Description
Course Name: Diploma in Investment & Portfolio Strategy
Course Id: DIPS/Q1001.
Eligibility: Completion of 10+2 (higher Secondary) or equivalent.
Objective:
- To equip students with the ability to build, manage, and monitor investment portfolios to achieve specific financial goals while managing risk.
- To develop knowledge in analyzing different asset classes, understanding financial markets, and making informed investment decisions.
- To provide an understanding of the tools and techniques used in portfolio management, including risk assessment, asset allocation, and performance evaluation.
- To prepare students for careers in portfolio management, asset management, and financial advisory roles.
Duration: 370 Hrs (Equivalent to One Year).
How You will Get Diploma Certificate:
Step 1- Select your Course for Certification.
Step 2- Click on Enroll Now.
Step 3- Proceed to Enroll Now.
Step 4- Fill Your Billing Details and Proceed to Pay.
Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.
Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.
Step 6- After Payment You will get Study Material Login id and Password on your email id.
Step 7- After Completion of Course Study give Online Examination.
Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).
Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.
Online Examination Detail:
- Duration- 120 minutes.
- No. of Questions- 60. (Multiple Choice Questions).
- 10 Questions from each module, each carry 10 marks.
- Maximum Marks- 600, Passing Marks- 40%.
- There is no negative marking in this module.
| How Students will be Graded: | ||
| S.No. | Marks | Grade |
| 1 | 91-100 | O (Outstanding) |
| 2 | 81-90 | A+ (Excellent) |
| 3 | 71-80 | A (Very Good) |
| 4 | 61-70 | B (Good) |
| 5 | 51-60 | C (Average) |
| 6 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Syllabus
Introduction to Portfolio Management: Introduction, objective of portfolio management, key elements of portfolio management, types of portfolio management, investment objectives and constraints, understanding investor behavior, types of private investors for small business, insurance company, types of insurance.
Ethics in Portfolio Management: Introduction to portfolio management, global fund management industry, value investing, SEBI regulations, nature of expenses and fees, SEBI regulation.
Financial Markets and Instruments: Introduction, activities in portfolio management, phases of portfolio management, risk analysis, risk & return, portfolio analysis.
Investment Fundamentals: Investment, investment alternatives, securities market, stock exchange, industry analysis, company analysis, technical analysis, portfolio analysis, portfolio models.
Portfolio Construction and Management: The process of portfolio management, valuation, risk, return and uncertainty, investment policy, the capital market and market efficiency.
Security Analysis and Portfolio: Introduction to capital market, risk and return, fundamental analysis, equity valuation models, technical analysis, portfolio management, portfolio management, portfolio performance evaluation.
Job Opportunities after completion of Diploma in Investment & Portfolio Strategy course:
The Diploma in Investment & Portfolio Strategy program equips graduates with the skills and knowledge necessary to manage investment portfolios for individuals and institutions, understanding various asset classes, risk management strategies, and investment strategies. This program is highly beneficial for individuals interested in the finance and investment sectors, as it focuses on optimizing investment returns while managing risks.
Career Options After Completion of the Diploma in Investment & Portfolio Strategy
- Portfolio Manager
- Role: Portfolio Managers are responsible for managing investment portfolios by selecting the right assets to maximize returns while minimizing risks. They may work for asset management firms, hedge funds, or financial advisory companies. They analyze market trends, create investment strategies, and monitor the portfolio performance.
- Salary Range:
- Entry-Level: ₹6,00,000 – ₹8,00,000 per annum
- Mid-Level: ₹8,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹30,00,000+ per annum
- Investment Analyst
- Role: Investment Analysts conduct research and analysis to guide investment decisions for portfolio managers or individual clients. They analyze financial statements, economic trends, and market conditions to identify potential investment opportunities.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹10,00,000 per annum
- Senior-Level: ₹10,00,000 – ₹15,00,000+ per annum
- Risk Manager
- Role: Risk Managers assess the potential risks associated with different investments and portfolios. They create risk management strategies and use various tools to predict and mitigate risks in the investment portfolio.
