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(3 Ratings)
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Categories: NISM

About Course

The NISM-Series-XXI-A: PMS Distributor Professional Certification Examination is a vital qualification for individuals involved in Portfolio Management Services (PMS) distribution in India. This SEBI-mandated certification ensures professionals have the expertise to distribute PMS products, understand regulatory guidelines, and cater to high-net-worth clients effectively. Our comprehensive course prepares you for the exam with in-depth coverage of all essential topics.

Why Choose NISM-Series-XXI-A Certification?

The PMS distribution industry is rapidly growing, creating demand for certified professionals. Here’s how this certification benefits your career:

Regulatory Compliance

A SEBI-mandated certification for professionals involved in PMS distribution, ensuring ethical and regulatory adherence.

PMS Product Expertise

Develop a deep understanding of Portfolio Management Services, asset allocation strategies, and investment structuring.

Career Growth in Wealth Management

Enhance your credibility and gain opportunities in private banking, investment firms, and financial advisory roles.

Client Trust & Relationship Management

Certified professionals are recognized for their ability to serve high-net-worth individuals (HNIs) with customized PMS solutions.

Comprehensive Market Insights

Gain expertise in risk profiling, investment portfolio construction, and regulatory frameworks governing PMS.

Meet Your Instructor

This course is led by Bhaskar Konka, a finance expert with over 8 years of experience in wealth management, portfolio structuring, and investment advisory. His industry insights provide practical knowledge essential for PMS distribution.

What Will You Learn?

  • Basics of Portfolio Management Services (PMS)
  • Regulatory Framework of PMS in India
  • Client Profiling and Risk Assessment for PMS
  • Portfolio Construction and Asset Allocation
  • Performance Evaluation of PMS Portfolios
  • Investment Strategies for PMS

Course Content

INTRODUCTION

  • CONTENTS AND MARKS WEIGHTAGE

CHAPTER 1-5

CHAPTER 6-10

MOCK TESTS

Student Ratings & Reviews

4.3
Total 3 Ratings
5
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4
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3
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3 years ago
Excellent course! Educators are knowledgeable and thoroughly enjoy the topic creating a fun laid-back learning atmosphere. Will take more courses
3 years ago
I truly enjoyed this class and really liked the student-professor interaction. ... The more I learn today, the less risky moves I will make in the future.
3 years ago
Excellent course! Educators are knowledgeable and thoroughly enjoy the topic creating a fun laid-back learning atmosphere. Will take more courses

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