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Wealth Management Course by Finelevate

At Finelevate, our Wealth Management course is designed to help individuals and professionals grow, protect, and manage their wealth efficiently. Learn the strategies that financial experts use to maximize returns while minimizing risks.

About the course

Why Wealth Management Matters

Smart money management is more than just saving—it’s about planning, investing, and building a sustainable financial future. With our course, you will:

  • Develop personalized financial plans
  • Learn to invest across asset classes like stocks, mutual funds, real estate, and more
  • Understand risk management and portfolio diversification

What You Will Learn

Smart money management is more than just saving—it’s about planning, investing, and building a sustainable financial future. With our course, you will:

1. Introduction to Wealth Management

  • Basics of wealth creation and financial planning
  • Understanding the wealth management process

2. Investment Planning

  • Asset allocation strategies
  • Stocks, bonds, mutual funds, ETFs, and alternative investments
  • Risk-return analysis

3. Financial Planning Essentials

  • Budgeting and saving strategies
  • Tax planning and optimization
  • Retirement and estate planning

4. Portfolio Management

  • Diversification and risk mitigation
  • Monitoring and rebalancing your portfolio
  • Evaluating investment performance

5. Advanced Wealth Strategies

  • Wealth protection using insurance and hedging
  • Tax-efficient investing

Planning for generational wealth transfer

Who Should Enroll?

  • Individuals aiming to grow and manage their personal wealth
  • Finance professionals seeking expert-level skills in portfolio management
  • Aspiring wealth managers, advisors, and financial planners

Why Choose Finelevate?

  • Expert Trainers: Learn from seasoned financial professionals
  • Practical Learning: Real-world case studies and investment simulations
  • Flexible Learning: Online, self-paced modules to fit your schedule
  • Certification: Boost your credentials and career in finance

The Teacher

Akanksha Kaushik

CFA & Wealth Management Faculty

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Other useful information

Delve deeper into what makes Finelevate With AK an exceptional learning platform. Beyond structured modules, every course is designed to give you practical skills, real-world insights, and lifelong value. Here’s what you can always expect when you enroll:

Flexible Learning:‍
Learn at your own pace with structured modules and recorded sessions. Whether you’re a working professional, student, or career-changer, our courses adapt to your schedule.

Hands-On Projects‍

Every concept is paired with live examples, chart analysis, and case studies. You’ll move beyond theory and learn how to apply skills in real trading and finance scenarios.

Interactive Community

Join a vibrant learning community of traders, analysts, and finance enthusiasts. Network, share strategies, and collaborate with peers while getting continuous support from mentors.

Lifetime Access‍

Lifetime support and guidance from mentors post course completion as well will be provided.

Expert Support

‍Learn directly from industry professionals — CFA candidates, SEBI-registered analysts, and experienced traders. Our mentors ensure your queries are resolved and your learning stays on track.

Certification

Upon successful completion, you’ll receive a certificate of achievement to showcase your skills in trading, analysis, or wealth management — boosting your credibility with employers, clients, and peers.

₹ Contact for Pricing

  • Akanksha Kaushik
  • Upto 4 Weeks
Get Enrolled

Undeniable quality in every course

400+ Hours of Classes

Master Forex, Technical Analysis, Derivatives, and Wealth Management through structured lessons that simplify finance and build strong real-world skills.

Trusted by 100+ Learners

Finelevate with AK has already guided over 100 students in mastering Forex, Technical Analysis, and Wealth Management—building a community that trusts and succeeds.

Book a 1:1 Consultation

Get personalized guidance with a one-on-one consultation or demo class with Akanksha Kaushik—ideal for students and professionals seeking clarity before enrolling.

Certificate of Completion

Receive a recognized certificate after finishing your course—boosting your portfolio and highlighting your expertise in finance, trading, and investing.

Flexible Learning

Join interactive live sessions or access class recordings anytime. Our programs are designed to fit into your busy schedule without compromising on learning quality.

Expert-Led Courses

All lessons are created and taught by financial educators and market professionals with years of experience, ensuring you gain practical skills, not just theory.

Faculty with Global Expertise & Professional Affiliations

At Finelevate with AK, our faculty members bring real-world experience and strong academic foundations. With backgrounds in finance, trading, derivatives, and wealth management, they have been associated with top institutions and professional bodies.

Some questions, some answers

Here are our most frequently asked questions

I’m not sure which course to choose?

If you’re just starting, we recommend beginning with our Basics of Technical Analysis course, which builds a strong foundation for trading and investing. If you’re already familiar with charts, you may explore Forex (Smart Money Concept) or Derivatives. For aspirants pursuing global credentials, our CFA Level 1 Prep is ideal. You can also contact us, and we’ll guide you based on your goals.

Yes! At Finelevate with AK, we currently offer:

  • Technical Analysis (beginner to advanced)
  • Forex with Smart Money Concept (SMC)
  • Fundamentals & Derivatives
  • Wealth Management
  • CFA Level 1 (all subjects)

More specialized finance courses are being added soon.

Our courses are designed for educational purposes only and currently, we are not SEBI registered. The certificates you receive showcase your participation and learning, which can be added to your resume, LinkedIn, or portfolio as proof of financial literacy and skill development.

Absolutely! One of the things students love most about us is the post-class support. Even after your course ends, you can reach out with questions, doubts, or clarifications. We believe real learning continues when you apply concepts in the live market.

Yes. Our teaching style is simple, practical, and step-by-step. Even if you have no prior knowledge of trading or finance, you’ll gain clarity and confidence as you progress.

Our courses are priced to make financial literacy accessible for everyone:

  • Forex (Smart Money Concept) – ₹35,000
  • Technical Analysis + Forex (Combo) – ₹40,000
  • Other modules (Fundamentals, Derivatives, Wealth Management, CFA Prep) – Prices vary depending on duration and coverage.

We offer:

  • Flexible installment options
  • Secure online payments
  • One-time payment discounts

You can connect with us via WhatsApp or Contact Page for the latest offers and batch details.

Yes.

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