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BBA IN WEALTH MANAGEMENT

Wealth Management & Financial Advisory Program

The Wealth Management Pathway at BIBS is designed to build financial acumen, investment intelligence, and client advisory skills. The program blends academic knowledge, financial certifications, and practical exposure to prepare students for high-growth careers in the Banking, Financial Services, and Insurance (BFSI) and Consulting sectors.

About The Program

A BBA from BIBS isn’t just a degree - it’s a launchpad to careers, innovation, and global opportunities. The four-year CBCS-based program, affiliated to Vidyasagar University (NAAC accredited and recognised by UGC & the Ministry of HRD), builds strong analytical, managerial, and technological skills. It transforms students into industry-ready thinkers and future leaders equipped for the demands of the 21st-century business world.

Program Structure At a Glance

Year 1 – Foundation of Management & Communication

  Core Courses (CC)


  Ability Enhancement (AECC)


  Skill Enhancement (SEC)

Year 2 – Introduction to Specializations

  Core Courses (CC)


  Generic Electives (GE)


  SEC

Year 3 – Strategic Application, Global Perspective & Career Readiness

  Discipline-Specific Electives (DSE)


  GE


  SEC

Year 4 – Global Strategy Integration & Leadership through Capstone Project

  DSE


  Project Work / Internship


  International Immersion

Year 1: Foundation of Management & Communication
SEMESTER 1
  • tick-icon Principles of Management
  • tick-icon Business Economics - I (Micro)
  • tick-icon Financial Accounting
  • tick-icon Business Mathematics
  • tick-icon Business Communication
  • tick-icon Computer Applications for Business
  • tick-icon Environmental Studies
SEMESTER 2
  • tick-icon Business Economics - II
  • tick-icon Marketing Management
  • tick-icon Organizational Behaviour
  • tick-icon Business Statistics
  • tick-icon Corporate Grooming & Soft Skills
  • tick-icon Fundamentals of Entrepreneurship
  • tick-icon Communication Lab
Skill Lab:
  • tick-icon Skill Lab: Competitive Exam preparation

Your Journey starts from Year 2

What Makes the Wealth Management Pathway Unique
BIBS’ successful students of MBA in Business Analytics and Data Science

01 | Only UG Program With NISM Certifications:
Students graduate with industry-recognized certifications in Securities Markets, Mutual Funds, Equity Derivatives, Portfolio Management Services, and Alternative Investments—giving them a professional edge from day one.

02 | Deep, Progressive Curriculum From Basics to Advanced Wealth Strategy:
Across Semesters 3-8, students progress from foundational finance to advanced portfolio management, global wealth structures, tax planning, risk hedging, and financial modeling—creating true investment and advisory expertise.

03 | Real-World Exposure Through Internships, Live Projects & Wealth-Tech Tools:
Hands-on experience with wealth management firms, family offices, financial modelling tools, robo-advisory platforms, and portfolio analytics makes learning practical, job-ready, and aligned with today’s digital finance landscape.

04 | Career-Ready Preparation for BFSI, Consulting & Family Office Roles:
The pathway builds strong financial acumen, client advisory skills, regulatory confidence, and behavioral finance insight—preparing students for high-growth careers in Banking, Financial Services, Insurance, Investment Advisory, and Wealth Consulting.

Tools & Technologies
  • tick-icon Advanced Excel
  • tick-icon Power BI
  • tick-icon Tableau
  • tick-icon Salesforce
  • tick-icon SQL
  • tick-icon Python
  • tick-icon Agile
  • tick-icon Ms Project
Top Career Opportunities
  • tick-icon Wealth Management Advisor / Relationship Manager
  • tick-icon Financial Advisor / Personal Financial Consultant
  • tick-icon Investment Advisor
  • tick-icon Private Banking Associate
  • tick-icon Mutual Fund Distributor / Sales Role in AMCs

