About the role
Description-
Most people do not need more investment products. They need someone who can look at their whole financial life, see where their plans and their money do not match, and give advice they can follow even when markets fall.
WealthWise, the wealth management competition of Passion'26 at IMT Ghaziabad, puts teams in the role of that adviser. Teams begin with a quiz on personal finance and investment basics, move on to a case in which they must advise a client with a real financial dilemma, and finish by presenting their plan to a panel of judges. The competition rewards honest diagnosis, sound numbers and advice a client can act on.
Rounds Structure-
Fund Check -
- Format: Online quiz hosted on Unstop with 15 multiple-choice questions to be completed in 10 minutes. Only the team leader will be allowed to take the quiz.
- Objective: The quiz will assess participants' knowledge of personal finance, investment products, goal-based planning and the basics of financial advice. This round serves as the preliminary filter.
- Marking Scheme: Each correct answer carries 1 marks. There is no negative marking, and unanswered questions carry no marks.
- Evaluation: The teams will be shortlisted by score to qualify for the next round. In case of a tie, the team that took less time to complete the quiz will rank higher.
The Advisory Desk-
- Format: Online case deck submission (PPTX/PDF), along with a supporting Excel model (XLSX).
- Objective: Each qualifying team will be assigned a client persona and must submit a clear, suitable financial plan covering the client's risk profile, goals, current gaps and asset allocation.
- Task: The presentation should have 5-8 slides, including the title and appendix slides. The first content slide must be an executive summary.
- Evaluation: Submissions will be judged on the accuracy of the client diagnosis, the strength of the financial analysis, the suitability of the asset allocation and the clarity of the advice. Plans that the client can realistically follow will be given credit.
The Client Meeting-
- Format: Shortlisted teams present their advice in online mode to a panel of judges.
- Objective: Participants must defend their plan under questioning.
- Task: Shortlisted teams from Round 2 will deliver a case presentation, followed by a Q&A in which the judges will test their assumptions, numbers and recommendations.
- Evaluation: Teams will be judged on how they handle questions, their financial judgement, the clarity of their narrative, their command of the client's numbers, and their delivery. The team with the highest average score from the panel will be declared the winner.
Note: Teams are not allowed to mention the name of their institution, or use its logo, anywhere in their submissions or during the presentation.
General Rules & Regulations-
- All rounds will be held online.
- Multiple registrations by the same participant will lead to disqualification.
- In case of any dispute, the decision of judges and the organizing committee at IMT Ghaziabad will be final.