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The Indian Institute of Management (IIM) Udaipur has started admissions for its newly launched MBA degree in investment and wealth management for the 2027-28 academic year. This is a one-year, full-time residential programme aimed at professionals seeking careers in asset management, private banking, wealth advisory and family offices.
Welcoming the application for the first batch of the new MBA programme, IIM Udaipur has posted on X saying this course is “co-created with leading investment and wealth firms”. This management programme combines investment knowledge with client advisory skills. The course will prepare its students for various roles in the wealth management sector.
The institute also highlighted, the industry's growth potential, citing Deloitte India's 2025 report, mentioning on X, “affluent Indian households held US$1.1 trillion in financial wealth in FY24, and an estimated US$0.4 trillion of it was not associated with a mapped wealth advisor”
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The newly launched MBA curriculum covers equity valuation, fixed income, derivatives, alternative investments, portfolio construction, taxation, cross-border wealth structuring, estate planning and succession planning. The course also includes investor behaviour, fiduciary ethics, artificial intelligence, machine learning and fintech applications.
The programme will offer practical exposure through “a one-month immersion inside an asset manager, private bank, advisory firm or family office”, IIM Udaipur mentioned on X post. Participants will also undertake a live portfolio and advisory simulation, from client discovery to review.
IIM Udaipur said the course includes a preparatory term for candidates without a finance background, helping them build their quantitative and financial foundations.
Applicants must hold a bachelor's degree with at least 50% marks, or 45% for candidates from Scheduled Castes (SC), Scheduled Tribes (ST) and Persons with Disabilities categories. They must have at least 36 months of full-time remunerative work experience after graduation as of February 28, 2027.
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