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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