TH RANK IN

Management

2025

Executive MBA - Wealth Management

From IIM Mumbai

Duration
1 year

Seats available
50

Mode
On Campus (Weekends)

IIM Mumbai
Alumni Status

IMAT Date
11 Oct 2026

Duration 1 year

Seats available 50

Mode On Campus (Weekends)

IIM Mumbai Alumni Status

IMAT Date 11 Oct 2026

Programme Overview

Built for Working Professionals

One-year, weekend, on-campus, non-residential MBA in Wealth Management.

Mastery Through Rigour and Practice

Case-driven expertise in investments, portfolio & risk management, taxation, estate and behavioural finance

Mumbai. Industry. Impact.

Deep financial-industry exposure shaping ethical, data-driven wealth leaders.

Message from the Programme Chairperson

Prof. K S Ranjani

Program Chairperson, Executive
MBA Wealth Management
Faculty Member at IIM Mumbai

At Indian Institute of Management Mumbai, we recognise that wealth management education must evolve in response to the increasing complexity of financial markets, regulatory environments, and investor expectations. For over six decades, the Institute has upheld a strong commitment to academic rigour, research excellence, and leadership development, contributing meaningfully to industry and nation-building.

The MBA – Wealth Management programme is designed for working professionals seeking advanced capability in financial planning, investment and portfolio management, and wealth preservation, grounded in a strategic and ethical perspective. Through a curriculum anchored in industry engagement, research-driven teaching, and case-based learning, the programme enables informed decision-making and responsible leadership. Guided by our enduring motto, "ज्ञानं नयति सर्वत्र" (Knowledge Triumphs Everywhere), IIM Mumbai remains committed to developing professionals who create enduring value for clients, institutions, and society.

Programme Objectives

Build advanced expertise in wealth management, investments, risk assessment, and estate planning

Instil ethical, client-centric advisory practices to foster trust and long-term client relationships.

Develop capabilities in financial market analysis and investment portfolio optimisation using data-driven insights

Enable practical application through real-world case studies, expert interactions, and industry exposure.

Gain contemporary perspectives on financial planning, taxation, and behavioural finance to support career progression.

Build leadership capability to manage high-net-worth portfolios and drive sustainable financial growth.

Structure & Curriculum

Course Details

Duration

1 Year

Course Mode

On Campus

Schedule

Weekend (Saturday & Sunday)

Programme Structure

Core Courses

20 courses

Portfolio & asset allocation
Investment strategies & derivatives
Risk management & taxation
Estate planning & behavioural finance
Digital transformation and AI/ML in wealth management

Electives

4 courses

Offered across finance and related functional areas
Enables participants to tailor learning to specific wealth management interests

Capstone Project

2 courses

Two-stage Capstone Project forming a core academic component
Enhances practical exposure, industry understanding, and career

Module 1

Business Statistics, Linear Optimization

Behavioral Finance for Wealth Management

Wealth Products

Leverage and Margin Financing

Client Prospecting, Negotiation and Influencing

Elective 1

Etiquette Workshop

Module 2

Introduction to Financial Markets (Banks/NBFCs/Equity/Debt)

Asset Allocation Methodologies

Macro Economics

Estate Planning

Legal and Ethical Considerations in Wealth Advisory

Elective 2

Workshop on Credit Structuring (Cashflows, Collateral, Opco/Holdco, IRR)

Capstone Project 1

Module 3

Basics of Taxation & Fundamentals of AI/ML

Business Accounting

Derivative Strategies

Investment Tax Planning

Digital Client Engagement

Marketing Electives

Workshop on Tax Computation (Company, Investments, Personal)

Module 4

Mutual Funds, Distribution Guidelines

Corporate Finance

Fundamentals of Insurance

Financial Planning

Digital Transformation in Wealth Management, Future trends (AI/ML)

Finance Electives

Family Office Workshop (Portfolio Analysis and Recommendations)

Capstone Project 2

Learning and Evaluation

Emphasis on practical application

Case studies and real-world financial scenarios

Interactive workshops with experts

Simulations, role-plays, and group discussions

Evaluation

Evaluation Component

Weightage Grading

Continuous evaluation
(Assignments, quizzes, case studies, class participation, presentations and projects)

40%

Mid-Term Exam

20%

Module ending examination
(Final Exam)

40%

Evaluation Component

Continuous evaluation
(Assignments, quizzes, case studies, class participation, presentations and projects)

Weightage Grading

40%

Evaluation Component

Mid-Term Exam

Weightage Grading

20%

Evaluation Component

Module ending examination
(Final Exam)

Weightage Grading

40%

Attendance Policy

• Classes will be conducted in physical mode at the IIM Mumbai campus.
• Minimum attendance of 75% is mandatory for all courses.
• Leave of absence may be granted up to 25% (4 out of 20 lectures).
• Medical leave may be granted up to 15% (2 out of 20 lectures), subject to valid medical documentation.

