Portfolio Management &FinTech Entrepreneurship Program
India’s comprehensive program in Portfolio Management, Wealth Creation, Hybrid Analysis®, Algorithmic Trading & FinTech Entrepreneurship — all in one structured journey.
Our 3-Phase Learning Journey
Foundation & Market Mastery (Months 1–4)
Capital markets, equity derivatives, currency/commodity, technical analysis, and fundamental analysis.
Professional Portfolio Management (Months 5–7)
Advanced portfolio management, Hybrid Analysis®, algo trading, mutual funds, and wealth management.
FinTech Entrepreneurship & Internship (Months 8–10)
AI in finance, FinTech business development, live portfolio internship, and entrepreneurship mentoring.
What You Will Learn
Capital Markets
- Equity Markets
- Market Structure
- Trading Platforms
- Financial Instruments
Equity Derivatives
- NISM Series VIII
- Futures
- Options
- Greeks
- Derivative Strategies
Currency Derivatives
- Forex
- Currency Pairs
- Currency F&O
- Global Market Correlation
Commodity Derivatives
- MCX
- Gold
- Silver
- Crude Oil
- Agri Commodities
Fundamental Analysis
- Financial Statements
- Valuation
- Sector Analysis
- Investment Research
Technical Analysis
- Price Action
- Chart Patterns
- Volume
- Indicators
- Multi-Timeframe
Mutual Funds & Wealth Management
- MF Products
- SIP
- Asset Allocation
- Wealth Planning
Advanced Portfolio Management
- Portfolio Construction
- Risk Budgeting
- Attribution Analysis
- Rebalancing
Hybrid Analysis® Framework
- TA + FA + SMC + Options + AI + Algo Combined
Algorithmic Trading & Smart Disha Algo
- Algo Platform
- Strategy Design
- Backtesting
- Portfolio Automation
AI in Finance & FinTech
- AI Research
- FinTech Business Setup
- Digital Distribution
- Startup Building
Who Should Join?
Portfolio Managers — Those wanting to manage portfolios professionally with AI and algo tools.
FinTech Entrepreneurs — Those building technology-enabled financial businesses and startups.
Finance Professionals — Career changers wanting a comprehensive financial markets program.
Algo Traders — Traders wanting to combine portfolio management with algorithmic execution.
Certification & Career Support
Complete the program and receive industry-recognised certification along with Smart Disha’s career support and long-term professional association.
Build Your Portfolio Management & FinTech Career
Free counselling — zero pressure, zero obligation.
