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CAKART Wealth Advisor

Wealth Advisor

A complete video lecture on Industry Endorsed Certificate in Wealth advisor Online Course

Overview of Wealth Advisor

Ideal for Financial Planners,this covers the entire Wealth Management life cycle - from financial planning,asset allocation to performance evaluation and attribution. The program covers all the Investment products required for High Networth Individuals such as Equities,equity derivatives,bonds,currencies,commodities,mutual funds and Insurance.

About faculty of Wealth Advisor

Aditya Mishra
Aditya has worked in wealth management for over 12 years. He was, until recently, the head of Consumer Banking at Dresdner Bank, India. Prior to that he was heading the NRI Wealth Management Business for ABN AMRO.

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