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NISM Series 21A Portfolio Management Services Mock -Advanced

Dr. Aniruddh Sahai, Ph.D. (Finance)

0(2 students)

Self-paced

Intermediate

About this course

This Mock Test is designed to help learners build a thorough understanding of Portfolio Management Services and gain the expertise required to clear the NISM-Series 21A: Portfolio Management Services (PMS) Distributors Certification Exam with confidence. It covers every Test Objective and Learning Outcome prescribed by NISM, ensuring complete exam readiness. NISM Series 21A Test Objectives & Learning Outcomes Covered1.

InvestmentsCapital Preservation, Capital Appreciation, and Current IncomeEquity, Commodities, Real Estate, Fixed Income, Distressed SecuritiesDirect Investments and Managed PortfoliosStructured Products and Other Investment OpportunitiesRisk–Return Relationship, Types of Risks, and Risk PremiumNominal Risk-Free Rate, Real Risk-Free Rate, Expected InflationSaving vs. Investment & Investment vs. Speculation2.

Introduction to the Securities MarketPrimary and Secondary MarketRetail ParticipantsSecurities Market OverviewMarket Infrastructure Institutions & Key Intermediaries3. Investing in StocksEquity as an InvestmentDiversification and Equity Risk FactorsEquity Market OverviewFundamental Analysis & Technical AnalysisStock Analysis ProcessRelative Valuation & DCF ModelsIntrinsic Value EstimationCorporate Governance Basics4. Fixed Income SecuritiesTypes and Characteristics of BondsBond Pricing & Bonds with OptionsDuration, Volatility & Interest Rate RiskFixed Income Instruments OverviewDeterminants of Bond Safety5.

DerivativesDefinition and Purpose of DerivativesForwards, Futures, Options, and SwapsCommodity and Currency DerivativesDerivatives Market StructureKey Concepts in Derivatives6. Mutual FundsConcept, Role & Working of Mutual FundsTypes of Mutual Fund ProductsScheme Fact SheetsKey Performance MeasuresLegal & Regulatory Framework (SEBI Regulations)Legal Structure of Mutual Funds in IndiaInvestment Process in Mutual Funds7. Role of Portfolio ManagersResponsibilities of a Portfolio ManagerPortfolio Managers in IndiaPMS Organizational StructureTypes of PMSPMS Registration RequirementsInvestor Portfolio Administration8.

Operational Aspects of PMSPMS Agreement ContentsDisclosures & Onboarding ProcessDirect Onboarding in PMSPMS Fees, Costs & ExpensesGIPS Standards & Best PracticesInvestor Grievance Redressal9. Portfolio Management ProcessInvestment Policy Statement (IPS)Life Cycle & Psychographic Analysis of InvestorsAssessing Investor Needs & Financial PositionAsset Class Forecasting (Risk & Return)Investment ConstraintsPortfolio RebalancingStrategic vs. Tactical Asset AllocationUnderstanding CorrelationSteps in the Portfolio Management Process10.

Performance Measurement & EvaluationRisk & Return Metrics: Alpha, Beta, Sharpe, Treynor, Sortino, Information Ratio, M2CAGR, AMR/GMR, Annualized ReturnsTWRR, MWRR, IRRGross vs. Net ReturnPre-Tax vs. Post-Tax ReturnPortfolio Risk vs.

Individual Security RiskTotal & Downside Risk, Semi-VarianceCash Drag Adjusted ReturnAsset & Sector AllocationGIPS Standards & Advertisement GuidelinesDue Diligence & Manager Selection11. TaxationCapital Gains, Dividend, Interest Income & Business IncomeResidential Status & POEMCharacterisation of IncomeSection 9A of Income Tax ActBenefits under Double Tax Avoidance Agreements12.

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Level: Intermediate

Suitable for learners at this level

Duration: Self-paced

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Instructor: Dr. Aniruddh Sahai, Ph.D. (Finance)

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NISM Series 21A Portfolio Management Services Mock -Advanced

About this course

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