Portfolio Management
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Portfolio management refers to the management of an individual's assets in the form of bonds, stock, cash, mutual funds, etc to make the maximum income within the specified timeframe. The PM( Portfolio Manager) is responsible for ensuring the correct balance of assets and investment strategy to meet the needs of the client.
Mentors from the field
Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking
Career prospects & criteria
Understand the prospects within the career & the education & other skills you need to make it.
Educational Qualifications
Bachelors in Finance/ BFIA/ B.Com (H)
Certification Course in Chartered Accountancy/ Cost Accountancy
Post Graduation Diploma in Finance/ MBA
Masters in Finance or Certification Program like CFA
What you need to get started
Requires in-depth knowledge of Finance and Accounts.
Soft Skills
Detail-oriented
Cerebral
Client-focused
Quantitative
Analytical ability
Communication
Decisiveness
Competitive spirit
Tenacity
Technical Skills
Active management
Effective diversification
Cost efficiency
Tax efficiency
Risk management
Customer service
Financial statements
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