India’s fast-growing asset management industry is fueling an increasing demand for wealth management education and financial literacy. With rising incomes, more people are seeking effective ways to manage, save and grow their wealth. However, a significant gap in financial literacy leaves many Indians confused about financial planning, managing risks and making informed investment decisions. The multitude of investment options and complex financial tools only adds to the challenge.
“Financial literacy is the cornerstone of economic empowerment; by demystifying complex financial concepts, we are enabling individuals to make informed decisions about their wealth,” Sujoy Das, Co-founder of OAWA, an online education academy, said.
As the driving force behind OAWA, Das claims to leverage nearly three decades of experience in wealth advisory and global fund management. His career has seen him manage diverse funds, launch innovative global products, and navigate market cycles with precision. “I’ve always believed that education is the most powerful tool for transformation. At OAWA, we aim to equip learners with practical knowledge that transcends theoretical understanding.”
OAWA’s Wealth Management programme is an initiative that aims to integrate real-life case studies to provide a comprehensive understanding of the financial industry. The programme’s design is a collaborative effort, featuring insights from esteemed academicians and industry experts. “Our goal is to make wealth management accessible and actionable,” explains Das. “By combining decades of expertise, we’ve created courses that empower participants to turn knowledge into practice,” he said.
The flagship components of the programme include the Growth Matrix Framework (GMF) and Growth Matrix Pinnacle (GMP), each tailored to different levels of expertise in wealth management.
Growth Matrix Framework (GMF)*
The GMF is a strategic tool designed for beginners. It focuses on client profiling, market entry strategies, financial planning, risk mitigation, and investment diversification. “With GMF, participants learn the art of customised wealth management,” Das said. “It’s about understanding client needs, maximizing returns, and building lasting relationships.”
The programme emphasises practical techniques, including SWOT analysis and tailored financial planning, equipping participants with the skills to deliver bespoke client services.
Growth Matrix Pinnacle (GMP)
The GMP programme caters to seasoned wealth managers and financial professionals seeking advanced insights. “GMP is for those with bigger ambitions,” Das said. “It’s about mastering risk management, spotting opportunities, and building efficient financial strategies.” Participants gain access to advanced financial tools and techniques, enabling them to enhance their expertise and deliver top-notch asset management solutions.
Shaping India’s financial future
Since launching OAWA in 2021, Das claims to be on a mission to address the shortage of skilled financial professionals in India. Through his innovative online platform, he claims to equip wealth managers with the expertise needed to provide efficient financial solutions. “India’s economic growth needs to be matched by financial literacy,” observes Das. “Our programmes are designed to bridge this gap, empowering professionals and investors alike.”
As India emerges as a global economic power, the demand for skilled wealth managers and informed investors is greater than ever. Das, through OAWA, is at the forefront of this transformation, cultivating a new generation of financially literate professionals.
“A financially empowered India is a stronger India,” concludes Sujoy. “Through education, we’re building a future where financial knowledge drives progress,” he concludes.