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»Diploma in Investment and Wealth Management – Distance, Online & Correspondence for Working Professionals in India & Overseas | KSIMT

Diploma in Investment and Wealth Management – Distance, Online & Correspondence for Working Professionals in India & Overseas | KSIMT

Khatu Shyam Institute of Management & Technology (KSIMT) offers a Diploma in Investment and Wealth Management through Distance, Online, and Correspondence learning, designed for working professionals and aspirants in India, UAE, Dubai, Kuwait, Qatar, Oman, Saudi Arabia, Bahrain, and overseas.

This diploma follows a work-integrated, 100% theoretical education model, helping learners understand investment fundamentals, wealth planning concepts, portfolio basics, risk management, and long-term financial goal planning—without leaving their job.

KSIMT operates under the guidelines of the Government of Delhi and Government of India.

Why Choose Diploma in Investment and Wealth Management at KSIMT

  • Distance, Online & Correspondence learning

  • Work-Integrated education for working professionals

  • 100% theoretical study through digital e-books

  • No regular attendance

  • No live trading, client handling, or mandatory internship

  • Suitable for India & overseas professionals

Who Can Apply

  • Working professionals in banking, finance, sales, and business operations

  • Business owners and entrepreneurs managing personal or business wealth

  • Fresh aspirants interested in investment and wealth planning

  • Private sector employees

  • Government employees (with departmental permission where required)

  • NRIs and overseas professionals

Program Structure – Diploma in Investment and Wealth Management

  • Introduction to investment and wealth management (theoretical)

  • Personal finance and goal-based planning concepts

  • Risk profiling and asset allocation basics (conceptual)

  • Equity, debt, mutual funds, and diversification concepts (theoretical)

  • Fixed income instruments and interest rate basics (conceptual)

  • Insurance and retirement planning fundamentals (theoretical)

  • Portfolio management basics and rebalancing concepts

  • Financial markets overview and banking fundamentals

  • Taxation awareness and compliance basics (theoretical)

  • Behavioral finance and investor psychology basics

  • Ethics in wealth management and client confidentiality (theoretical)

  • Financial planning process and documentation overview

  • Study material provided through digital e-books only

  • No practical work. Fully theoretical.

Key Learning Areas

  • Investment products and portfolio basics (concept-based)

  • Wealth planning, retirement planning, and risk control understanding

  • Asset allocation and diversification concepts

  • Financial markets awareness and compliance basics

  • Ethical handling and long-term financial decision thinking

(All subjects are covered theoretically only.)

Recognition, Validity & Use

  • KSIMT operates under the guidelines of the Government of Delhi and Government of India.

  • UGC/AICTE approvals are generally linked to universities and full-time campus-based technical institutions, and some distance/online programs are regulated separately.

  • KSIMT programs are private, distance, work-integrated, and 100% theoretical.

  • Certificates are commonly used for private jobs, promotions, skill enhancement, entrepreneurship support, and international attestation—subject to employer and country rules.

  • This diploma is academic/theoretical and does not authorize anyone to provide regulated investment advice, brokerage services, or financial product selling without the required licenses/registrations (as per country rules).

Suitable for India & Overseas Students

This program is suitable for learners in India, UAE, Dubai, Kuwait, Qatar, Oman, Saudi Arabia, Bahrain, and overseas.

Study and examinations can be completed from anywhere.

Fees & Student Support

  • Transparent fee structure

  • EMI and one-time payment options

  • Sample certificate format available on request (for reference only)

  • Guidance for document attestation after course completion

  • Dedicated human counselling support

Contact KSIMT – Diploma in Investment and Wealth Management Admissions

Khatu Shyam Institute of Management & Technology (KSIMT)
511, Jaina Tower-3, A-1 Block, Janak Puri, New Delhi – 110058
Call / WhatsApp: 9953631363
Website: www.ksimt.ac.in
Email: khatushyaminst@ksimt.ac.in

Course Offered By : KSIMT under autonomous mode through distance education

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Admission Guidance for Working Professionals Work experience preferred (3+ years recommended)

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Important Notice

Official Payment Advisory

This is to inform all students and prospective applicants that Khatu Shyam Institute of Management & Technology (KSIMT) shall not be responsible for any payments made to unauthorized persons or accounts. All fees must be paid only to the officially designated bank account of KSIMT, as communicated through the official website, official contact numbers, or officially authorized representatives. Any payment made to third parties, personal accounts, agents, or other unauthorized sources shall be entirely at the payer’s own risk. KSIMT shall not be liable for any refunds, adjustments, or services arising from such transactions. For your safety, students are strongly advised to verify all payment details directly with KSIMT before making any financial transaction. For assistance, please contact us through the official contact details provided on the KSIMT website. Issued by: KSIMT (Operates under the guidelines of the Government of Delhi & Government of India).

Examination Notice – December 2025 Session

Dear Students, This is to inform you that the Examination for the Academic Session December 2025 will commence from 20 December 2025 onwards. All students are advised to clear all pending dues, including Course Fee, Re-Examination Fee, and Late Fee (if any), on or before 10 November 2025 to be eligible to appear in the examination. Students who fail to clear their dues within the stipulated time may not be permitted to appear in the examination. For further assistance, please contact us at 011-45792309 (Monday to Friday | 12:00 Noon to 2:00 PM) Issued by: KSIMT (Operates under the guidelines of the Government of Delhi & Government of India).

Admission Advisory – Important Information

Before taking admission, students are advised to carefully read, understand, and agree to the following information: Khatu Shyam Institute of Management & Technology (KSIMT) is an autonomous private institute offering distance, online, and work-integrated programs, specially designed for working professionals and skill enhancement. KSIMT operates under the guidelines of the Government of Delhi and Government of India and follows a theoretical, work-integrated education model. As a result, approvals such as AICTE or UGC, which are applicable to full-time, campus-based colleges, are not required for KSIMT’s mode of education. KSIMT programs are career-oriented and knowledge-focused, intended for private employment, professional growth, promotions, skill upgradation, and industry usage. Students are advised to take admission only after clearly understanding the course structure, delivery mode, and intended application of the program. By proceeding with admission, the student confirms that they have read, understood, and accepted the above information. Issued by: KSIMT (Operates under the guidelines of the Government of Delhi & Government of India).

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