SPJIMR > Open Management Development Programmes > Personal finance and investment management

Overview

Managing personal wealth and making informed investment decisions have become essential life skills for professionals. This two-day online programme provides a structured approach to building a solid foundation in personal finance while equipping participants with investment management strategies tailored to their financial goals. Delivered through a mix of conceptual inputs and applied tools, this programme helps individuals take control of their finances, optimise their savings, and design goal-linked investment portfolios.

Objective

  • Enable participants to assess and improve their personal financial health
  • Equip participants with goal-based investment planning techniques
  • Familiarise individuals with principles of asset allocation, diversification, and portfolio review
  • Empower participants to build a practical, personalised investment blueprint

Pedagogy

The programme will be delivered online using a mix of:

  • Live interactive sessions with faculty
  • Real-world illustrations and personal finance tools
  • Hands-on exercises using Excel
  • Templates and worksheets to develop a personal financial roadmap

Key topics

Day 1: Financial awareness and foundation
  • Understanding your financial life and setting goals
  • Risk profiling and insurance planning
  • Introduction to time value of money and basic return metrics
  • Overview of financial instruments
Day 2: Investment strategy and portfolio design
  • Risk-return trade-offs and asset allocation frameworks
  • Goal-based investing and linking investments to life stages
  • Portfolio review, rebalancing, and performance monitoring
  • Capstone: Building your personalised investment strategy

Programme director

Avinash Ghalke

Avinash Ghalke

Associate Professor, Finance and Accounting

Deputy Programme Chairperson, Post Graduate Programme in
General Management

Avinash Ghalke has over 20 years of experience in academia and industry. He holds a Ph.D. from SJMSoM, IIT Bombay, and a PGDBM in Finance and Systems from XLRI, Jamshedpur. He is also a CFA Charterholder from the CFA Institute, USA. His career spans diverse sectors including investment research, information technology, entrepreneurship, and academia. He has mentored students in finance and accounting, and conducted executive training programmes on capital markets, corporate finance, and Excel...
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Who can attend

This programme is designed for:

  • Working professionals seeking structured guidance on managing their finances
  • First-time investors or those looking to systematise their investment approach
  • Mid- to senior-level executives aiming to build long-term wealth aligned with life goals
  • Entrepreneurs and independent professionals seeking financial security and investment discipline

No prior background in finance or investing is required.

Programme dates and fee details

Date Time Fees
November 1 – 2, 2025
November 8 – 9, 2025		 Saturday – 6:00 pm to 8:30 pm
Sunday – 10:30 am to 1:00 pm		 ₹ 25,000 + GST
(10% early bird and group discounts available)

Certificate of participation

A certificate of successful participation by S.P. Jain Institute of Management and Research (SPJIMR) will be issued to each delegate at the completion of the programme.

SPJIMR’s Open MDPs certificate of participation.

Contact us

Get in touch with our team to explore world-class learning opportunities that can help you achieve your goals and create a lasting impact.

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