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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.

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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

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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.

Dr. Amit Bagga

He is a PhD and Master’s in Commerce from University of Delhi. He is also a qualified Chartered Accountant and Cost Accountant with over 25 years of experience.

Dr. Tejinder Singh Rawal

He is a PhD (Tax), M.Com. M.A.(Economics), M.A.(Public Administration), MA (Urdu) MA (English lit.) LL.B., FCA, DISA, CISA, CISM.

Om Ahuja

He is a qualified Chartered Accountant with over 24 years of experience across Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and Brigade Group.

Makarand Bhopatkar

Prof Bhopatkar is a CFA with over 26 years of experience across equity research and corporate and academic courses in finance with focus on capital markets, investments and risk management.

Jitender Kumar

Jitender holds Master degrees in Economics, is an MBA and a CFA Charter-holder (from CFA Institute USA).

Joydeep Sen

Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional”.

Dr. Satish Shrivastav

Dr. Shrivastav is a qualified M. Com., M. Phil., MIRPM., M.A. (Econometrics), LL.B., M.B.A., and Ph. D. (Finance) with over 30 years of academic/professional experience in the areas of accounting & financial management.

Dr. Shanti Suresh

Dr Shanti Suresh (CS, M.COM, M.Phil, MBA, MFM) is Vice Principal and HOD Commerce at SIES College of Commerce and Economics - Sion Mumbai.

Dr. Ranjan Chakravarty

Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in cutting-edge high-frequency trading algorithms.

Venugopal Rajamanuri

He is a Freelance Corporate Trainer and Visiting Faculty in Banking, Financial Services and Insurance (BFSI) domain and promoter Director of Ascend Academy for BFSI Sector Studies. He has over 38 years of experience.

Sujoy Das

Co-founder of OAWA; Ex-Head of Fixed Income, Invesco MF, Bharti AXA MF and DSP Merrill Lynch MF with over 25 years of global fund management experience and managing over Rs 35,000 crore of funds.

Vikram Sengupta

IIM-C alumni, ex- Lehman Brothers, Nomura, and founder of Stratmore Wealth (a wealth management firm) and Co-founder of OAWA

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

Trading platforms of debt instruments

Learn how to identify trading platforms for trading of debt instruments and find the details of the debt instruments from the platform

Asset allocation

Learn how to read the historical risk/volatility of assets and mix multiple assets in a portfolio to get the benefits of diversification

MF Investments trend

Learn how to identify trends of investments across the MF products to figure out investor preference over various market cycles

Investments in close-ended products

Learn when and why to invest in close-ended products across multiple interest rate cycles and compare them with traditional investment options

MF portfolio construction and review

Learn how to select a fund from a bunch of funds and then build in the process of reviewing the performance of the fund

Term Sheet of Bonds

Learn how to read the term sheet of a bond and look for the essential details

Price and Yield relationship of bonds

Learn the finer nuances of the relationship between bond prices and bond yields and the shape of the price/yield curve and calculate the price from yield and vice-versa. Draw up cash flows of bonds from the terms of the bonds.

Bond yield and MM Yield

Calculation and price of bonds and money market instruments based on the terms of the instrument

Duration of bonds

Learn the sensitivity analysis of yield changes on the price of a bond through use cases with the use of duration

DCF and DDM for equity valuation

Learn the use of the DCF model on the use case and compare the valuation of equity stocks and Reliance Industries

Relative valuation

Use cases for understanding P/E and P/B

Market Timing

Learn the myth around timing the market and time spent in the market

Portfolio Tracker

Learn how to build a comprehensive portfolio tracker covering bonds, equity and commodities and insurance

Comprehensive portfolio

Use a comprehensive real-life case study of a young couple with dependent parents and build their full-life comprehensive portfolio covering equity, MF, commodity, crypto, and insurance. The goals stretch from near term to long term post-retirement and up to the age of 80 years

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.


Sujoy

Sreeja

Vikram

Bekxy

Hardi

Meenakshi

Sonali

Hina

Advisory Board

Dr. Kavita Sharma

Dr. Kavita Sharma recently retired as the president of South Asian University. She was also a professor at Hindu College, Delhi University for 37 years, during which she also served as principal for ten years

Dr. Debashis Sanyal

Dr. Debashis Sanyal is currently the Director at Great Lakes Institute of Management, Gurgaon. Prior, he was Vice Provost-Management and Dean of School of Business Management at NMIMS, ex-Dean at MDI Gurgaon

Prof. B B Chakrabarti

Prof Binay Bhushan Chakrabarti is a former Professor of Finance at IIM Calcutta and ex-Director-in-charge of IIM Ranchi

Navneet Munot

Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. Navneet has 28 years of rich experience in Financial Markets

Nilesh Shah

Nilesh Shah is the Group President & Managing Director of Kotak Mahindra Asset Management Co. Ltd. and the President of Bombay Chamber of Commerce and Industry

Program Fees

(Inclusive of 18% GST)
Elevate ₹ 9700/- *₹ 8,730/-
Wisdom ₹ 19,900/- *₹ 17,910/-
*Special offer for Sodexo users only
FAQ'S

What is the Financial Wellness Program (FWP)?

The Financial Wellness Program (FWP) is designed to assist individuals in managing their money effectively, providing advice for better financial health.

Who can benefit from the FWP?

Anyone seeking to enhance their financial well-being can benefit from the FWP, regardless of their income or financial situation.

How does the FWP work?

Through educational resources, personalized guidance, and tools, the FWP empowers individuals to make informed financial decisions.

Is the FWP tailored to individual needs?

Yes, the FWP offers customized solutions to address each participant's unique financial goals and challenges.

What kind of advice does the FWP provide?

The FWP offers guidance on budgeting, saving, investing, debt management, and retirement planning.

How do I access the FWP resources?

Participants can access the FWP resources through our online platform, workshops, and one-on-one consultations with financial experts.

How can I measure my progress within the FWP?

Participants can track their progress through financial assessments, goal-setting, and regular check-ins with our financial advisors, ensuring they stay on track toward their financial objectives.

FAQs