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Home / Syllabus / Master of Commerce (M.Com.) / Banking and Finance / Semester 4 / Wealth Management

Master of Commerce (M.Com.) Wealth Management Syllabus - Mumbai University

Wealth Management Syllabus.pdf
Elective course · Semester 4 · M.Com. Banking and Finance · 4 credits · 100 marks

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Syllabus for Wealth Management

Elective course · Semester 4 · M.Com. Banking and Finance · 4 credits · 100 marks

Module I: Fundamentals of Wealth Management (2 CREDITS)

  • Unit 1 Introduction to Wealth Management 
  • Definition and scope of wealth management. 
  • Key components: Investment planning, tax planning, retirement planning, and estate
  • planning. 
  • The role of a wealth manager and essential skills for effective client advisory. 
  • Overview of global trends and practices in wealth management.
  • Unit 2 Investment Planning and Asset Allocation 
  • Understanding client goals, risk tolerance, and investment horizon. 
  • Types of investments: Equity, debt, mutual funds, real estate, and alternative
  • investments.
  • Principles of asset allocation and portfolio diversification.
  • Case studies: Developing and optimizing client investment portfolios.

Module II: Advanced Wealth Management Practices (2 CREDITS)

  • Unit 3 Tax and Retirement Planning 
  • Tax planning: Strategies for tax efficiency, understanding tax laws, and exemptions. 
  • Importance of retirement planning: Pension plans, annuities, and retirement savings
  • schemes. 
  • Tools and techniques for creating sustainable retirement income plans. 
  • Practical applications: Designing tax-efficient retirement strategies.
  • Unit 4 Estate Planning and Ethical Wealth Management
  • Fundamentals of estate planning: Wills, trusts, and power of attorney.
  • Legal aspects: Estate taxes, inheritance laws, and succession planning. 
  • Ethical considerations in wealth management: Fiduciary responsibility and conflict of interest. 
  • Emerging trends: Role of technology and AI in wealth management.

References

  • 1 Kapoor, J. R., Dlabay, L. R., & Hughes, R. J. Personal Finance.
  • 2 Chandra, P. Investment Analysis and Portfolio Management.
  • 3 Bhalla, V. K. Investment Management: Security Analysis and Portfolio Management.
  • 4 Fabozzi, F. J. Handbook of Wealth Management.
  • 5 Reilly, F. K., & Brown, K. C. Investment Analysis and Portfolio Management. Letter Grades and Grade Points:

Reproduced from the University of Mumbai syllabus for M.Com. (Banking & Finance) under NEP 2020, in force from the academic year 2023-24. 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 specialisation. Open a document here if you want the whole thing rather than a single subject.

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