Portfolio Manager

Types of portfolio management services

Role and responsibilities of a portfolio manager

Cost, expenses, and fees

Introduction

Introduction to the course

Introduction to financial planning

Introduction to Time Value of Money

Time value of money - I

Time value of money - II

Time value of money - III

Evaluating Financial Position of the Client

Cashflow management for clients

Creating budget and saving plan

Understanding key financial ratios

Debt Management & Loans

Understanding debt management

Key terminologies in debt & loans

How to manage loans

Introduction to Indian Financial Market

Understanding the financial market

Regulators of the financial market

Structure of the financial market

Role of IRDAI

Securities Market Segments

Functions of the primary market

Types of issues and issuing entities

Types of public issues

Role and function of secondary market

Risk management in secondary market

Understanding corporate actions

Introduction to Investments

Types of investments - I

Types of investments - II

Modes of investment

 Equities

Understanding equity market

How to select stocks?

Fundamental analysis

Stock market valuations - I

Stock market valuations - II

Technical and qualitative analysis

Fixed Income Securities

Introduction to fixed-income securities

Bond pricing and valuation

Types of yields

Introduction to the money market

Government and corporate debt market

Derivatives

Derivatives - I

Derivatives - II

Derivatives - III

Mutual Funds

Introduction to mutual funds

Types of pooled funds

Types of Equity mutual funds - I

Types of Equity mutual funds - II

Debt mutual funds

Hybrid mutual funds

IDCW vs Growth mutual funds

SIP, SWP, STP

Advantages of mutual funds

Alternative Investment Funds

Introduction to Alternative Investment Funds (AIFS)

Modern Portfolio Theory

Understanding modern portfolio theory

Calculating rate of return

Portfolio optimization

Portfolio Construction

Portfolio Construction - I

Portfolio Construction - II

Portfolio Construction - III

Performance Measurement and Evaluation

Rate of return measures - I

Rate of return measures - II

Risk measures

Performance attribution analysis

Operational Aspects of Investment Management

Investing process - I

Investing process - II

Investing process - III

Regulations

Understanding key regulations

Ethics

Ethical issues - I

Ethical issues - II

Grievance Redress Mechanism

Grievance redress mechanism - I

Grievance redress mechanism - II

Grievance redress mechanism - III

Zeal Doshi, a Certified Financial Planner (CFP) with over nine years of experience, specializes in Investment, Taxation, and Portfolio Management. As the founder of Zenith Finserve, she manages investments for 90+ families. Alongside her advisory role, she also trains students and corporate professionals in various finance courses.

​This course is designed to help you prepare for the NISM X-A: Investment Adviser (Level 1) exam by covering all key topics in a structured manner. You will learn key topics such as the time value of money, equities, fixed-income securities, derivatives, mutual funds, portfolio management, and modern portfolio theory. Additionally, it explores regulations, ethics, and grievance redress mechanisms to equip learners with practical knowledge. In Lesson 1, Introduction, you will get a course overview and learn about key financial concepts. In Lesson 2, Time Value of Money, you will learn essential concepts such as present value, future value, annuities, and perpetuities, along with their calculations and practical applications. In Lesson 3, Evaluating the Financial Position of the Client, you will learn how to create a budget and savings plan for your client. Additionally, you will explore key financial ratios such as leverage, solvency, and liquidity ratios. In Lesson 4, Debt Management &amp; Loans, you will explore essential concepts of debt and loans while learning effective strategies for managing them. In Lesson 5, Introduction to the Indian Financial Market, you will learn about the structure of the financial market and the role of regulators in overseeing and governing it. In Lesson 6, Securities Market Segments, you will learn about the primary and secondary markets, various types of issues and issuing entities, and the impact of corporate actions. In Lesson 7, Introduction to Investments, you will explore different investment options and their characteristics. In Lesson 8, Equities, you will learn how to value stocks and select them using fundamental and technical analysis. In Lesson 9, Fixed Income Securities, you will explore the bond market and understand bond pricing and valuation. In Lesson 10, Derivatives, you will gain a comprehensive understanding of the Futures, Options, and Swap markets. In Lesson 11, Mutual Funds, you will learn about various types of mutual funds and how to choose the right one based on your risk appetite and investment horizon. Additionally, you will understand the differences between SIP, SWP, and STP. In Lesson 12, Portfolio Manager, you will explore the role and responsibilities of a portfolio manager and learn how their compensation is structured. In Lesson 13, Alternative Investment Funds, you will get a deep understanding of alternative investment funds. In Lesson 14, Modern Portfolio Theory, you will explore the principles of modern portfolio theory, learn how returns are calculated, and understand the process of constructing an optimal portfolio. In Lesson 15, Portfolio Construction, you will learn how to build a client’s portfolio by aligning it with their financial goals, time horizon, and risk-return expectations. In Lesson 16, Performance Measurement and Evaluation, you will learn how to assess a portfolio manager's performance using risk and return metrics. In Lesson 17, Operational Aspects of Investment Management, you will learn about the investment process and its key steps. In Lesson 18, Regulations, you will explore key acts and regulations designed to protect investors and ensure market integrity. In Lesson 19, Ethics, you will learn the importance of ethical practices and the fiduciary responsibilities of investment advisers in decision-making. In Lesson 20, Grievance Redress Mechanism, you will learn about the processes and frameworks in place for addressing investor complaints, dispute resolution mechanisms, and regulatory bodies ensuring investor protection. Course Highlights : - Key financial concepts - How to evaluate a client's financial position - Time value of money &amp; debt management - How to select stocks using fundamental &amp; technical analysis - Bond valuation &amp; types of yields - Different types of mutual funds - Role and responsibilities of a portfolio manager - How to construct a client's portfolio based on your goals &amp; risk appetite - Performance measurement &amp; evaluation Who is this course for : ​ - Aspiring investment professionals preparing for the NISM certification exam - Individuals seeking to become investment advisors or enhance their advisory skills. - Students and learners who want to build expertise in portfolio construction - Beginners who want to build a strong foundation in investing and financial planning.

NISM X-A: Investment Adviser (Level 1)

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