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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 

Looking for a mentor to guide you. 

Mentors from this field might be waitlisted. Put in a request and we'll have to you with the perfect person to guide you.

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JOSIE LANE

Current position

Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.

mentors

Career prospects & criteria 

Understand the prospects within the career & the education & other skills you need to make it. 

courses

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

resources

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