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Portfolio Management Certification Program โ€” Smart Disha Academy
๐Ÿ’ผ Smart Disha Academy ยท NISM Certified

ProfessionalPortfolio Management Certification Program

PMCP ยท 2 Months

Master Portfolio Management, Asset Allocation, Investment Strategy, and Wealth Creation with practical NISM certification preparation and live portfolio management training.

โœ” Portfolio Management
โœ” Asset Allocation
โœ” Investment Strategy
โœ” NISM Certification Prep
โœ” Hybrid Analysisยฎ
โœ” Live Portfolio Review
4
Modules
3
Phases
Course Fee
โ‚น25,000
+ GST ยท Contact for current fee
๐Ÿ“ž Enroll Now
Learning Methodology

Our 3-Phase Journey

Phase 1

Investment Foundation

Financial markets, investment products, global opportunities, portfolio basics, and risk profiling.

Phase 2

Portfolio Construction & Management

Portfolio construction, diversification, rebalancing, performance evaluation, and risk management.

Phase 3

Live Portfolio & Certification Prep

Live portfolio construction, performance monitoring, rebalancing, and NISM mock examinations.

Curriculum

What You Will Learn

Module 1

Financial Markets & Investment Products

  • Equity
  • Debt
  • Mutual Funds
  • ETFs
  • Global Investment Opportunities
  • Asset Classes
Module 2

Portfolio Management Fundamentals

  • Portfolio Theory
  • Risk-Return Framework
  • Diversification
  • Efficient Frontier
  • Beta
  • Alpha
Module 3

Portfolio Construction

  • Asset Allocation
  • Stock Selection
  • Sector Allocation
  • Weighting Methods
  • Model Portfolio
Module 4

Risk Management & Performance Evaluation

  • Risk Metrics
  • Sharpe Ratio
  • Drawdown
  • Attribution Analysis
  • Benchmark Comparison
Eligibility

Who Should Join?

Investors & Traders โ€” Those wanting to manage their own portfolio professionally.
Finance Professionals โ€” Wealth managers seeking portfolio management expertise.
Entrepreneurs โ€” Those building portfolio advisory or wealth management businesses.
ADFMM Graduates โ€” Seeking portfolio management specialisation.
Your Mentor

Learn from India’s Leading
Financial Market Expert

With 15+ years of experience, 17,000+ students trained, and a proven track record of building successful traders and investors โ€” Dr. Subhransu Sekhar Jena brings unmatched expertise to every session.

SEBI Registered Research Analyst โ€” Licensed by SEBI to provide research and investment guidance.

NIFM Certified โ€” Programs certified by NIFM (Autonomous), Ministry of Finance.

Live Market Training โ€” Daily live sessions from 9 AM with real market analysis.

Dr. Subhransu Sekhar Jena
SEBI
SEBI Registered Research Analyst
Dr. Subhransu Sekhar Jena
17,000+
Students Trained
15+
Years Experience
5.0★
Rating

Certification & Career Support

Complete the program and receive industry-recognised certification along with Smart Disha’s career support and long-term professional association.

NISM Portfolio Mgmt CertifiedSmart Disha CertifiedLive Portfolio AccessHybrid Analysisยฎ Framework
2
Months Duration
4
Modules
NISM
Certification Prep
Live
Portfolio Training

Master Professional Portfolio Management

Free counselling โ€” zero pressure, zero obligation.