Global Wealth Management

Know our Qualified trainers

Pramod Agarwal | Qualified Practicing Trainer | Ex-Banker - Branch Head Punjab National Bank

Ashish Goel | Certified Controller - Germany & UK | Former CFO | Founder - Global Wealth Management

Trainer Profile: Pramod Agarwal

With over 40 years of hands-on experience in the banking industry, the trainer brings unmatched practical knowledge in core banking operations and regulatory frameworks. Over the past 10+ years, he has been actively engaged in training and capacity building for MBA/PGDBM students, bank officers, and government officials across India.

Pramod is currently a visiting faculty and trainer at reputed institutions including:

CBI Academy
Institute of Management Technology (IMT), Ghaziabad
National Institute of Banking Studies and Corporate Management (NIBSCOM), Noida
Academic councilor (IGNOU)

Core Competencies:

Banking Law & Practice
MSME Financing
Retail Lending
NPA Management & Vigilance in Banking
International Financial Management
Management of Financial Services
International Finance

Publications & Research Contributions:

Project Report on COBOL Programming – Presented at IIT Delhi
Project Report on Functions in Business Organization – Presented at IMT Ghaziabad
Author of the book:
“Test of Reasoning and Numerical Ability” – Published by S. Chand & Sons.

Ashish Goel | Certified Controller - Germany & UK | Former CFO | Founder - Global Wealth Management

Trainer Profile: Ashish Goel

With over 18 years of international experience in finance, strategy, and business leadership, Ashish brings a unique blend of corporate expertise and entrepreneurial vision to the world of training and advisory. Ashish has worked across eight countries, leading complex M&A transactions, cross-border financial planning, and corporate finance operations.

Ashish is currently a visiting resource expert and speaker at several leading institutions and forums, including:

Shri Ram College of Commerce (SRCC)
Indian Institutes of Management (IIM)
Events by FICCI, Economic Times (ET)
Special Invitee at G20 Forum Events
Round Table (Delhi Uni.)

Core Competencies:

Corporate Finance
Mergers & Acquisitions
Cross-Border Wealth Management
Fundraising & PE/VC Advisory
CFO Services & Business Transformation
Financial Literacy for Non-Finance Professionals

Professional Highlights & Research Contributions:

Former Head of M&A Finance, Airbus Group in Europe
Founded Global Wealth Management (2023) - Consultancy & Investment firm
Author and Educator: Creator of Learn Finance platform with 11K+ learners.

Richa singh

Ashish Goel | Certified Controller - Germany & UK | Former CFO | Founder - Global Wealth Management

Richa singh

Training Catalogue Finance|ControlLing|Banking

Core Finance & Business Acumen

1. Finance for Non-Finance Professionals:

Understand financial statements, budgeting, and key metrics.

2. Business Finance Fundamentals:

Unit economics, cash flows, break-even, and profitability analysis.

3. Financial Statement Analysis:

Interpreting P&L, balance sheet, and cash flow for better decisions.

Controllership & Planning

Core Finance & Business Acumen

4. Budgeting, Forecasting & Variance Analysis:
Strategic budgeting, rolling forecasts, variance deep-dives.

5. Cost Accounting & Cost Control:
Overhead allocation, standard costing, activity-based costing, cost-centre, profit centre, hourly rate.

6. Working Capital Management:
Inventory, receivables, payables-optimising liquidity.

Strategic & Corporate Finance

Core Finance & Business Acumen

M&A, Fundraising & Transactions

7. Corporate Finance & Capital Structuring:
Financial Statements, Treasury Management, Debt vs equity, leverage, funding options, capital deployment.

8. Investment Decision-Making (Capex, ROI, NPV, IRR):

Real-world investment appraisal and decision frameworks.

M&A, Fundraising & Transactions

Compliance, Audit & Risk Management

M&A, Fundraising & Transactions

9. Private Equity & Venture Capital Basics:
Term sheets, fundraising lifecycle, investor perspectives.

10. Mergers & Acquisitions Essentials:
Deal lifecycle, due diligence, valuation, DCF, transaction, post-merger integration.

Compliance, Audit & Risk Management

11. Internal Controls & Risk Management:
Audit readiness, fraud risk, policy controls.

12. Indian GAAP vs Ind AS vs IFRS:
Key differences, convergence, and practical implications.

Finance Automation & Tools

Compliance, Audit & Risk Management

13. Excel for Financial Modelling & Dashboards:
Hands-on with templates, live case models - key KPIs.

14. Power BI / Tableau for Finance Teams:
Turn finance data into decision dashboards.

Not-for-Profit Finance

Banking & Credit Operations

15. Not-for-Profit Compliance:

Value-for-Money, FCRA compliance, NGO Finance, Grant Management, Programme Finance.

16. Fundraising Strategy:

Crowd-funding techniques, raising CSR funds, approaching Philanthropists.

Banking & Credit Operations

17. Banking & Financial Services: Vigilance in Banking, Banking Law & Practice, MSME Financing, Retail Lending, NPA Management.

18. Cross-border Compliance:

Transfer-pricing, Global invoicing, Cash-pooling,

Leadership & CXO Finance

Banking & Credit Operations

Leadership & CXO Finance

19. Strategic Finance for CFOs / Controllers:
Business partnering, board reporting, and stakeholder management.

20. Investor Relations & Board Finance Communication:
How to present financials to investors, VCs, and boards.