Dates
Start Date: Saturday, 26 Sep 2026
Register By: 06 Sep 2026
Early Bird Deadline: 26 Aug 2026
Special Offer Deadline: 26 June 2026
Program Fee
Regular: Rs. 40,000 + GST
Early Bird Fee: Rs. 36,000 + GST
Special Offer Fee: Rs. 32,000 + GST
Duration
Live-Online, 7 weeks
3 hrs /week
Saturday: 9:30 am to 12:30 pm IST
Financial Planning and Wealth Management is designed for executives, professionals, and entrepreneurs who seek to strengthen their understanding of personal and institutional wealth strategies. In an increasingly volatile financial landscape, the ability to manage wealth, optimize investments, and plan for long-term financial security has become a critical skill for leaders and decision-makers.
This program equips participants with a holistic view of wealth management—covering financial planning, asset allocation, investment strategies, risk management, tax planning, and estate considerations. Through interactive lectures, real-life case discussions, and hands-on exercises, participants will learn to design effective financial plans, balance risk and return, and make informed choices for wealth creation and preservation.
By bridging financial theory with practical application, the program empowers participants to manage personal and organizational wealth strategically, engage effectively with financial advisors, and secure long-term financial well-being. The program content is inspired by the decades of experience of the faculty. Participants will gain insights into investment planning, asset allocation, risk management, taxation, retirement planning, etc. This program will benefit both professionals advising clients and individuals managing their personal assets.
Here are a couple of interesting articles for further reading – 5 Ways to Manage Personal Finances and How Can Financial Advisors Thrive in Shifting Markets
A special 20% discount on the program fee applies to all enrollments made on or before 26 June 2026. Participants have the option to pay the program fee in two easy installments.
Participants will gain the ability to:
Pedagogy
The program is delivered through a mix of engaging and practical learning methods:
This program is designed for:
Prof. Subhasish Acharya
Post Graduate Diploma in Management (PGDM) – Indian Institute of Management, Bangalore (Class of 1992-94)
B.E. (Hons.) – Birla Institute of Technology & Science (BITS), Pilani
Prof. Subhasish Acharya is a seasoned business leader and academician with over three decades of diverse experience spanning banking, insurance, financial services, consumer products, and strategy. His career reflects a unique blend of corporate leadership and academic practice, making him exceptionally positioned to mentor future business leaders. His sessions are known for their strategic depth, industry relevance, and ability to bridge the gap between boardroom decisions and classroom insights.
He currently serves as Professor of Practice – Finance & Strategy at NCU School of Business, where he integrates his rich industry insights with academic frameworks to deliver impactful learning experiences. Subhasish is not just an educator—he is a strategist, mentor, and thought leader who brings the boardroom to the classroom with unmatched clarity and conviction.
Key Leadership Roles Held:
Areas of Expertise
Impact & Recognition
The sample certificate image is for reference only and may change at the discretion of LabinMotion. The bona fides of the certificate can be verified by clicking on the QR code and entering the unique certificate number on the web page.
Schedule: Two sessions of 75 minutes each every week on Saturday between 9:30 am and 12:30 pm with a break in between.
The program starts on Saturday, 26 Sep 2026 and would run for 7 weeks. The program has a total of 14 sessions.
Delivery Mode: Live-Online through Zoom
To enroll and apply for the program, click on the button below –
Enroll and PayThe payment and enrollment happen through our enrollment and learning management website – https://lms.labinmotion.com . We offer easy installment plans for all our programs. This can help plan your cash flows. We offer an additional 5% discount on group registrations for 3 or more people from a single organisation. Please email support@labinmotion.com for group registrations, and we will guide you through the enrollment process.
Parthasarathy S
Ph. +91 9110614400
Email: partha@labinmotion.com
Effective wealth planning starts with understanding business finance. The program on Finance for Non-Finance Managers helps you interpret financial data and strengthen overall financial logic.
Smart long-term decisions benefit from understanding customer value. The program on Customer Centricity: Driving Growth Through Customer Value offers a lens to evaluate investments with growth in mind.
Confident financial planning depends on clear thinking and discipline. The program on MindMastery: Leading from the Inside Out enhances focus and emotional steadiness for better decision-making.
