Wealth Management-Practical

Paper Code: 
24DFSG716
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

This course will enable students to analyze the impact of economic cycles and factors like interest rates and currency exchange rates on investments, assess risk and return in various asset classes, and develop effective financial plans using Excel.

 

Course Outcomes: 

Course

Learning outcome

(at course level)

Learning and teaching strategies

Assessment Strategies

Course Code

Course

Title

 

24DFSG 716

Wealth Management-Practical

(Practical)

CO271: Demonstrate the impact of various economic conditions on investment.

CO272: Manage risk of equity and debt investment

CO273: Examine the benefits of alternative investment avenues

CO274: Evaluate and appraise risk - return measurement for various asset classes in a portfolio

CO275: Perform financial planning for themselves and their clients based on their financial goals .

CO276: Contribute effectively in course-specific interaction

 

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases, Powerpoint presentation.    

 Learning activities for the students: Self-learning assignments, Seminar presentations.

CA test, Semester end examinations, Solving problems in tutorials, Assignments, Presentations.

 

6.00
Unit I: 
Currency Exchange rate

• Presentation /report on impact of economic cycle/interest rate/ currency exchange rate on investment.

6.00
Unit II: 
Investment in debt & equity

• Case study/project on Investment in debt & equity/ impact of interest change on equity and debt investment

6.00
Unit III: 
Alternative investment Avenues

• Project related to Alternative investment avenues

6.00
Unit IV: 
Risk and Return of Security and Portfolio of Assets

• Class discussion /Presentation on Different asset classes for Investment and asset allocation for different categories of investors. /Discussion and Preparation and Presentation of Report on Risk and return of security and portfolio of asset.

6.00
Unit V: 
Financial Planning

• Financial Planning using Ms Excel / Case Study related to Financial Planning

Essential Readings: 

• Shashikant Uma, Abraham Sunita ,Wealth Management Basic Level, Centre for Investment Education & Learning Publication
• Prof. George S. Mentz, Wealth Management and Financial Planning, Private Wealth Management Guide

References: 

Suggested Readings:
• Prof. George S. Mentz, Wealth Management and Financial Planning, Private Wealth Management Guide
• NCFM Module on Wealth Management
• 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
• Swapna Mirashi, I Can Do Financial Planning, Academic Foundation AND Reserve Bank of India

E-Content:
 P Chandra, Investment Analysis and Portfolio Management , McGraw Hill Education, https://www.expresslibrary.mheducation.com/bookshelf
 Sasidharan ,Security Analysis & Portfolio Mgt., McGraw Hill Education, https://www.expresslibrary.mheducation.com/bookshelf
 National Digital Library
 NPTEL Local Guru content

Reference Journals:
• Finance India, https://financeindia.org/
• Journal of Wealth Management & Financial Planning (JWMFP), https://www.mfpc.org.my/learning-centre/journal-wealth-management-financ...
• Journal of Wealth Management, https://jwm.pm-research.com/J
• Journal of Wealth Management, https://www.scimagojr.com/journalsearch.php?q=11700154394&tip=sid

Academic Year: 
2024-2025
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