B.Com. / B.Com. (Honours) — Investment & Wealth Management

Commerce depth with a professional track in portfolios, valuation, risk, and wealth advisory — aligned to global certification pathways and the high-growth BFSI ecosystem.

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Certification alignment
CWM® & CFA® progression
Duration
3 years / 4 years (Honours)
$

Wealth & markets

Progressive coverage from core commerce to advanced wealth, derivatives, and portfolio construction.

N

NISM & practice

Partner-led certification prep plus simulations, live projects, and internships for placement readiness.

AI

Modern finance stack

Python, R, fintech, modelling, and AI in investments for data-first finance careers.

Positioning

Global certifications

The first initiative that aligns B.Com curriculum with two global certifications:

  • Chartered Wealth Manager (CWM®)
  • Chartered Financial Analyst (CFA®)
Overview

About the programme

B.Com. (Honours) in Investment and Wealth Management is a specialised degree programme that combines basic skills in the field of commerce with professional skills in the evergreen fields of investment and portfolio management, financial planning, and wealth management. It prepares students for a career in the fastest growing service sector called BFSI (Banking, Financial Services and Insurance) space.

The programme is designed to prepare students for the global qualification of CWM® (Chartered Wealth Manager) in the first and the second year. With the strong foundation of CWM®, the students will be better equipped to take up CFA® (Chartered Financial Analyst) studies in the second, the third and the fourth year of the Honours programme.

We will blend classroom studies with internships, live projects, expert interactions, preparations for NISM certifications, and simulated exercises to grasp the practicality of investment and wealth management arena. These dynamic learning approaches will make students placement ready.

Why SVGU

Unique benefits

  • SVGU has academic collaboration with AAFM® India for CWM®
  • SVGU is a partner institution for NISM certificate courses
  • Curriculum fully aligned with global certifications of CWM® and CFA®
  • Multiple entry-exit options after each year
  • Students will be prepared for various NISM certification courses over the four years' duration
  • Rich faculty pool of experienced professionals with more than 15 years of experience in preparing students for global certifications such as CFA, CWM, CFP, FRM
  • Logical progression from CWM® studies to CFA® studies improves the probability of success at global certification examinations
  • Experiential learning with expert sessions, continual quizzing and gaming, library projects, internships and research projects
Academics

Course outline

Eight semesters — expand to view subjects.

  • Financial Accounting
  • Economics I
  • Basic Wealth Management I and II
  • Business Laws
  • Basic Mathematics and Statistics
  • Tally Project
  • Indian Knowledge Systems

  • Management Accounting
  • Economics II
  • Basic Wealth Management III to V
  • Corporate Finance
  • Communication Skills
  • Excel Project
  • Environmental Studies

  • Advanced Wealth Management I to V
  • Quantitative Techniques
  • Business Taxation
  • Alternative Investments
  • Business Management
  • Introduction to Python, R
  • Fintech and Digital Assets

  • Financial Statement Analysis
  • Equity Investments
  • Fixed Income Investments
  • Quantitative Techniques II
  • Portfolio Management
  • Financial Derivatives
  • Economics III
  • Corporate Issuers
  • Investment Ethics
  • Financial Modelling

  • Securities Laws
  • Investment Banking and Financial Services
  • Advanced Business Management
  • Advanced Taxation
  • Indirect Taxation
  • Research Methods and Reports
  • Artificial Intelligence (AI) in Investments
  • Technical Analysis
  • Internship in Wealth Management

  • Advanced Financial Statement Analysis
  • Equity Valuation
  • Fixed Income Valuation
  • Advanced Portfolio Management
  • Advanced Alternative Investments
  • Advanced Financial Derivatives
  • Advanced Corporate Issuers
  • Advanced Economics
  • Advanced Quantitative Techniques
  • Advanced Investment Ethics

  • Portfolio Management and Asset Allocation
  • Derivatives and Risk Management
  • Private Wealth I
  • Private Markets I
  • Business Strategy
  • Customer Relationship Management
  • Industry Research Project

  • Equity Portfolio Management
  • Fixed Income Portfolio Management
  • Management for Special Assets
  • Alternative Investments Management
  • Private Wealth II
  • Private Markets II
  • Global Investment Performance Standards
  • Entrepreneurship
  • Marketing and Branding
  • Capstone Project
Sectors

Career opportunities — leading sectors

Asset Management, Private Wealth Management, Consulting, Asset Ownership, Commercial Banking, Investment Banking, Brokerage, Derivatives, Insurance, Fintech (Data Science), Private Equity, Real Estate.

Roles

Typical job profiles

Portfolio Manager Wealth Manager Equity / Credit Analyst Financial Planner Consultant Derivatives Analyst Trader Risk Manager Treasurer Investment Strategist Auditor Data Scientist Chief Investment Officer Credit Rater Valuer

Eligibility

Candidates who have passed the final examination under the 10+2 system in any stream from any recognized Board / Council / University are eligible to apply for admission to the B.Com. / B.Com. (Honours) degree programme offered by SVGU.

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