NiSM-XXI-A (PMS Distributor Exam Training)

NiSM--XXI-A (Portfolio Management Services) Distributor examination seeks to create a common minimum knowledge benchmark for distributors of PMS. The certification aims to enhance the quality distribution and related support services in the PMS.

Examination Objectives

On successful completion of the Portfolio Management Services (PMS) Distributors certification examination, the candidate should:

• Know the basics of investments, securities markets, investing in stocks, understanding fixed income securities, derivatives and mutual funds.
• Understand the role of portfolio managers, operational aspects of portfolio management services and about the portfolio management process, performance measurement and evaluation of portfolio managers.
• Get oriented to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers and PMS distributors.