-concept of wealth management,
• Need, features, advantages and limitations of Wealth Management.
Wealth Management & the Economy- Financial planning to wealth management,
• Economic cycles and Indicators.
• Wealth management and impact of interest rate, currency exchange rate & the deficit.

9.00

Investment & Risk Management of Equity- Active and Passive Exposure,
• Returns from passive exposure to S&P CNX Nifty,
• Sector Exposure and Diversification,
• overview of Fundamental and Technical Analysis ,
• Fundamental Valuation Approaches,
• Investment and Speculation, Leveraging.
Investment & Risk Management Debt - Role of Debt,
• Deposits and Debt Securities ,
• Valuation of Debt Securities,
• Yields and Interest Rate Risk ,
• Interest Rate and Debt Investments,
• Credit Exposure and Debt Investments,
• Concentration Risk, Passive Investments in Debt.
• Primary market for debt Securities- Issuance of G-Secs and Corporate Bonds; Secondary Market for Debt Securities.
• Investment & Risk Management of Alternate Assets -Gold and Real Estate

9.00

Investment product and Services-Derivative,
• Mutual Fund ,
• Venture Capital / Private Equity Funds
• Hedge Funds ,
• Structured Products ,
• Portfolio Management Services (PMS)
• Risk Management through Insurance- Risk Assessment, Life Insurance, Health Insurance,General Insurance, Safeguards in Insurance

9.00

Investment Evaluation Framework- Risk-Return Framework,
• Measuring Risk- estimation of Standard Deviation and Beta
• Risk Adjusted Returns- Sharpe Ratio , Treynor Ratio , Alpha
• Risk Profiling & Asset Allocation- Risk Profiling, Need of Asset Allocation, Strategic Asset Allocation, Tactical Asset Allocation, Fixed Asset Allocation, Flexible Asset Allocation.
• Asset Allocation Returns in Equity, Debt and Gold
(i). Fixed Asset Allocation with Annual Re-balancing
(ii). Flexible Asset Allocation
• Allocation to Speculation, Diversification in Perspective

9.00

Financial Planning- Role of Financial Planner,
• Importance of financial planning,
• Financial Planning Process,
• Contract and Documentation,
• Life Cycle and Wealth cycle,
• Risk Profiling and Asset Allocation,
• Systematic Approach to Investing (SIP, SWP,STP),
• Financial Plan, Financial Blood-Test Report (FBR).
• Financial Planning in India.
• Financial Planning Aspects-Role of Equity in Retirement planning,
• Leveraged investment in IPOs,
• generating regular Income, and Funding Education needs,
• Loan Against Investment Products,
• Liquidity of Investment Portfolio. Maximizing Post tax returns.

Essential Readings: 

• Bharti VPathak., Indian Financial System, Pearson Education, New Delhi.
• Uma Shashikhat and SunitaAbraham, WealthManagement, Centre for Investment Education & Learning Publication.

References: 

• Dun and Bradstreet ,Wealth Management, McGraw Hill Professionals.
• Introduction to Financial Planning ,Indian Institute of Banking and Finance .
• Risk Analysis,Insurance and Retirement Planning,Indian Institute of Banking and Finance
• NCFM module on Wealth Management ,NSE India Ltd.

Academic Year: 
2019-2020
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