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Looking to secure a stable career in the fast-growing Banking and Finance sector?

Or want to see yourself as a Certified Wealth Manager?

The SAGE Foundation, in partnership with Thadomal Shahani Centre for Management (TSCFM), offers the Certificate in Wealth Management to help graduates like you gain the skills needed for success.

This course is designed to give you practical knowledge and job-ready skills, making you a strong candidate for wealth management roles in banks and financial institutions. With expert guidance and a focus on real-world training, you'll be ready to build a brighter future.

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Wealth Management Program Highlights:

Certifications You'll Receive

As a banking graduate, staying competitive and equipped with essential skills is vital for success in both global markets and top private banks in India.

SAGE Foundation, in partnership with Thadomal Shahani Centre for Management (TSCFM), offers the Wealth Management Course (CWM).

This program equips students with three certifications, including a government-recognized one, giving them the specialized skills and hands-on knowledge necessary to thrive in the ever-evolving sectors of banking and wealth management.

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Wealth Management Syllabus

  • Fundamentals of Wealth Management
  • Overview of Financial Markets
  • Investment Strategies
  • Business Communication
  • Risk Management
  • Financial Planning
  • Customer Relationship Management
  • Technology & Ethics in Wealth Management

Wealth Management Syllabus

  • Fundamentals of Wealth Management
  • Overview of Financial Markets
  • Investment Strategies
  • Business Communication
  • Risk Management
  • Financial Planning
  • Customer Relationship Management
  • Technology & Ethics in Wealth Management

Our Placements Partners

Join over 15,000 graduates who have been trained and placed in top banks and NBFCs through the SAGE Foundation’s Certificate in Wealth Management, in partnership with Thadomal Shahani Centre for Management (TSCFM), a leading B-School in India. With a strong network of placement partners, our graduates have secured positions at top Private Banks and NBFCs, including:

Accenture-logo
Axis-Bank
Kotak-Mahindra-Bank
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BSE-1
Edelweiss-1
HDFC-BANK-1
HSBC
ICICI-Bank-1
ICICI-Prudential
IIFL-1
Axis-Securities-Logo
KPMG-1
NSE-1
Standard-Chartered-1
Utkarsh-Bank

250+ Hiring partners

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Student Success Stories

Dhanashree-Karanjkar
Gaurish-Dabholkar
Manav-jagadale
moksha-gandhi
Student testimonials

Career Opportunities

With SAGE Foundation’s Wealth Management Certification, you’ll gain the expertise to excel in financial markets, develop strategic investment solutions, and provide professional financial advice. Our program is designed to empower youth to enter the growing finance sector and make a lasting impact on both their careers and the financial well-being of their clients.

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CWM Course Eligibility

Explore CWM Course Eligibility and Begin Your Journey with One of the Top Wealth Management Programs

Students in Final Year of Graduation

Graduates

Weekend batches for Working Professionals

Age limit 28 years

Contact us

Address

Thadomal Shahani Centre for Management, Opp. Shahani Colony, Near Dada KT Shahani Chowk, Navghar Road, Mulund (E), Mumbai 400081

Email

info@thesagefoundation.org

Call

+91 9930984000

Whatsapp

+91 9930984000

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Share your details to stay informed about our initiatives and opportunities. Your support fuels our mission to empower communities across India.

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Dr. Maya Shahani

Chairperson of the SAGE Foundation

Dr. Maya Shahani is the Chairperson of the Shahani Group and the Thadomal Shahani Centre for Management which are synonymous with the promotion of quality education. She is also the Trustee of the HSNC Board, which runs 27 prestigious educational institutes in Mumbai and is the parent body of the HSNC University. 

As the Vice Chairperson of Global Dialogue Foundation (GDF) Dr. Shahani works under the aegis of the United Nations Alliance of Civilizations to bring Unity in Diversity through embracing all cultures. Through her efforts, India is recognized as the Global Headquarters of United Civilizations. 

Dr. Shahani is currently working with Dr. Tony Nader  (Leader of the Global Country for World Peace), along with Janet Attwood, to train the students of her various institutes in the technique of Transcendental Meditation for World Peace and to set up a Vedic Village in India.

A recipient of several prestigious awards, she is as comfortable meeting global leaders as she is working in villages and slums. With “Ethical Excellence” as her credo, she fulfills her duties with compassion, love, and commitment.

Dr. Akhil Shahani

Chairperson of the SAGE Foundation

Dr. Akhil Shahani is the Managing Director of The Shahani Group, which runs a franchised range of colleges. His colleges incorporate global, industry-oriented education systems that make their graduates truly employable. With an MBA graduate from the Kellogg School of Management and a Doctorate in Education from the University of Liverpool, Akhil is trying to bring international methods of education to India. He believes that quality education involves academic learning and developing one’s network, personality, and values.

In addition, Akhil serves as the Chairman of Global Discovery Schools, which is a franchised chain of 14 innovative schools. He was previously a venture partner at Kaizen Private Equity, which invests in education. He also mentors young entrepreneurs in his spare time.

Akhil has been listed among the 10 most influential education entrepreneurs and one of the top 50 thought leaders in higher education. He is the recipient of many awards for his work in education, like the Jamnalal Bajaj Award, the Bharat Shiromani Award, PIMR Outstanding Educationist Award, Rex Karamveer Chakra Gold Award, the Bharat Gaurav Award, and the Indira Gandhi Priyadarshini Award, among others.

