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Become a Certified PMS Expert!

Tick Unlock Lucrative Career Opportunities in Portfolio Management Tick Gain Expertise in High-Net-Worth Investment Strategies
Tick Stay Ahead with SEBI-Regulated PMS Compliance Training Tick Join India’s Leading PMS Certification Program & Advance Your Financial Career!
Tick 100% Online | Industry Recognized | Career-Boosting Certification Tick Enroll Now & Start Your Journey in Portfolio Management!
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Fill out the form to take the first step toward transforming your career.

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About PMS Certification

The NISM PMS Certification is designed to create a benchmark of knowledge and expertise for finance professionals distributing Portfolio Management Services (PMS). This program provides in-depth training on:

  • Checked Icon Portfolio Structuring & Investment Strategies
  • Checked Icon Risk Management & Asset Allocation
  • Checked Icon Performance Evaluation & Compliance Standards
  • Checked Icon SEBI Regulations & Ethical Investment Practices
  • Checked Icon PMS plays a critical role in wealth management, helping high-net-worth individuals (HNIs) and institutional investors grow their assets with customized investment strategies.
  • Checked Icon Get certified and build a rewarding career in PMS distribution and advisory!

Why Focus on PMS Distribution?

Course Participants

Who Should Join?

This certification is ideal for professionals looking to advance in portfolio management and investment distribution
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Wealth Managers & Financial Advisors

Expand your advisory services.

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Investment Consultants & PMS Distributors

Gain regulatory expertise.

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Banking & Finance Professionals

Enhance your skills in investment planning.

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Aspiring Finance Professionals

Get industry-recognized certification for career growth.

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Portfolio & Asset Managers

Strengthen your knowledge of portfolio evaluation

Why Choose Us

Join a community of professionals excelling in Portfolio Management Services (PMS)!

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Industry-Recognized Certification

Stand out in the finance industry with NISM accreditation.

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In-Depth PMS Training

Master investment strategies, risk management & compliance.

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Comprehensive Curriculum

Learn everything from portfolio structuring to SEBI regulations.

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Flexible Learning Options

Study online, at your own pace.

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Boost Your Career Prospect

Open doors to lucrative roles in wealth management.

India’s Growing PMS Landscape

The PMS industry in India is experiencing exponential growth, driven by

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Surge in HNI & Ultra-HNI Investors

Demand for customized investment strategies is at an all-time high.


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Evolving SEBI Regulations

Increased transparency is boosting PMS adoption.



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Rise of Alternative Investments

Investors are seeking diversification beyond mutual funds and traditional assets.

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Expanding Financial Markets

Opportunities in equity, debt, and hybrid portfolios are increasing.


The future of PMS is bright! Equip yourself with the right skills to capitalize on this booming sector.

Training Modules

Module 1
Investment Landscape & Market Overview
Module 2
Securities Markets & Asset Classes
Module 3
PMS Structures Discretionary, Non-Discretionary & Advisory
Module 4
Portfolio Management Process & Asset Allocation Strategies
Module 5
Risk Management & Performance Evaluation
Module 6
Regulatory Framework & SEBI Compliance
Module 7
Taxation, Governance & Ethical Considerations
Module 8
Operational Aspects of PMS & Client Relationship Management

FAQ

🔹 Q1: Is this certification recognized by SEBI?
✔ Yes, this certification aligns with SEBI’s regulatory framework for PMS professionals.
🔹 Q2: What is the exam format?
✔ Multiple-choice questions (MCQs), 2 hours duration, minimum 60% passing score.
🔹 Q3: What are the career benefits of this certification?
✔ Gain credibility in wealth management, increase job opportunities, and improve client confidence.
🔹 Q4: Can I retake the exam if I fail?
✔ Yes, candidates can retake the exam after 30 days.

Know More About the PMS Program

To learn more about the Portfolio Management Services Training Program, fill in your details and download the brochure.

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Contact Us

  • 9355233599
  • 011-45120800
  • aafmtrainings@aafm.co.in
  • Plot No - 30, 3rd Floor, Grover Tower - 1, Main Najafgarh Road, Shivaji Marg, New Delhi - 110015

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