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All About PMS (Portfolio Management Services)

Learn with Dr Av Senthil, CFP

12 modules

English

Access for 15 days

1.5 Lakh Investors have chosen PMS and invested around 29 Lakh Crores of Rupees in this asset class. Let us see the pros, cons, who should invest, why one should choose PMS etc in this course. Suggest you watch all the videos in ONE stretch - Maximum 60 minutes required.

Overview

Course Description: The course "All About PMS (Portfolio Management Services)" is an in-depth exploration of Portfolio Management Services (PMS). Designed for investors, finance professionals, and individuals interested in managing their investment portfolios, this course offers a comprehensive understanding of PMS.

Through this course, you will learn about the essential concepts, strategies, and techniques related to PMS. You will gain insight into the different types of PMS and how they can be tailored to meet specific investment goals.

Additionally, we will delve into key topics such as asset allocation, risk management, and performance evaluation within the context of PMS. The course will walk you through the process of constructing and managing a portfolio, providing you with practical tips and strategies to optimize your investment decisions.

We also explore various investment instruments, including equities, bonds, commodities, and alternative investments, and understand how they can be utilized within a PMS framework. Moreover, the course will shed light on the regulatory framework surrounding PMS, ensuring that you grasp the legal aspects and requirements associated with PMS.

We will list down the relevant laws, regulations, and guidelines that govern PMS providers and investors.

By the end of this course, you will possess a good understanding of PMS, enabling you to make informed investment decisions and effectively manage your investment portfolios.

Whether you are an individual investor or a finance professional looking to enhance your knowledge and skills, this course will equip you with the necessary tools to navigate the world of PMS successfully.

We suggest watching all the videos in ONE go - In YouTube you will get advertisements, here, only the content - After 24 hours, watch the videos again. After 72 hours, watch it again. Document all your queries. We are happy to address your queries!

Happy learning and investing!!

Modules

A1 - Agenda

Preview

A2 - What is PMS & Why PMS?

A3 - Who Provides PMS?

A4 - Types of PMS

B5 - PMS Key Stats

B6 - Case Studies

B7 - Pros & Cons of PMS

B8 - PMS vs Mutual Funds

B9 - Is PMS for me?

B10 - How to choose a PMS?

B11 - When to look at AIF, Smallcase etc?

B12 - Checks & Balances + Q&A

FAQs

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Yes, our platform is designed to be accessible on various devices, including computers, laptops, tablets, and smartphones. You can access the course materials anytime, anywhere, as long as you have an internet connection.

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.

About the creator

About the creator

Learn with Dr Av Senthil, CFP

Meet Dr. AV Senthil, a finance pro with a PhD, CMA, and CFP. He's helping HNIs, individuals, and corporates manage their personal and business wealth. Now, he offers insightful online courses for all. Learn smart financial strategies from an expert. Join today for financial success and secure your future with confidence.

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