Wealth Management Course Structure

Year 2: FOUNDATION STAGE
SEMESTER 3
  • tick-icon Understanding Financial Market
  • tick-icon Principles of Management
  • tick-icon Financial Accounting - I
  • tick-icon Microeconomics
  • tick-icon Business Mathematics
  • tick-icon Business Communication
Certifications:
  • tick-icon NISM XII : Securities Market Foundations
SEMESTER 4
  • tick-icon Financial Accounting II
  • tick-icon Macroeconomics & Economic Policy
  • tick-icon Business Analytics using Excel
  • tick-icon Legal & Regulatory Environment of Business
  • tick-icon Organizational Behavior
  • tick-icon Principles of Investment
Certifications:
  • tick-icon NISM VA - Mutual Fund
Year 3: Specialization & Financial Management
SEMESTER 5
  • tick-icon Corporate Finance
  • tick-icon Cost & Management Accounting
  • tick-icon Indian Financial Markets & Institutions
  • tick-icon Income Tax Fundamentals
  • tick-icon Marketing of Financial Services
  • tick-icon Personal Financial Planning
Certifications:
  • tick-icon NISM XXIA - Portfolio Management Services
SEMESTER 6
  • tick-icon Security Analysis & Portfolio Management
  • tick-icon Risk Management & Insurance Planning
  • tick-icon Banking Operations & Fintech
  • tick-icon Research Methodology in Finance
  • tick-icon Retirement & Estate Planning
  • tick-icon Financial Modeling using Spreadsheets
Certifications:
  • tick-icon NISM VIII - Equity Derivatives
Year 4: Integration, Leadership & Global Decision Making
SEMESTER 7
  • tick-icon Wealth Management Strategies
  • tick-icon Behavioral Finance & Client Counseling
  • tick-icon Tax Planning & Management
  • tick-icon Alternative Investments & Mutual Funds
  • tick-icon Derivatives & Risk Hedging
  • tick-icon 8-12 months Internship with Wealth Management Firm/Family
SEMESTER 8
  • tick-icon Capstone/Consulting Project
  • tick-icon Financial Consulting Project with Industry Mentor
  • tick-icon Financial Project Portfolio development
  • tick-icon Project Scope, Timeline, Deliverables, Stakeholder Meetings, Documentation

OUR INDUSTRY TIES

Bengal Institute of Business Studies (BIBS) is one of the best MBA and BBA colleges in Kolkata renowned for strong industry connections and outstanding placements year on year. Over 400 esteemed companies, including the Big 4, Asian Paints, Mondelez, Nestle, Google, Himalaya Wellness, Exide, and Voltas, regularly visit the campus for recruitment and offer students top-notch career opportunities.

As one of the top MBA and BBA colleges in Kolkata, we ensure that students gain a competitive edge through exceptional corporate exposure and invaluable networking opportunities. We bridge the gap between academia and industry and empower students to shine in real-world business environments while building lasting professional relationships.

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Corporate Interface

General M. M. Naravane

Former Chief of the Indian Army

“It was an honour to meet the bright and disciplined students. I wish them all the best for their careers.”

Mr. Harsh Neotia

Managing Director | Ambuja Realty

“It was a wonderful experience to interact with the students of BIBS.”

Mr. Manab Ghosh

President | Pidilite Industries

“I liked the BIBS students’ way of interaction with the faculty during the course of my interaction with them.”

Mr. Samrat Banerjee

CIO | Emami

“Take one actionable step from where you are. Move forward, adapt, and persevere—progress happens one step at a time.”

Mr. Mayank Jalan

CMD | Keventer Agro

“Roll up your sleeves and know the business. It was a refreshing experience to meet the young and enthusiastic batch.”

Mr. Vinay Ranjan

Director – Personnel & IR | Coal India

“Be clear about your goals and put passion into it along with hard work.”

Mr. George Thomas

CHRO | MSP Steel

“Manage pressure with clarity, stay curious, and nurture your well-being.”

Mr. Navneet Damani

Head HR – Personal Care Business | ITC

“Keep learning, stay adaptable, and be bold. True leaders shape the future with integrity.”

Mr. Rajib Moitra

Partner | Deloitte

“Coding will matter less; business skills will matter more.”

Mr. Sanjay Budhia

Managing Director | Patton Group

“BIBS is doing a phenomenal job by educating students through industry.”

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