Financial Planning and Wealth Management

Start Date: 26 Sep 2026 | Early Bird Deadline: 26 Aug 2026 | Register By: 06 Sep 2026

The program details are listed on https://labinmotion.com  –
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Program Overview

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.

Faculty

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:

• Chief Distribution Officer – Future Generali India Life Insurance
• Head, Proprietary Business – PNB MetLife Life Insurance
• Zonal Head, Retail Banking – ICICI Bank & Kotak Mahindra Bank
• Senior Positions in Sales & Marketing – Asian Paints, Madura Coats & Bausch & Lomb

Areas of Expertise

• Finance & Strategy
• Wealth & Insurance advisory
• Retail Banking & Distribution Strategy
• Leadership in Indian & Multinational Financial Services Organizations
• Consumer & Retail Business Development

Impact & Recognition

• Mentored mid-career professionals and business students
• Instrumental in scaling distribution networks across financial services
• Recognized for driving innovation in retail banking and insurance channels
• Regular speaker at industry forums and academic conclaves