
A Online Course on Portfolio Management Services
The demand for Portfolio Management Services (PMS) is growing in India as more and more individuals understand what PMS is and the benefits it can bring them. As this demand grows, so does the demand for advisors in this field. Our online course was designed to train individuals interested in PMS advisory services in the various aspects of setting up PMS accounts and their management.
Understanding the Portfolio Management Service Platform
This course discusses the structure, features, operational aspects and positioning of the products available on the PMS platform. It is followed by PMS - 2 which covers creation of portfolios, individual client portfolios and performances and the fees and charges that are applicable
By the end of the course, you will be able to:
- Understand the key features of portfolio management services
- Be familiar with the documentation required for setting up a PMS account
Target Audience:
- Investors
- Job seekers in the Financial sector
- Students and professionals seeking to understand Portfolio Management Services
Course Content:
- PMS Product
- Operational Aspects
- Positioning
Fees: Rs. 3000/- plus taxes
FAQS
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Uma Shashikant
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