About Us

Passionate Educator & Corporate Trainer in Financial Markets with over 10000+ hours of Training experience with 950+ sessions in Investor Awareness Programs, Personal Finance & Mutual Funds, having rich experience in designing & delivery of assignments in Financial Domain. Total Experience over 25 years of experience, including 17 years in Financial Services.

Consultation

NiSM-CPE for
NiSM Series VA (Mutual Fund Distribution)
NiSM Series XXI-A (PMS Distrbution)

National Institute of Securities Markets (NiSM) | An Educational Initiative of SEBI
The National Institute of Securities Markets (NISM) established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. The institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets.

Exam Tutorial for
NiSM Series XXI-A (PMS Distributor) Certification

The NISM-Series XXI-A: Portfolio Management Services PMS Certification Examination is an important exam for all associated persons in the PMS industry. NISM has notified this exam vide NISM communiqué NISM/Certification/Series-XXI-A: PMS/2021/01 dated February 16, 2021.

Portfolio Management Services (PMS) Distributors certification examination

Exam Tutorial for
NiSM Series VA (Mutual Fund Distributor) Certification

The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:
Individual Mutual Fund Distributors
Employees of organizations engaged in sales and distribution of Mutual Funds
Employees of Asset Management Companies specially persons engaged in sales and distribution of Mutual Funds

The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.

Investor Awareness Program

This project is conceived to educate the prospective rural investor so that he or she understands the benefit of saving, investment and capital formation or accumulation.

Offers Corporate Trainings in Financial

Executive Development Programs
Financial Mathematics
Personal Finance
Financial Awareness
Retirement Planning
Tax Planning
Estate Planning

Slide Background

NiSM-CPE for NiSM Series VA (Mutual Fund Distribution) NiSM Series XXI-A (PMS Distrbution)

Slide Background

Exam Tutorial for NiSM Series XXI-A (PMS Distributor) Certification

The NISM-Series XXI-A: Portfolio Management Services PMS Certification Examination is an important exam for all associated persons in the PMS industry. NISM has notified this exam vide NISM communiqué NISM/Certification/Series-XXI-A: PMS/2021/01 dated February 16, 2021. Portfolio Management Services (PMS) Distributors certification examination

Slide Background

Exam Tutorial for NiSM Series VA (Mutual Fund Distributor) Certification

The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:
Individual Mutual Fund Distributors Employees of organizations engaged in sales and distribution of Mutual Funds
Employees of Asset Management Companies specially persons engaged in sales and distribution of Mutual Funds
The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.

Build & Design

Investor Awareness Program

This project is conceived to educate the prospective rural investor so that he or she understands the benefit of saving, investment and capital formation or accumulation.

Build & Design

Offers Corporate Trainings in Financial

Executive Development Programs
Financial Mathematics
Personal Finance
Financial Awareness
Retirement Planning
Tax Planning
Estate Planning

ABOUT Us

Passionate Educator & Corporate Trainer

Passionate Educator & Corporate Trainer in Financial Markets with over 10000+ hours of Training experience with 1000+ sessions in NiSM-CPE, IAP's, Personal Finance & Mutual Funds
Having rich experience in designing & delivery of assignments in Financial Domain. Total Experience over 25 years of experience, including 19 years in Financial Services.
Apart from holding CFP certification, holds Degrees as S/W Engineer, Graduate in Psychology, IRDA Direct Broker Certified (National Insurance Academy) and Licentiate member (LIII) of Insurance Institute of India.
Holds NiSM certifications in Mutual Funds, Investment Advisor & Portfolio Management Distributor Certification as well.