Introduction to the Course
The broad aim of this course is to build on the finance tools and techniques that students have acquired during the earlier trimesters and direct these to application areas of investment banking and wealth management. Investment banking course dealt with conceptual issues of various aspects of investment banking in analytical manner to frame the appropriate strategies. The aim of wealth management is to develop a comprehensive framework to understand the wealth management requirements of various types of individuals and integrate this with the opportunities that exist in the financial ecosystem. Through case studies, live projects and financial planning calculators, students will learn how to formulate sound individual and corporate financial strategies.
Course Objectives
- To help students understand concept of investment
banking coupled with perspectives on global investment banking and allied
activities.
- To help learners understand
role of investment banker in issue underwriting, buybacks, private equity and
M&A advisory practices.
- To understand framework of wealth
management and clients needs, goals, constraints and fears.
- To equip students with the
knowledge of various asset classes and asset allocation strategies.
- To provide insights of retirement
planning and estate planning
Prerequisites, if any, mention: Financial Markets & Services
- Faculty: Sridevi V