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| Section | Weight | Objectives |
|---|---|---|
| Concept of Wealth Management | 10% | - Time value of money - Client profiling and financial goal setting - Wealth management process and lifecycle |
| Indian and Global Financial System | 12% | - Financial markets and institutions - Regulatory framework - Global financial environment |
| Retirement Planning | 7% | - Retirement needs analysis - Annuities and pension plans - Retirement savings vehicles |
| Legalities in Wealth Management | 8% | - Contract and property laws - Legal structure of investments - Compliance and regulations |
| Intergenerational Wealth Transfer & Estate Planning | 8% | - Will and trust structures - Wealth preservation strategies - Estate planning fundamentals |
| Tax Laws for Wealth Management | 10% | - Tax planning strategies - Income tax and capital gains - Tax efficiency in investments |
| Role of Wealth Management in Banking | 8% | - Private banking services - Client relationship management - Banking products for wealth creation |
| Measuring Investment Risk and Returns | 12% | - Return calculation and benchmarks - Portfolio theory basics - Risk types and measurement |
| Concept of Insurance and Risk Management | 10% | - General insurance - Life and health insurance - Risk assessment and mitigation |
| Investment Vehicles in Wealth Management | 15% | - Equity, debt, mutual funds - Real estate and structured products - Alternative investments |
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