Rajbir Singh, PhD
Rajbir Singh is a founder and Consulting Partner at Value Centria, a boutique business consulting firm that leverages customer centricity and digital to drive growth and innovation. Additionally, he is the co-founder and CEO of the i4 Mentors Foundation, a startup accelerator. As a not-for-profit, i4 Mentors Foundation is working for “Build for India”, and Healthcare is one of their focus sectors.
Before this, Rajbir led Global Business and IT Consulting businesses at IBM, Oracle, HCL Technologies and Tata Unisys for 25+ years. He has led large, multi-cultural teams spread across the globe and has consulted with Fortune 500 clients across industries, including BFSI, Media, Telecom, Utilities, CPG and Manufacturing. His areas of expertise include Customer Strategy, Innovation Strategy, Business Strategy and Change Management. He has received recognition from Forrester, Pega, SAP and HCL Tech for developing innovative products.
Rajbir has been a visiting faculty at IIIT Delhi, IIT Delhi, NSUT and BIMTech. He is also on the board of a few startup incubators.
Rajbir is an Electronics Engineer from IIT Delhi, an MBA from IIM Bangalore and a PhD from IIT Delhi.
Websites: https://www.valuecentria.in/; https://www.i4mentors.com/
Sudarsan Chakravarthy
Founder, Chief Mentor & Success Coach – myDharma Global
A Spiritual leader, leadership coach, motivational speaker, accomplished global business leader, and an author with keen interests in ancient wisdom, spirituality, science, philosophy, and the arts.
An MBA from the Indian Institute of Management, Bangalore (IIM-B, Class of 93), India’s premier B-School, with a proven track record in building business, driving revenue & profitability growth and maximizing stakeholder delight.
Versatile and highly accomplished Management Professional with 25+ years of experience in the IT industry spanning across India, ME, Europe and North America.
Has rich experience across a wide range of areas – Digital Transformation, Line of Business Management, Business Operations, Sales, Marketing, IT Strategy, Operations, Finance, Product Management, and Service Delivery Management.
Worked with GBM (IBM GMSR) in Dubai for 20+years and championed several key strategies, including Business transformation, SAP implementation, Market Coverage, Growth Initiatives, Merger, Organizational restructuring, Low-cost services delivery, Market Research, IT Strategy, Business Partner / Channel Management, Operational Excellence, Sales Management, CRM, etc.
A motivational speaker with rich experience in running inspiring empowerment workshops; Has been inspiring and enthralling audiences of all age groups – individuals, groups, youth, families, corporate leaders – across several parts of the world with his captivating lectures; Meticulously gleans profound insights from the treasury of ancient wisdom and presents them in a way that illuminates the contemporary mind and resonates with today’s needs, interests, and challenges.
His life’s mission is to instill nobility and greatness across various strata of society.
Skillfully harmonizes the seemingly conflicting material and spiritual worlds and empowers individuals with a revitalising transformation and helps them to strengthen faith in their limitless potential; Is dedicated to unlocking the God given talents and highest abilities in people and empowering them to celebrate life through their unique contributions to the making of a new and beautiful world.
Subha Parthasarathy has been working with children, parents, and adults since 2006 and is the founder of Magichive. She is a Counselling Psychologist with over 20,000 counselling and training hours spent on 1-on-1 sessions with adults/children and group training sessions. Subha is an experienced trainer and facilitator who delivers workshops and programs that focus on enriching relationships with self and others. Her workshops “Chetana” (parenting workshop since 2009) and “Compassionate Communication based on NVC (since 2016)” are centred around increasing self-awareness and equipping participants with tools and insights that can help in leading an enriching life.
Person Centric Therapy, Mindfulness, and Nonviolent Communication form the cornerstones of her work. She is a Vipassana meditator and has certifications on various methods of interventions based on NLP, CBT, TA, NVC, Gestalt, Movement therapy, Reiki, Deep Listening, etc. She has delivered sessions in IIM Bangalore, IIM Kashipur, Infosys, Infosys BPO, Cap Gemini, Northern Trust, HSBC, etc.
Case Study: Case study on Magichive through Ivey Publishing, Ivey Business School, Canada (Click here for details) published in Oct 2024
Podcasts: Subha has hosted more than 20 free podcasts centred around mindfulness hosted on Spotify ( Click here for details)
Book: A book of 19 poems titled “Verses for Better – Parenting Lessons from Parenting Failures“, a collaborative effort between Magichive and Wunderman Thompson, was published in 2018. The book was nominated for two categories in the prestigious National Level Kyoorious Creative Awards 2019.