This course provides a different perspective to fund management activity
It provides the participants with an additional tool to sharpen fund management capabilities
This course helps to improve optimisation of risk
This course helps to understand Risk Management for improvised Fund Management
Target audience
MFs, Advisors., Life Insurance, portfolio management services ( PMS ) :Portfolio Managers (PMs) and Relationship managers (RMs)
Brokers having Research Houses and Research Analysts
Wealth Managers / Pvt Banking / MF Distributors,
Investment Companies / Holding Companies being NBFCs having equity book or fixed income book
Banks treasury having prop book.
Course Structure
Day 1 : 3 hours
Session1 :
Introduction of MFs, PMS,ULIPs, Advisers - Fiduciary capacity
Return and Risk structures
Day 2 : 3 hours
Understanding of Derivatives,Credit Risk and Liquidity Risk
Trainer Profile
He is a CA , CS, Cost Accountant, FRM with two decades experience in market and portfolio risk management in mutual funds, debt market, equity markets, derivatives, forex market, private equity, insurance and commodity exchange. His prior experiences include working with I-Sec, Franklin Templeton, Birla Sunlife, ICICI Venture, BNP Paribas Mutual Fund. He has held position as Chief Regulatory Officer at NCDEX, where he was Heading Risk Management, trading surveillance and compliance.
He has been doing trainings in various areas relating to various markets, derivatives, wealth management, mutual funds, insurance, ethics and governance, credit and market risk, KYC AML, insider trading prevention, ERM, fraud prevention, data privacy including GDPR and Indian PDP, training of nominee / independent directors etc. He is also associated with Institutes like NISM where he updates academic contents on various topics related to securities markets and derivatives.
