Learn About Portfolio Management Services
Tailored portfolios held in the investor's own demat account, managed by a SEBI-registered Portfolio Manager. Suited for HNIs with ₹50 lakh+ ticket sizes who want concentrated, conviction-led equity exposure with full transparency on holdings.
Foundation Track — Available Now
HNI investors with ₹50 lakh+ minimum considering professionally managed concentrated equity portfolios.
Advanced Track — Available Now
NISM Series XXI Portfolio Manager Distributors Examination, APMI certification candidates.
Curriculum
4 modules · 14 sections · 42 MCQs · 47 FAQs
Foundation(1)
Start here. Investor-friendly conceptual grounding.
Deep Dive(2)
Mechanics, strategy, taxation — for engaged investors and trainee distributors.
PMS Strategies & Manager Selection
A working-level walk-through of common PMS strategy archetypes — large-cap quality, small-mid cap growth, multi-cap concentrated, value, sector-rotation — and the manager-selection framework that separates skill from luck.
PMS Tax & Operations
PMS tax computation operates on a transaction-by-transaction basis in the investor's own demat account. This module covers capital gains tax mechanics, fee deductibility, dividend handling, and the operational workflow that runs across the year.
Advanced(1)
Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.