Attendance Criteria

Attendance ≥ 75%

Attendance ≥ 65% and < 75%

Attendance ≥ 50% and < 65%

Attendance < 50%

Policy / Outcome

No penalty

Downgrading by one grade from the actual grade obtained

Downgrading by two grades from the actual grade obtained

F-Grade and debarred from the examination

Attendance Criteria

Attendance ≥ 75%

Policy / Outcome

No penalty

Attendance Criteria

Attendance ≥ 65% and < 75%

Policy / Outcome

Downgrading by one grade from the actual grade obtained

Attendance Criteria

Attendance ≥ 50% and < 65%

Policy / Outcome

Downgrading by two grades from the actual grade obtained

Attendance Criteria

Attendance < 50%

Policy / Outcome

F-Grade and debarred from the examination

Admission Process

Application

• Register with ₹3,000 non-refundable fee
• Submit the required documents

Entrance Test & Interview

• Book the home-proctored IMAT, or submit a valid CAT / GRE / GMAT score
• Attend a personal interview if shortlisted

Admission

• Receive your offer letter and secure your seat within the stipulated time
• Complete instalment formalities and begin classes

Application

• Register with ₹3,000 non-refundable fee
• Submit the required documents

Entrance Test & Interview

• Book the home-proctored IMAT, or submit a valid CAT / GRE / GMAT score
• Attend a personal interview if shortlisted

Admission

• Receive your offer letter and secure your seat within the stipulated time
• Complete instalment formalities and begin classes

Total intake

50 seats

• Eligible candidates must apply online through the application portal within the admission window.
• A non-refundable application fee of ₹3,000 is payable at the time of registration.

Eligibility

Educational Qualification

Graduates from any discipline with relevant post-qualification experience of at least two years

Reservation Policy

IIMs reserve seats for SC and ST candidates, with specific percentages allocated for each category.

SC candidates are eligible for 15% of the seats
ST candidates are eligible for 7.5% of the seats

Preferred For

Candidates having experience in banking and wealth management are encouraged to apply

Important Dates

Application Window

Open

IMAT Date

11 October 2026

Personal Interview

4-6 November 2026

Tentative Result Declaration

10 November 2026

Secure your seat

11-20 November 2026

Full Fee Payment Deadline

29 November 2026

Batch Commencement

January 2027

Fees Structure

The total fee for the IIM Mumbai Executive MBA in Wealth Management is ₹15,00,000 inclusive of taxes, paid as a ₹1,00,000 seat-securing fee and two instalments of ₹7,00,000. The ₹3,000 application fee is separate

Fee Payment Structure

Fee Category

Amount

Application fee (Non-refundable)

₹3,000

Seat Securing fee

₹1,00,000

First Instalment

₹7,00,000

Second Instalment

₹7,00,000

Total

₹15,00,000
inclusive of all taxes (application fee not included)

Withdrawal & Refund Policy

If a candidate withdraws their admission at any stage, the refund will be processed in accordance with the applicable guidelines. Withdrawal requests must be submitted in writing or via email to execed@iimmumbai.ac.in

Timing of Withdrawal	Refund Amount
Before the last date of fee payment	Paid amount minus ₹1,000
After last date of fee payment but before commencement of classes	Seat booking amount of Rs. 1,00,000 is forfeited Balance fee paid (if any) is refunded
After the commencement of classes	Only the caution money is refunded

About IIM Mumbai

Indian Institute of Management Mumbai is a premier management institution with a legacy of over 60 years, formerly known as NITIE, and located in Mumbai,India’s financial capital. The Institute is widely recognised for its academic rigour, industry integration, and strong foundation in operations, supply chain, analytics, and industrial management.
 IIM Mumbai was ranked 6th in the NIRF 2025 Management Rankings, reflecting its position among India’s leading management institutions and its role in developing future-ready business leaders through practice-oriented and research-driven education.