- Publisher: Taxmann
- Edition: Ed Oct. 2023
- ISBN 13 9789357784900
- Approx. Pages 282 + contents
- Format Paperback
- Approx. Product Size 24 x 16 cms
- Delivery Time Normally 7-9 working days
- Shipping Charge Extra (see Shopping Cart)
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Description
This workbook has been developed to assist candidates in preparing for NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination. This examination seeks to create a common minimum knowledge benchmark for distributors of PMS and aims to enhance the quality distribution and related support services in the PMS. The book covers about basics of investments, securities markets, investing in stocks, fixed income securities, derivatives and mutual funds. This book also provides an understanding about the role of portfolio managers, operational aspects of portfolio management services, the portfolio management process, performance measurement and evaluation of portfolio managers. The taxation, regulatory, governance and ethical aspects of portfolio managers have also been discussed in this workbook
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Table of Contents
1. Investments
2. Introduction to Securities Markets
3. Investing in Stocks
4. Investing in Fixed Income Securities
5. Derivatives
6. Mutual Fund
7. Role of Portfolio Managers
8. Operational aspects of Portfolio Managers
9. Portfolio Management Process
10. Performance Measurement and Evaluation of Portfolio Managers
11. Taxation
12. Regulatory, Governance and Ethical aspects of Managers