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Executive MBA - Wealth Management

From IIM Mumbai

Duration 1 year
Seats available 100
Mode On Campus (Weekends)
IIM Mumbai Alumni Status

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

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

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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

Learning environment
Evaluation
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%
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

1

Application

  • Application fee (₹2,500)
  • Contact details
  • Documents
2

Complete Counselling

  • Book IMAT or Submit a valid IMAT/ CAT/ GRE/ GMAT score
  • Personal Interview after shortlisting based on any one of the above tests
  • Acceptance Letter for successful candidates
3

Admission

  • Secure your seat
  • Classes start on 6th April

Total intake

100 seats

• Eligible candidates must apply online through the application portal within the admission window.
• A non-refundable application fee of ₹2,500 is payable at the time of registration.

Eligibility

Educational Qualification

  • First Class Graduates (60% and above) from a recognized university are eligible to apply.
  • Engineers from a recognized institution are eligible to apply.
  • In case of CGPA/Grades, UGC grade conversion norms will be applied to determine percentage equivalence.
  • SC/ST candidates will be eligible for relaxation as per applicable Government of India rules.

Work Experience

  • Minimum two years of relevant post-qualification experience.

Preferred For

  • Candidates with professional experience in banking, finance, wealth management, or related domains are encouraged to apply.

Important Dates

Event Dates
Next IMAT Date 8th March 2026
IMAT/ GRE/GMAT/CAT Merit List 10th March 2026
Personal Interview Dates 16th March 2026 to 18th March 2026
Final Result 25th March 2026
Seat Confirmation Window Till 4th April 2026
First Instalment By 6th April 2026 (Commencement of Session)

Fees Structure

Fee Category
Application fee (Non-refundable)
Seat Securing fee
First Instalment
Second Instalment
Amount
₹2,500
₹1,00,000
₹7,00,000
₹7,00,000
Total
₹15,00,000  
inclusive of all taxes
(application fee not included)
Withdrawal & Refund Policy
Withdrawal 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

Withdrawal Stage Timing of Withdrawal Refund Amount
After paying the 1 lakh Seat Securing Fee Before the commencement of sessions Paid amount minus ₹1,000
After the commencement of sessions No refund
After partial/full payment of remaining academic fees After the commencement of sessions No refund
(only caution money refunded)

*₹50,000 Caution Money is included in the total programme fee. Any eligible refund will be calculated proportionately based on the fee paid.

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.

Explore the IIM Mumbai Campus

A closer look at the academic environment, campus life, and culture shaping future leaders.

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