Portfolio Management Services
PMS Operations course provides a comprehensive understanding of PMS fundamentals, process flow and service operations. The course covers role of compliance team, RTA in client servicing and process of audio and inspection.
₹ 500/-
This course includes:
2 Hours of learning content
1 months access
Completion Certificate
English
Who Should Take This Course?
This course is designed for:
Students pursuing finance, commerce, or related disciplines
Aspiring professionals looking to build a career in securities markets
Brokers, Sub-brokers, and Market Intermediaries
Investors
Offered by: NISM
Assessment Test: NA
Pass Percentage - NA
What’s In It For You?
Introduction to Portfolio Management Services (PMS)
PMS Process Flow
Client Onboarding
Service Operations
PMS Operations
Investment Team
Dealing Team
Management & Client Reporting
Compliance Team
Audit & Inspection
Operations are Done by Outsourced Entities
Sample Certificate
Looking for Help?
Helpdesk
02192-668492/8493
Timings: Monday to Friday 9:30 AM till 5:30 PM
(Helpdesk will remain closed on public holidays).
elearning@nism.ac.in