Master Portfolio Management Services for HNI clients. Learn to manage discretionary portfolios, create investment strategies, and build a career in India's fastest-growing wealth segment.
India's PMS industry manages over ₹25 lakh crores with 30% annual growth
PMS AUM growing at 30% annually with increasing HNI participation in portfolio management
PMS advisors earn performance-based fees with high earning potential from portfolio management
Work with sophisticated HNI clients managing large portfolios with customized strategies
Master all aspects of Portfolio Management Services from SEBI regulations to portfolio construction
Comprehensive understanding of SEBI (Portfolio Managers) Regulations, 2020
PMS agreements, client onboarding, KYC requirements, and compliance
Risk assessment, limits, monitoring, and reporting requirements for PMS
Management fees, performance fees, expense ratios, and fee transparency
Strategic, tactical, and dynamic asset allocation for HNI portfolios
Stock selection, sector allocation, and equity portfolio construction
Bond portfolio management, duration strategies, and credit analysis
Real estate, private equity, and structured products in PMS portfolios
Different investment philosophies and their application in PMS
Algorithmic models, factor investing, and systematic strategies
Sector-specific strategies, emerging themes, and trend-based investing
Large-cap, mid-cap, and small-cap allocation strategies in PMS
Real-time monitoring, rebalancing triggers, and position sizing
Risk-adjusted returns, benchmarking, attribution analysis, and reporting
Monthly statements, performance reports, and client communication
Portfolio management systems, trading platforms, and analytical tools
Master various PMS strategies used by leading portfolio managers
High-conviction, low-diversification strategies with 15-25 stock portfolios for maximum alpha generation
Dynamic allocation across equity, debt, gold, and alternatives for risk-managed returns
Focus on high-growth companies with strong earnings momentum and scalability potential
Contrarian approach focusing on undervalued companies with strong fundamentals and margin of safety
Algorithmic models, factor-based investing, and systematic approaches using quantitative analysis
Sector-specific strategies focusing on emerging themes like technology, healthcare, or consumption
Comprehensive training designed for aspiring PMS professionals
+ GST
₹58,000 Save ₹10,000
Comprehensive workflow for managing client portfolios in PMS
Comprehensive analysis of client's financial goals, risk appetite, investment horizon, and liquidity requirements
Creating formal IPS document outlining investment objectives, constraints, and strategic asset allocation
Strategic security selection, position sizing, and portfolio construction based on investment strategy
Trade execution, order management, and portfolio implementation across asset classes
Daily portfolio monitoring, risk tracking, and performance measurement against benchmarks
Periodic rebalancing, strategy adjustments, and tactical allocation based on market conditions
Monthly statements, performance attribution, and comprehensive client reporting
High-growth career paths in portfolio management services
Manage HNI relationships, onboard clients, and provide advisory services for PMS portfolios
Manage discretionary portfolios, make investment decisions, and implement PMS strategies
Conduct fundamental research, company analysis, and provide investment recommendations for PMS
Handle portfolio operations, trade settlements, compliance, and client reporting for PMS
Ensure regulatory compliance, monitor limits, and maintain PMS adherence to SEBI regulations
Integrate PMS into comprehensive wealth management solutions for ultra-HNI clients
Learn from PMS professionals with 15+ years experience managing portfolios worth ₹100+ crores
Practice on actual PMS software with live market data and simulated portfolio management
Visit leading PMS providers, asset management companies, and wealth management firms
100% placement assistance with leading PMS providers, wealth management firms, and family offices
Join India's premier PMS certification program. Limited seats available for the next batch starting soon.
Admissions Helpline: 9594577823 | Email: pms@finedge.com