Mumbai: The Wealth Company has announced the nationwide launch of three fully-sponsored, intensive training programs focused on Wealth Management and SIF Training, designed to upskill 5,000 mutual fund distributors across the country.
In collaboration with Moody’s and PGP Academy, and featuring an exclusive in-house behavioral finance module, this strategic move is set to equip financial distributors with the tools, insights, and certifications required to serve tomorrow’s investors in a dynamic and evolving wealth management landscape.
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“Distributors are the backbone of India’s mutual fund industry,” said Madhu Lunawat, Managing Director, The Wealth Company. “Through these globally benchmarked training programs, we are investing in their future and ensuring they are prepared to advise with confidence, clarity, and care.”
Wealth Management and SIF Training Programs Overview
PGP Academy – SIF Certification (15 Weeks)
- 15 online training sessions aligned with NISM Series XIII: Common Derivatives Certification Examination
- Joint certification from PGP Academy and The Wealth Company
- Available to distributors free of cost
Moody’s & PGP – Award in International Wealth Management (AIWM) (20 Weeks)
- 20 live online sessions covering global wealth advisory frameworks
- Designed for new and experienced wealth professionals
- Emphasizes international best practices and client-centric strategy
Bonus Module – The Psychology of Wealth Conversations
- A proprietary module created by The Wealth Company
- Focuses on behavioral finance, client trust-building, and engagement psychology
“Every hour an MFD spends learning today compounds into a lifetime of client trust tomorrow,” said Debasish Mohanty, Chief Strategy Officer, The Wealth Company. “This wealth management and SIF training initiative is rooted in real value – no fine print, no conditions – just impactful learning.”
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A Movement to Redefine Distributor Empowerment
This industry-first initiative of wealth management and SIF training is more than just an upskilling effort – it reflects The Wealth Company’s long-term distributor-first approach, aiming to:
- Bridge the industry skill gap
- Prepare MFDs for global wealth management trends
- Strengthen investor-distributor relationships
By providing these high-value certifications at zero cost, The Wealth Company is nurturing a future-ready distributor ecosystem, advancing knowledge, credibility, and innovation within the mutual fund space.
The programs begin July 15, 2025, on a first-come, first-served basis.
