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PMS & HNI Mastery Program- Batch 2 (Portfolio Management Service (PMS) Certification Training Batch 2)

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  • Description
  • Curriculum
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01 - PMS Session 1 - PMS and HNI Mastery Orientation Session- 27/11/2022
02 - PMS Session 2 - 04/12/2022
03 - PMS Session 3 - 11/12/2022
04 - Session 4 - 18/12/2022
05 - Session 5 - 25/12/2022
06 - PMS Session 6 - 08/01/2023
07 - PMS Session 7-15/01/2023
08 - PMS Session 8 - 29/01/2023
09 - PMS Session 9 - 05-02-2023
01 - HNI Session 1 - Introduction to HNI Mastery Program - 23-04-2023
02 - HNI Session -2 - HNI Mastery Session - Part 2 - 07-05-2023
03 - HNI Session -3 - Investors experience for HNI 14-05-2023
04 - HNI Session -4 - Understanding different HNI customer segments by Dharam sir 21-05-2023
05 - HNI Session - 5 What do HNIs like and expect by Dharam Sir 04-06-2023
06 - Session 6 What HNIs need and how we should Serve them? By Dharam Sir on 11-06-2023
07 - Session 7 - Adding Value to HNI Investor's Life using the concept of Spiritual Financial Planning by Dharam sir-19-06-2023
08 - Session 8 - How to structure your business for HNI segment By Dharam sir 02-07-2023