PMS Mastery

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.