The Career Path Into Wealth Management, From Certification to Your First Client Book

Wealth management in India has grown rapidly alongside the country's expanding base of high-net-worth individuals, with firms like Kotak Wealth, ICICI Wealth and international private banks building out their Indian operations. Most entrants hold a degree in commerce, finance or business, then pursue relevant NISM certifications and, where advising independently, SEBI Registered Investment Adviser registration. Strong relationship-building skills matter as much as technical investment knowledge. Here's exactly how to build a career as a wealth manager in India.