Jetu Lalvani

Independent Director

Jetu is a Managing Partner of Kaizenvest, an education focused fund management firm, headquartered in Singapore. He is responsible for driving the firm’s portfolio management, impact assessment and sits on the firm’s investment committee. He is Kaizenvest’s ESG officer and supports portfolio companies in strategy definition, operations execution, hiring, reporting management, and corporate governance.

He has 30 years of experience in investing and building companies from the ground up. Prior to his current role with Kaizenvest, Jetu has helped nurture emerging companies in the fields of engineering and chemicals with world-leading joint ventures in India, such as Saab from Sweden, Dresser Industries & Emerson Electric from the US and Degussa from Germany, among others.

Jetu is also a trained DiSC® profiler under Thomas International for evaluating individuals and teams, a capacity he has used to conduct corporate team analysis for portfolio companies and conducted trainings in multitude areas including creativity, execution, effectiveness and business ethics. He has also provided corporate leadership advice and was the Ethics Officer at Emerson Electric’s Saab Rosemount for the Foreign Corrupt Practices Act (FCPA) compliance.

A life-long learning champion, Jetu has been in the sector for close to three decades. His notable contributions include building village schools, working with student councils and teacher unions as well as holding various administrative and leadership roles at leading education institutions in Mumbai.

Jetu holds a Bachelor’s of Commerce from Sydenham College, Mumbai and an OPM (Owner/President Management) accreditation from the Harvard Business School.

Gaurav Singh

Independent Director

Gaurav Singh is the Founder of Futuristic Wealth Creation Network – a venture-building and scaling platform enabling the legends of tomorrow to support the #RiseOfBharat.

An adept business strategist, start-up mentor, and a growth leader with 20 years of entrepreneurial experience, Gaurav has proven expertise in business planning, growth strategy, and M&A across a wide array of sectors- education, aviation, consumer tech, real estate, manufacturing, healthcare, energy, and leisure. He is a seasoned angel investor backed by a history of building a diverse and
robust global investment portfolio for large single-family offices and the UHNI community.

With a vision to enable entrepreneurs to become global giants, Gaurav has a penchant for impact-driven investments; supporting sustainable startups that are shaping the future. Gaurav has guided and mentored CXOs and Founders of young businesses, based on the fundamentals of geoeconomics, geopolitics, and spiritual economics. He has also set up various industry-leading VC funds and investment ecosystems.

Prior to his entrepreneurial stint, Gaurav has a rich experience in serving businesses from start-ups to Fortune 500 companies such as Thomson Reuters and Refinitv, where he managed a US$ 1 Bn financial intelligence ecosystem.

During his career, Gaurav has received various awards, recognizing his leadership skills and contribution to businesses’ growth achievement, the most recent ones being the ESG Impact Award 2022 for Empowerment of Rural Communities and the Global Visionary Iconic Award 2022 for his contribution to the startup ecosystem and the business world.

Gaurav holds a Masters degree in International Business from Aberdeen Business School and holds Board observer positions in various businesses. He is an Independent Director on the Advisory Board of SAGE Foundation- the foundation arm of the Shahani Group

Mike Handcock

Chairman at CIRCLE of Excellence Group

Mike is a professional conference presenter, expert trainer and business innovation coach. Known as Asia’s leading Edu-trainer, Mike takes a keen personal interest in promoting SAGE. Mike is the Founder of Rock your Life and Conscious Leadership Movement.

 

Landi Jac

Managing Director and Global Business Strategist at Circle of Excellence Group

Landi Jac is the Creator and Founder of The Consultant Code, and works exclusively with Consultants, Coaches, Trainers, and Speakers from all over the world, empowering them. Landi provides innovative solutions for SAGE and is an avid promoter through the Rock Your Life Conscious Leadership Movement.

Elizabeth Coffey

Founder of Spark Leadership

Founder and MD of Spark Leadership, is an internationally recognized consultant, focused on developing CEOs and Board Executives of FTSE 100 and the Global 500 companies. Elizabeth will help SAGE with skills training centres in villages and slums for creating Indian arts and crafts which will be marketed globally.

Janet Attwood

Co Founder of Enlightened Alliances, LLC.

Helps people live the life of their dreams through her Passion Test. Co-Owner of Enlightened Alliances and Co-Founder of The Transformational Leadership Council, Janet is also on the advisory board of Thadomal Shahani Centre for Management, the educational body of SAGE Foundation.

Shazar Robinson

Consultant Advisor at SANKALP Rural Development Society

A Spiritual Activist, Writer and Transformational Educator, works on water sustainability in rural India and as a volunteer at the Shikshangram Shelter for Children supported by SAGE. She has lead Enviro Tours to raise funds through extraordinary journeys of learning, feeling, and giving back while discovering the heart of India.

Peter (Pece) Gorgievski

Chairman & C.E.O at Global Dialogue Foundation

Peter is a humankind enthusiast devoted to humanitarian progress. His greatest passion and focus is creating a culture of peace throughout the world. He is co-founder and Chairperson of Global Dialogue Foundation.

Iliana Schmatelka

Director Consulting Expert at CGI

Deputy Director- General, Global Dialogue Foundation, Vice President – International Leadership Institute, Founder & Managing Director Strategic Consulting, Business Coaching, Interim and change.