B.Com. (Honours with Research) with Specialization in Business Management Wealth Management Syllabus - Mumbai University
This is the SY BCom BM syllabus under NEP 2020, in force from the academic year 2025-26. The University clubbed this degree with B.Com., B.Com. (Accountancy) and B.Com. (Business Economics) on 25 May 2026 and now awards it as B.Com. (Commerce and Management), with Business Management as the Major: the papers below are the ones its own Board of Studies sets, so your exam form may name the degree differently from your admission letter. The four Major papers of Semesters III and IV are the four credit versions the University issued on 5 August 2026, which carry twice the modules of the two credit papers set for these semesters before them.
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Syllabus for Wealth Management
Module I: Introduction to Wealth Management
- Meaning and Scope of wealth Management, Wealth Management Process, Wealth cycle
- Meaning and Nature of Investment, Investment alternatives and avenues, Tax Saving Investments, Investment Attributes, Approaches to investment decisions
- Types of Investment risk, Six type of risk profile of an investor
Module II: Financial planning & Financial Mathematics
- Role of Financial planner, Types of Financial planning, financial blood test Report
- Calculation of Return 1)CAGR 2) Post Tax Return 3) Holding Period Return (Solved Problems)
- Calculation of Total Assets Net worth and Return (Solved problems)
Reference Books
- o “ Wealth Management and Financial Planning"by Madhu Sinha, Taxmann Publications
- o Investment Management: Security Analysis and Portfolio Management" by V. A. Avadhani, Himalaya Publishing House
- o Wealth Management Unwrapped: Unwrap What You Need to Know and Enjoy the Present" by Charlotte B. Beyer, Wiley
- o Wealth Management: The Financial Advisor’s Guide to Investing and Managing Clients' Portfolios by S. S. Saha , McGraw Hill India
Reproduced from the University of Mumbai syllabus for B.Com. (Business Management) under NEP 2020, in force from the academic year 2025-26. Wording is as printed in that syllabus. Module numbering is as printed there too.
The complete syllabus
This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.