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Digi Gurukul – Student & Wealth Industry Integration

Level 2

Objective of the program:–

As part of empowering Skill and learning in the field of Financial Service,  this program facilitates entry of a student and professional into Wealth Management Business. It deals in both about distribution  of financial product  and consultancy  in financial investment.   All  segment  of finance industry like Bank/ AMC/Insurance/Portfolio Management Services/ Alternate Investment and Security houses deals with this professional skill set.

Student equipped with these set of Skills are in constant demand from financial industry. The opportunity to excel as an entrepreneur is also high given the lack of skill set and rising demand of quality consultant in the financial sector.

Program Details :—-

NISM (VA):  Mutual fund distribution Within the Financial sector,  the Mutual Fund  is  the fastest emerging Financial  Institution.  Not only has it offered great opportunity of wealth creation but also employment opportunity both as independent advisor to the Wealth creation process and as an employee of this emerging Business.

The curriculum includes detailed study as per NISM VA index covering all aspect of Mutual fund from Definition / classification / investment / acco – unting/ valuation/portfolio creation and technical parameter like risk return of Mutual fund Scheme.

Amidst a hope of a better tomorrow, we have decided to  offer  a  Class  room  preparatory program of this NISM  certification called NISM VA – MF distributor. We will provide 30 hrs of class room connect, study material,  reference  Book,  Mock test/ MCQ practice set and experienced Industry faculty.

NISM ( XA) :  Investment Advisory Module Financial consultancy market is gradually improving from selling a product to Portfolio selling concept. Until a lesser practiced skill of Building and analyzing Portfolio is emerging as Game changer. Those who have acquired skill of Distribution busin – ess now needs to upgrade to Advisory Business.

We introduce NISM – 10 A for an accomplished learning of this Skill. It covers curriculum on Insurance Planning / Tax Planning / Retirement Planni -ng/Investment Planning and estate Planning. We are offering you  a  50  hrs class  room connect, study  material,  reference Book, Mock test, MCQ bank and experienced Industry faculty under this module preparation.

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