X

Enquire Now

X

Get the brochure

apply now
X

Get 6 Month Syllabus



Programs on Financial Wellness

Plan your finance today for a better tomorrow!

Program Overview


Elevate (Duration: 1 month)

The program is a practical application of the basic mantras of savings, nivesh and asset classes. The program will guide you into the world of money and markets by introducing you to wide-ranging investment principles through relatable case studies



Wisdom (Duration: 2 months)

How to live without the fear of financial savings. The Program handholds you on a journey into the world of assets, economy and markets.



Certified program
Achieve Aarthic Samriddhi
Learn through Case Studies
Access to OAWA's eLibrary
Schedule 1-1 doubt resolution session
Learn from Industry Mentors
“If you can speak the language of money, you will be more successful.”

-Richard Ruback
(Harvard Business School)

Syllabus

The Financial wellness programs are curated by siksha gurus with decades of experience in investments, savings and markets and delivered in the form of live classes, videos, live case studies and projects.
Who Is This Program For?

This Program is suitable for all professionals who are looking to take control of their savings and prepare themselves to become an investor and enter the world of money and investments.

view more
view less
What do you take away?

Financial Peace & Prosperity. Learn the basic skills of a money manager and become the Money Manager of your family and friends

view more
view less

Program Outcome

Elevate

The financial wellness program simplifies finance and empowers the participants to use their understanding for their personal and professional practice.

Wisdom

At the end of the Program, every learner will be able to build a holistic understanding of the financial and economic environment and build a comprehensive investment portfolio across asset classes. Build appropriate insurance buffers.

Shiksha Gurus

Learn from India’s acclaimed financial gurus and industry professionals.

Modules

Best-in-class content by leading faculty and industry leaders in the form of live sessions, videos, case studies and assignments
  • Introduction to Savings and Investments
  • The Eight Wonder: The Power of Compounding
  • What are Macros and How it Impacts our Savings and Investments
  • Let's Discuss Asset Classes
  • How to Allocate Assets
  • Investing with Mutual Funds
  • Creating your Investment Portfolio
  • Introduction to Savings and Investments
  • The Eight Wonder: The Power of Compounding
  • What are Macros and How it Impacts our Savings and Investments
  • Let's Discuss Asset Classes
  • How to Allocate Assets
  • Investing with Mutual Funds
  • Creating your Investment Portfolio
  • How to value a Bond?
  • How to value an Equity share?
  • Strategies to minimise portfolio risk
  • Can gold and real estate have a place in an investor’s portfolio?
  • Insurance and wealth protection
  • Building a comprehensive portfolio

Case Studies

  • Learners study through a wide-range of case-studies
  • Case studies aim at practical applications

About Us

OAWA is managed and advised by professionals from MF and the wealth management industry and academicians and alumni from IIM Calcutta and Bangalore. We deliver curated financial wellness programs for corporate clientele.

Program Fees

(Inclusive of 18% GST)
Elevate ₹ 9700/- *₹ 8,245/-
Wisdom ₹ 19,900/- *₹ 16,915/-
*Special offer for Sodexo users only