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Video Lectures & Mock Test: NISM XXI-A Portfolio Management Services (PMS) Distributor

Learn with Prof. Suyog Chachad in Association with MILLIONMINDS SECURITIES PVT LTD

13 modules

English

Access for 365 days

Master PMS distribution with video lectures & mock tests

Overview

This course on "Video Lectures & Mock Test: NISM XXI-A Portfolio Management Services (PMS) Distributor" is designed to provide a comprehensive understanding of the regulations, practices, and principles related to becoming a distributor of Portfolio Management Services (PMS) as per the guidelines set forth by the National Institute of Securities Markets (NISM) XXI-A certification. Through a series of video lectures, you will delve into the various aspects of PMS distribution, including the regulatory framework, product features, risk analysis, performance evaluation, and compliance requirements. The course will cover topics such as the role and responsibilities of a PMS distributor, client suitability assessment, investment strategies, portfolio construction, and monitoring techniques. In addition to the video lectures, this course will also provide mock tests to help you assess your understanding and knowledge retention. These mock tests are designed to simulate the actual NISM XXI-A examination environment, allowing you to practice time management and evaluate your preparedness for the certification exam. By the end of this course, you will have a solid foundation in PMS distribution, equipping you with the necessary skills and knowledge to excel in the field. Whether you are looking to enhance your career prospects or expand your expertise in financial services, this course will be instrumental in achieving your goals. So enroll now and embark on your journey to becoming a successful PMS distributor!

Key Highlights

Comprehensive video lectures

Mock tests for practice

Real-world application of PMS concepts

What you will learn

Understand PMS basics

Learn the fundamentals of Portfolio Management Services and how they are distributed to clients.

Mock tests for practice

Get ample practice with our mock tests designed to test your understanding of PMS distribution.

Real-world application

Explore case studies and real-world scenarios to apply your knowledge in practical situations.

Modules

Mock Tests

10 attachments • 20 hrs

Mock Test 1

Mock Test 2

Mock Test 3

Mock Test 4

Mock Test 5

Mock Test 6

Mock Test 7

Mock Test 8

Mock Test 9

Mock Test 10

CHAPTER 1: INVESTMENTS

7 attachments • 1 hrs

Summary_Chapter 1_NISM XXI-A_PMSD_INVESTMENTS

3 pages

MCQ 1

MCQ 2

NUM 1

NUM 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 2: INTRODUCTION TO SECURITIES MARKETS

5 attachments • 1 hrs

Summary_Chapter 2_NISM XXI-A_PMSD_INTRODUCTION TO SECURITIES MARKETS

3 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 3: INVESTING IN STOCKS

7 attachments • 1 hrs

Summary_Chapter 3_NISM XXI-A_PMSD_INVESTING IN STOCKS

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

NUMERICAL - 1

NUMERICAL - 2

CHAPTER 4: INVESTING IN FIXED INCOME SECURITIES

6 attachments • 1 hrs

Summary_Chapter 4_NISM XXI-A_PMSD_ INVESTING IN FIXED INCOME SECURITIES

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

NUMERICAL - 1

CHAPTER 5: DERIVATIVES

5 attachments • 1 hrs

Summary_Chapter 5_NISM XXI-A_PMSD_DERIVATIVES

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 6: COLLECTIVE INVESTMENT VEHICLES

5 attachments • 1 hrs

Summary_Chapter 6_NISM XXI-A_PMSD

5 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 7: ROLE OF PORTFOLIO MANAGERS

5 attachments • 1 hrs

Summary_Chapter 7_NISM XXI-A_PMSD

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 8: OPERATIONAL ASPECTS OF PORTFOLIO MANAGERS

5 attachments • 1 hrs

Summary_Chapter 8_NISM XXI-A_PMSD

5 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

CHAPTER 9: PORTFOLIO MANAGEMENT PROCESS

7 attachments • 1 hrs

Summary_Chapter 9_NISM XXI-A_PMSD_PORTFOLIO MANAGEMENT PROCESS

7 pages

MCQ 1

MCQ 2

MCQ 3

TRUE OR FALSE - 1

TRUE OR FALSE - 2

TRUE OR FALSE - 3

CHAPTER 10: PERFORMANCE MEASUREMENT AND EVALUATION OF PORTFOLIO MANAGERS

7 attachments • 1 hrs

Summary_Chapter 10_NISM XXI-A_PMSD_PERFORMANCE MEASUREMENT AND EVALUATION

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

NUMERICAL - 1

NUMERICAL - 2

CHAPTER 11: TAXATION

7 attachments • 1 hrs

Summary_Chapter 11_NISM XXI-A_PMSD_TAXATION

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

NUMERICAL - 1

NUMERICAL - 2

CHAPTER 12: REGULATORY, GOVERNANCE AND ETHICAL ASPECTS OF PORTFOLIO MANAGERS

5 attachments • 1 hrs

Summary_Chapter 12_NISM XXI-A_PMSD_REGULATORY GOVERNANCE AND ETHICAL ASPECTS

4 pages

MCQ 1

MCQ 2

TRUE OR FALSE - 1

TRUE OR FALSE - 2

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How can I access the course materials?

Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.

Can I interact with the instructor during the course?

Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.

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