THE ultimate online Program For

Portfolio Management Services


Bundle Course
₹25000 to ₹9999 

3-In-1 Benefits



Full Trainer Led Online Program

Practice Question program

Chapter Highlights Program

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Here’s what you get once you enroll in the course:

Reading Highlights

Trainer Led Program
Practice Questions


Here’s what you will Learn 


General Concepts:

  • Security markets and Concepts of Financial Planning.
  • Portfolio Management

Core Concepts:

  • Equity and Bond Valuations
  • Risk and Return Mathematics

Regulatory Concepts

  • Regulatory Framework 
  • investor Statutory Rights & Obligations

Who is this course for?

  • Relationship Managers at AMCs 
  • Wealth Advisory Firms.
  • Boutique Investment Advisors.
  • Trainers and Consultants.
  • Distributors

Sunita Rao, CFA

I am a Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 14 years in the field of financial consulting and training. I have trained over 5000+ students including senior bankers, CFOs, Investment Bankers from top organizations across the world.

Begin your journey of Portfolio Management services training today!

₹25000 ₹9999