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Wealth Counsellor 


A Wealth Counsellor is a trusted financial expert who helps individuals, families, and businesses plan, grow, and protect their wealth through strategic investments, disciplined portfolio management, and long-term financial planning.

This course equips you with the skills to become a high-value advisor capable of guiding clients toward sustainable financial success.

Admission Eligibility

  • Minimum: Bachelor's degree (preferably in finance, accounting, economics, or a related field).

  • Acceptable: B.Com, BBA, B.Sc, Diploma in Finance, or equivalent qualification from a recognized institution

  • Candidates in the final year of graduation may apply, but degree completion is required before training starts

Course Duration

6 Months (Training + Practical Assignments + Case Studies)

Key Responsibilities You Will Master


✔ Financial Planning

Evaluate income, assets, liabilities, and goals to create personalized, growth-driven wealth plans.

✔ Investment Advisory

Recommend suitable investment options across:

• Equity, Debt, Mutual Funds, Real Estate, Gold & Insurance-linked instruments

✔ Tax & Estate Planning

Help clients optimize tax efficiency, safeguard assets, and ensure smooth intergenerational wealth transfer.

✔ Portfolio Review & Rebalancing

Regularly monitor performance and realign portfolios to match market shifts, risk appetite, and evolving life goals.

✔ Client Financial Education

Educate clients on wealth concepts, helping them make confident and informed financial decisions.

Course Fee: ₹27,999 Only

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