TCS iON NPT - Wealth Management

Level: Foundational

Assess Your Knowledge in Wealth Management

(Inclusive of all applicable taxes)
Application Guidelines
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Last Date to Apply

Upcoming Exam Date(s)

(Applications are Open)

Next Test Date

Last Date to Apply

Upcoming Exam Date(s)

(Applications are Open)

    About the Test

Who can Apply

Freshers and professionals with up to 2 years of work experience

Students who are in their pre-final or final year, pursuing any degree

Anyone aspiring for job roles in top corporates related to BFSI Industry




Jobs and Industry Trends

Test Coverage

  • Total Questions - 32
  • Total Marks - 50
  • Total Time - 60 Mins
View Syllabus

PART A: Test of Knowledge

  • Introduction to Financial Planning/Asset Classes - Basics of financial planning and types of assets
  • Financial Planning Tools - Use of financial investment tools
  • Asset Allocation - Allocate assets as per customer requirements
  • Modern Portfolio Theory - Capital Market Efficiency, Portfolio Risks, Capital Asset Pricing Model
  • Measuring Risk and Return - Measure return on assets against their risk
  • Elements of the Financial Plan/Tax Planning - Make a financial plan and tax plan for customer
  • Customer Relationship Management - Manage customers
  • Questions - 30
  • Marks - 30
  • Time - 40 Mins

PART B: Test of Application

  • Elements of Financial Planning
  • Customer Relationship Management
  • Questions - 2
  • Marks - 20
  • Time - 20 Mins

    Career Prospects and Opportunities

  • India is expected to become 3rd largest economy in the world by 2030. This will add millions of people in the middle income and HNI (High Net Worth Individual) group who will need professionals to manage their wealth.
  • High demand for Job Roles like Wealth Management Executive, Banking Executive, Wealth Manager, Relationship Manager, and more, both for freshers as well as experienced individuals.
  • For a fresher, Wealth Management jobs can fetch up to ₹ 4 - 6 LPA. For 4 - 6 years experienced professional, salary will be anywhere around ₹ 10 - 15 LPA. For a senior-level Wealth Manager, the salary could be as high as ₹ 25 - 50 LPA.
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Key Features

A structured test designed by subject matter experts and aligned with industry expectations

Standardised benchmark test that validates role-specific core skills to perform various job roles

Access to top corporates looking for talent on the TCS iON Job Listing Portal

Strictly invigilated Test conducted ONLY at TCS iON Authorised Exam Centres spread across India covering all major locations

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