PMS Mastery

Portfolio Management Services Training for Distributors

Why PMS?

Benefits of PMS

About Trainer

Romit Barat

Romit Barat is Co-Owner and partner with Akta Capital Advisers LLP (www.aktaconnect.com) and is a product professional having core competency in the areas of Portfolio Management Services, Mutual Funds, Structured Products, Investment Advisory, Wealth Management, Private Banking, Financial Planning and Insurance. Romit has earlier worked with blue-chip organizations like Kotak Mahindra Old Mutual Life Insurance Company Ltd, ICICI Prudential AMC, Motilal Oswal AMC Ltd and others in various leadership roles in the last 21 years.

Romit is building India’s first digital platform on SaaS model that assist and facilitates multi-broker-multi-advisor-multi-distributor transactions with in-built portfolio analytics tools and features.

He is leading trainer on High end regulatory certification courses like:

  1. PMS Distributor Exam (NISM XXI-A),
  2. AIF Cat I Distributor exam (NISM – XIX-A),
  3. SEBI RIA Exam (NISM X-A & X-B),
  4. Research Analyst (NISM XV) and
  5. Merchant Banking (NISM IX – Merchant Banking Course).

Romit is also a voracious reader and his flair for writing is deep-rooted in his noteworthy insight on market behaviors that otherwise go unnoticed.

Courses Content

NISM XXI-A - PMS Distributor Exam

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PMS and HNI Management Course

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What Our Members Have To Say

Sanjay Kulkarni

I was doubtful whether an IFA could charge fees but MFP gave me the confidence to charge fees. Manufacturing Time, ABCD Analysis, MANIA, GIFT are amazing concepts. I urge all IFAs to do MFP & experience transformation.

Nikhil Thakkar

MFP Taught us the process of scrutinizing clients, Process of allocating time and energy based on ABCD Categorization. Gifts revealed the secret of selling. Sincerely appreciate the program & passion of Swamy Sir and Dharmendra Sir – Please Continue this great work for IFA Fraternity.

Jigish Patel

Importance of ‘’ Always be Closing’’ and how to implement it made a huge difference in my business. Secondly, the strategy to serve the most profitable client segment has shown me the path to success.

Nikhil Verma

MFP has given me confidence and shown me a faster way to succeed in business. Thank you for being my mentor and showing me the right way going forward.

Vijay Ghosalkar

Thank you Swamy Sir and Dharmendra Sir for your valuable inputs. This program has upscaled my knowledge. I am confident that I would be financially free in 5 years.

Dharmesh Punjabi

Had a Great Experience. Got a lot of clarity in how to run my business. Thank you, Mr Dharmendra and Mr Swamy. You guy’s rock.

Free Intro Session

Saturday 26th April, 2022. 7.00 PM

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Exclusive early bird discounts limited to first 20 signups

NISM XXI-A - PMS Distributor Exam

15 Sessions - 2 Months
20500
9895
+ GST
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PMS and HNI Management Course

15 Sessions - 2 Months
20500
9895
+ GST
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