PMS & HNI Mastery Program (Portfolio Management Service (PMS) Certification Training Batch 1)

105 Students enrolled
  • Description
  • Curriculum
48
Session 1 - Introduction to Investments
Session 2 - Investment Life Cycle and Return Analysis
Session 3 - Risk & Types of Retuns and Investment Products
Session 4 - Indian Financial Markets and Investment Products
Session 5 - BCG Matrix
Session 6 - Company Analysis and Fixed Income Securities
Session 7 - Bonds and Derivatives
Session 8 - Mutual Funds
Session 9 – PMS - Operations Part 1
Session 10 - PMS - Operations Part 2
Session 11 - Steps in Portfolio Management Process
Session 12 - TWRR & MWRR
Session 13 - Portfolio Performance and Taxation.
Session 14 - PMS Doubt Solving Session.
Session 15 - PMS Revision Session
HNI Session 1- Introduction to HNI Mastery Program - 23-04-2023
HNI Session 1- Introduction to HNI Mastery Program - 23-04-2023
HNI Session 2 - HNI Mastery Session - Part 2 - 07-05-2023
HNI Session 3 - Investors experience for HNI 14-05-2023
HNI Session 4 - Understanding different HNI customer segments by Dharam sir 21-05-2023
HNI Session 5 - What do HNIs like and expect by Dharam Sir 04-06-2023
Session 6 - What HNIs need and how we should Serve them? By Dharam Sir on 11-06-2023
Session 7 - Adding Value to HNI Investor's Life using the concept of Spiritual Financial Planning by Dharam sir-19-06-2023
Session 8 - How to structure your business for HNI segment By Dharam sir 02-07-2023
Course Materials - Calculator