NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Workbook

Official curriculum for PMS distributors covering portfolio mandates, high-net-worth client onboarding, performance benchmarking (TWRR vs IRR), and regulatory disclosures.

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What’s Covered in This Official Workbook

Discretionary vs Non-Discretionary PMS

SEBI PMS Regulations & minimum investment threshold

Performance reporting & audited fee disclosures

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This study material is provided free of cost for student benefit and exam preparation. Official registered certifications can be scheduled directly at nism.ac.in.