WEALTH MANAGEMENT-PRACTICAL

Paper Code: 
DFSG 716
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

Course Outcomes (COs):

Learning outcome (at course level)

Learning and teaching strategies

Assessment Strategies

On completion of this course, the students will be able to;

 

CO226 To demonstrate the impact of various economic conditions on investment.

CO227 Manage risk of equity and debt investment

CO228 Examine the benefits of alternative investment avenues

CO229 Evaluate and appraise risk - return measurement for various asset classes in a portfolio

CO230 Perform financial planning for themselves and their clients based on their financial goals .

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases Demonstration, Power point presentation.    

 Learning activities for the students:                              Self learning assignments, Effective questions, Seminar presentation, Live practical problems analysis

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects, Case Study Analysis

 

6.00
Unit I: 
Presentation /repor

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

6.00
Unit II: 
Case study/project

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

6.00
Unit III: 
Project

Project related to Alternative investment avenues.

6.00
Unit IV: 
Class discussion /Presentation

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: 
Report/ Case Study

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

Essential Readings: 

SUGGESTED TEXT BOOKS
• 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

SUGGESTED REFERENCE BOOKS
• 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 RESOURCES
 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: 
2023-2024
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