- Salary Range:
- Entry-Level: ₹5,00,000 – ₹7,00,000 per annum
- Mid-Level: ₹7,00,000 – ₹12,00,000 per annum
- Senior-Level: ₹12,00,000 – ₹20,00,000+ per annum
- Financial Consultant
- Role: Financial Consultants provide advice to clients on portfolio management, investment strategies, and wealth management. They help clients understand their financial goals, assess their current portfolio, and recommend investments.
- Salary Range:
- Entry-Level: ₹4,50,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
- Investment Banker
- Role: Investment Bankers facilitate the buying and selling of securities, mergers, and acquisitions, and help corporations and governments raise capital. A Portfolio Management background can help in offering sophisticated investment strategies to clients.
- Salary Range:
- Entry-Level: ₹6,00,000 – ₹10,00,000 per annum
- Mid-Level: ₹10,00,000 – ₹20,00,000 per annum
- Senior-Level: ₹20,00,000 – ₹50,00,000+ per annum (including bonuses and incentives)
- Equity Analyst
- Role: Equity Analysts specialize in analyzing stocks and equity investments. They research market trends, company performance, and industry data to recommend buy, hold, or sell recommendations for portfolio managers or clients.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
- Private Wealth Manager
- Role: Private Wealth Managers work with high-net-worth individuals (HNWIs) to manage their investments, assets, and portfolio. They provide personalized financial planning, tax optimization, and estate planning services.
- Salary Range:
- Entry-Level: ₹7,00,000 – ₹10,00,000 per annum
- Mid-Level: ₹10,00,000 – ₹18,00,000 per annum
- Senior-Level: ₹18,00,000 – ₹40,00,000+ per annum (including commissions and bonuses)
- Hedge Fund Manager
- Role: Hedge Fund Managers use a variety of strategies to invest pooled funds from accredited investors. They aim for high returns and are involved in managing high-risk, high-reward portfolios, often involving complex financial instruments like options and derivatives.
- Salary Range:
- Entry-Level: ₹8,00,000 – ₹12,00,000 per annum
- Mid-Level: ₹12,00,000 – ₹25,00,000 per annum
- Senior-Level: ₹25,00,000 – ₹50,00,000+ per annum (including performance bonuses)
- Mutual Fund Manager
- Role: Mutual Fund Managers are responsible for managing mutual funds, pooling resources from different investors to invest in a diversified portfolio of stocks, bonds, and other assets. They aim to maximize returns for the investors while maintaining an acceptable level of risk.
- Salary Range:
- Entry-Level: ₹5,00,000 – ₹8,00,000 per annum
- Mid-Level: ₹8,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹25,00,000+ per annum
- Financial Risk Analyst
- Role: Financial Risk Analysts assess and manage risks related to investment portfolios. They analyze potential losses, market fluctuations, and other external factors that may affect an investment’s performance.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
Key Skills Acquired in the Program
- Investment Strategies: Knowledge of different asset classes, portfolio diversification, and investment strategies (equity, fixed income, mutual funds, etc.).
- Risk Management: Techniques to minimize investment risks while maximizing returns.
- Financial Analysis: Ability to analyze market trends, company performance, and economic data to guide investment decisions.
- Asset Allocation: Understanding how to allocate assets across different sectors, markets, and asset classes to balance risk and reward.
- Performance Evaluation: Tools and techniques for assessing portfolio performance and making adjustments as needed.
- Regulatory Knowledge: Understanding of the legal and regulatory environment governing investment practices.
Salary Overview in India
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹50,00,000+ per annum (including performance-based bonuses)
Conclusion
The Diploma in Investment & Portfolio Strategy offers a wide range of career opportunities in the finance and investment sectors. Graduates can work in various roles such as portfolio managers, investment analysts, risk managers, and wealth managers, with significant salary potential depending on the role, experience, and the organization. As businesses and individuals continue to focus on optimizing their investment strategies, the demand for skilled professionals in portfolio management will remain high. This program provides an excellent foundation for those interested in a successful career in finance and investments.
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