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About the Exam

Complete information about NISM-Series-XXI-B certification

NISM-Series-XXI-B: Portfolio Management Services

The NISM-Series-XXI-B: Portfolio Management Services (PMS) Distributors Certification Exam is conducted by NISM (National Institute of Securities Markets).

What You'll Learn
  • PMS Regulations: Complete understanding of SEBI guidelines and compliance requirements
  • Product Knowledge: Various PMS products, structures, and investment strategies
  • Operations: Day-to-day operations and portfolio management processes
  • Taxation: Tax implications and planning for PMS investments
  • Compliance: Regulatory compliance and risk management
  • Client Servicing: Building and maintaining client relationships
Quick Facts
  • Conducted by: NISM
  • Level: Professional
  • Focus: Portfolio Management
  • Industry: Wealth Management
  • Recognition: SEBI Approved

Why it is Important for Students

Building your foundation in wealth management

Strong Foundation

Builds strong understanding of wealth management and investment advisory principles

Industry Recognition

Adds industry-recognized certification that boosts credibility in finance careers

Early Exposure

Helps students gain early exposure to high-net-worth investment services

Career Benefits

Unlock opportunities in wealth management

Professional Qualification

Qualifies individuals to distribute PMS products as per SEBI regulations, ensuring compliance and professional credibility.

Career Opportunities

Opens opportunities in:

  • Wealth management firms
  • PMS providers
  • Banks and financial institutions
  • Financial advisory companies
Career Enhancement

Enhances profile for careers in:

  • Investment Advisory: Providing strategic investment guidance
  • Financial Planning: Comprehensive wealth planning services
  • Client Relationship: Managing high-value client portfolios
  • Portfolio Management: Active portfolio management roles
Pro Tip: This certification is highly valued by employers in the wealth management sector.

Key Highlights

Everything you need to know about the exam

Eligibility

No specific academic prerequisite - students with interest in finance can appear

Mode

Online exam at NISM authorized test centers

Format

100 Multiple Choice Questions (MCQs)

Duration

2 hours (120 minutes)

Passing Marks

60% (60 out of 100 questions)

Validity

Certificate valid for 3 years

Exam Structure
100 Questions
2 Hours
60% Pass Mark
3 Years Validity