About the program

The Strategic Wealth Management program at IIMU is designed to provide practical insights and evidence-based strategies to professionals for navigating today’s dynamic financial landscape. Covering a wide range of topics, including equity, fixed income, alternative assets, behavioural finance, and emerging fintech solutions, this program empowers participants to make informed investment decisions, optimize portfolios, and implement tax-efficient and sustainable wealth strategies. Designed for practitioners, this program offers actionable tools to build financial resilience and achieve both personal and organizational goals.

Objectives

The program is tailored for executives and decision-makers seeking to enhance their expertise in strategic wealth management. By the end of the program, participants will:

  • Build a strong foundation in financial planning, portfolio diversification, and wealth creation strategies.
  • Master investment principles across asset classes, including equity, fixed income, mutual funds, ETFs, and alternative assets like real estate, commodities, and private equity.
  • Integrate macroeconomic insights and behavioural finance principles to optimize strategic and tactical asset allocation.
  • Evaluate portfolio performance using advanced metrics and statistical tools for data-driven decision-making.
  • Leverage fintech innovations like robo-advisory platforms and implement tax-efficient and estate planning strategies.

Program duration:

This open program is designed for 5 days as a residential program at IIM Udaipur. Participants have to travel to Udaipur to attend the program in person. Being a residential program, the participants will be accommodated in a hotel nearby on a single accommodation basis.

Contents

  • The program would cover the following broad topics:
  • Foundations of Investments and Wealth Management
  • Equity Investments
  • Fixed Income Investments
  • Mutual Funds and ETFs
  • Alternative Assets: Real Estate and Commodities
  • Alternative Assets: PE/VC, Hedge Funds, Structured Products, and InvITs
  • Wealth Management and Economy
  • Performance Evaluation and Portfolio Analysis
  • Strategic and Tactical Asset Allocation
  • Behavioural Finance
  • Statistical Analysis of Investment Strategies
  • Robo-Advisory and Other Fintech Products
  • Tax and Estate Planning

Pedagogy

The program employs a blend of interactive lectures, case studies, hands-on exercises, and real-world examples to ensure practical understanding and application of investment concepts. Participants will also engage in discussions and analysis to bridge theory with practice, fostering a deeper learning experience.

Outcome

The Strategic Wealth Management Program at IIMU is designed to equip participants with comprehensive investment knowledge and advanced portfolio management techniques to navigate today’s evolving financial landscape. By integrating fundamental and alternative investment strategies, participants will develop expertise in equity valuation, fixed-income securities, and mutual fund selection, enabling them to construct well-diversified and risk-optimized portfolios. The curriculum also covers alternative assets such as real estate, commodities, private equity, venture capital, and hedge funds, ensuring that participants gain exposure to non-traditional investment vehicles that can enhance portfolio resilience. By mastering performance evaluation, asset allocation, and behavioral finance, graduates will be able to make data-driven, strategic investment decisions that align with both personal and institutional financial goals.

Beyond technical proficiency, this program cultivates a forward-thinking, innovation-driven approach to wealth management. Participants will explore statistical analysis techniques, fintech solutions, and robo-advisory platforms, preparing them to leverage technology and automation in modern investment decision-making. The emphasis on behavioral finance ensures that professionals can identify and mitigate cognitive biases, improving financial outcomes for clients and organizations alike. Whether managing private wealth, institutional portfolios, or alternative investments, participants will emerge with a holistic skill set, ready to optimize asset allocation, enhance portfolio performance, and drive financial growth in an increasingly dynamic and complex investment environment.

Participants’ profile

The program is designed for senior executives, investors, wealth managers, and finance professionals who are responsible for making or advising on strategic financial decisions. It is ideal for individuals managing personal or institutional wealth, including investment professionals, portfolio managers, financial advisors, and private bankers seeking to deepen their expertise. The program also caters to business leaders, family office managers, and HNIs (High net worth individuals) looking to optimize their strategies.

A certificate of participation will be awarded to the participants by IIMU.

Program dates:

August 25 to 29, 2025    (Monday to Friday)

Early Bird Discount (EBD) till: 

July 14, 2025 (Monday)

Last date for application: 

August 11, 2025 (Monday)

Last date for withdrawal:

August 11, 2025 (Monday)

Program dates:

August 25 to 29, 2025    (Monday to Friday)

Early Bird Discount (EBD) till: 

July 14, 2025 (Monday)

Last date for application: 

August 11, 2025 (Monday)

Last date for withdrawal:

August 11, 2025 (Monday)

Venue and Accommodation

The program will take place at the Indian Institute of Management Udaipur. Participants will receive full board and air-conditioned single-room accommodation at a nearby hotel, on a single occupancy basis.

Program Fee

INR 1,00,000/- (+ Applicable GST ) per person for participants from India and its equivalent in US Dollars for participants from other countries

Early Bird Discount

Nominations received with payments on or before July 14, 2025 (Monday) will be entitled to an early bird Discount of 7%. INR 93,000/- (+ Applicable GST)

Group Discount

Group Discounts can be availed for a group of 3 or more participants when nominations are received from the same organization.

Note

  • All enrolments are subject to review and approval by the program director. Kindly do not make your travel plans unless you receive the letter from IIMU.
    The program fee should be received by the Executive Education Office before the program commencement date. In case of cancellations, the fee will be
  • refunded only if a request is received at least 15 days prior to the start of the program.
  • If a nomination is not accepted, the fee will be refunded to the person/organization concerned.

PROGRAM DIRECTORS

Prof. Prateek Sharma

Program Director

Dr. Prateek Sharma has an MBA and PhD from IIM Lucknow. He is currently an Associate Professor in the Finance Area at IIM Udaipur. Before joining academia, he was associated with CitiBank, Indus Valley Partners, and Infosys.
He has a long experience teaching a wide array of finance courses such as corporate finance, investments and portfolio management, corporate valuation, working capital management, and empirical asset pricing. He has also taught various finance courses in the short-term executive programs offered by the institute for various companies. Dr. Sharma is an active researcher; his research papers have appeared consistently in highly reputed international journals. In addition to teaching and research, he serves as the co-Chairperson of the JM Finance Centre for Financial Research at IIM Udaipur.

Prof. Samarpan Nawn

Program Director

Samarpan Nawn holds a Ph.D. in Finance from IIM Calcutta and an M.Stat from the prestigious Indian Statistical Institute (ISI). He is currently an Associate Professor at IIM Udaipur, where he teaches and researches across various domains of Finance, with a particular focus on alternative assets.
Before his academic career, Dr. Nawn amassed extensive corporate experience in leading financial institutions, including CITIBANK, Lehman Brothers, and Nomura, where he specialized in high-stakes financial decision-making and risk management.
His research is published in high-quality Finance journals, reflecting his deep expertise and contributions to the field. At IIM Udaipur, he designs and delivers rigorous Finance courses, preparing students for the dynamic world of investments, risk, and financial markets.

Sample Certificate