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

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

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Enrolled: 103 students
Lectures: 29