NIFTY 50₹22,500▲125.30(0.56%)•
SENSEX₹74,200▲412.50(0.56%)•
BANK NIFTY₹48,300▼210.40(0.43%)•
TATA MOTORS₹780.00▲12.45(1.62%)•
INFOSYS₹1,520.00▼18.20(1.18%)•
WIPRO₹475.00▲5.60(1.19%)•
RELIANCE₹2,890.00▲34.50(1.21%)•
TCS₹3,650.00▼28.10(0.76%)•
HDFC BANK₹1,580.00▲15.20(0.97%)•
ICICI BANK₹1,120.00▲8.90(0.80%)•
SBI₹820.00▼5.30(0.64%)•
BHARTI AIRTEL₹1,650.00▲22.80(1.40%)•
HUL₹2,380.00▼12.40(0.52%)•
ITC₹445.00▲3.20(0.72%)•
KOTAK BANK₹1,780.00▲14.60(0.83%)•
LT₹3,420.00▼45.20(1.30%)•
AXIS BANK₹1,080.00▲9.50(0.89%)•
BAJAJ FINANCE₹7,200.00▲85.40(1.20%)•
MARUTI₹12,400▼150.00(1.19%)•
ASIAN PAINTS₹2,850.00▲18.90(0.67%)•
HCLTECH₹1,420.00▼16.30(1.14%)•
TITAN₹3,250.00▲42.60(1.33%)•
ADANI PORTS₹1,380.00▼22.40(1.60%)•
POWER GRID₹310.00▲4.80(1.57%)•
NTPC₹365.00▲6.20(1.73%)•
SUNPHARMA₹1,680.00▼8.50(0.50%)•
Trustner
All Learning Tracks
PMS Foundation Track

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.

Regulator: SEBI / APMIMin: ₹50 lakh per investor Trustner Empanelled

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.

beginner

PMS Foundation

Portfolio Management Services (PMS) is the SEBI-regulated route through which High Net Worth Individuals access concentrated, professionally managed equity portfolios held in their own demat account. This foundation track covers the structure, the three PMS types, fee economics, and how to choose between PMS, mutual funds, and SIFs.

5 15 MCQ45 min

Deep Dive(2)

Mechanics, strategy, taxation — for engaged investors and trainee distributors.

intermediate

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.

3 9 MCQ40 min
intermediate

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.

3 9 MCQ30 min

Advanced(1)

Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.

advanced

PMS Advanced — Manager Risk, Performance Attribution & Exit Decisions

Advanced material covering manager-level risk decomposition, attribution analysis, fee-justification math, and the exit decision framework for PMS allocations that have lost their strategic fit.

3 9 MCQ35 min

Explore Other Learning Tracks

Trustner covers the complete Indian wealth-management product spectrum. Every track is written from a third-person investor-education perspective with regulator-aligned content.

MFSIFAIFGIFT IFSCIntl FundsInsurance
Sign Up NowTalk to Us
Portfolio Management Services (PMS) — Investor Foundation | Trustner Learn