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- Online / Self-Paced Courses
- Portfolio Investment Strategies And Wealth Advisory
- Portfolio Investment Strategies And Wealth Advisory
Portfolio Investment Strategies And Wealth Advisory
-
Getting Started
- About NSE Academy
- Get started for NCFM
- NSE Academy Certification Modules
- NCFM PRO Modules
- Foundation Modules
-
Intermediate Modules
- Overview
- Capital Market (Dealers) Module (CMDM)
- Derivatives Market (Dealers) Module (DMDM)
- Investment Analysis and Portfolio Management
- Fundamental Analysis Module
- Options Trading Strategies Module
- Operations Risk Management Module
- Treasury Management Module
- Insurance Module
- Macroeconomics for Financial Markets Module
- Technical Analysis Module
- Mergers and Acquisitions Module
- Back Office Operations Module
- Banking Sector Module
- Wealth Management Module
- Project Finance Module
- Venture Capital and Private Equity Module
- Advanced Modules
- How to take a Test
- Updates & Announcements
- Partner with Us
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Certifications/Programs
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Online Interactive Courses
- Overview
- Professional Certificate in Algo Trading using Python
- Professional Certificate in Advanced Derivatives
- Professional Certificate in Financial Markets (PCFM)
- Technical Analysis
- Advance Technical Analysis Program Level-2
- Concept Of Trading Strategies in Capital Market
- Fundamental Analysis
- Certification in Financial Modeling and Valuation
- Equity Research And Valuation
- Application of Python in trading & investing
- Concepts & Application of Algorithmic Trading
- Data Analytics in Capital Market
- Investment Analysis and portfolio Management
- Concepts of Options Trading Strategy
- Advanced Strategies: Japanese Candlestick Charting Techniques
- Corporate Finance
- Elliot wave and Fibonacci Retracement
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Online / Self-Paced Courses
- Overview
- Portfolio Investment Strategies And Wealth Advisory
- Financial Analytics
- CORPORATE FINANCE, BOND MARKETS, BANKING, INVESTMENT & WEALTH MANAGEMENT
- Technical Analysis and Chart Patterns for Capital Markets
- Global Markets, Investments ,Instruments And Portfolio Management
- Financial Technology & Data Analytics
- Financial Products Marketing & Customer Experience
- Financial Planning, Banking & Investment Management
- Foundation of Capital Market Investing
- Finance for Non-Finance Managers
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Class Room Courses
- Overview
- Technical & Fundamental Analysis in Capital Market (Mumbai)
- Technical & Fundamental Analysis in Capital Market (Delhi)
- Financial Modelling and Equity Valuation
- Machine Learning for Algorithmic Trading in Python
- Trading & Investing in Capital Market (Stock Market) - Mumbai
- Trading & Investing In Capital Market (Stock Market) - Delhi
- Technical Indicators & Concepts of Derivatives (Options)- Offline Mumbai
- Technical Indicators & Concepts of Derivatives (Options)- Offline Ahmedabad
- Advanced Level Program on Concepts of Derivatives (Future / Options / Swaps / Hedging) - Offline Mumbai
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Enterprise Training
- Overview
- LEAP - Workshop for First Time Managers
- 5 Star Customer Experience: Winning Strategies
- Unmask the Magic of Finance for Non-Finance Professionals
- AI Fusion: Transforming Finance and Sales with GenAI
- EDGE-BFSI : Enabling Digital Growth Experience for BFSI Professionals
- CyberFusion 2024: Revolutionizing BFSI Security Paradigms
- Compliance Chronicles: Regulatory Insights & Best Practices
- Navigating the Future: Strategic Leadership in BFSI
- Beyond the Glass Ceiling: Strategic Transformation Program for High Potential Women Bankers
- Personal Tax Planning - "Aaykar ko Apna Banaakar"
- PG Full Time Programs
- PG Weekend/Executive Batches
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Partner Programs
- Overview
- Options Trading Strategies In Python: Intermediate
- Options Trading Strategies In Python: Advanced
- Executive Programme In Algorithmic Trading - EPAT
- Forex and Commodities - Training Program
- Technical Analysis Masterclass
- Future and Option Trading Strategies
- Finance 101
- Currency Market Trading Strategies
- Index Trading Strategies Course
- Advance Technical Analysis
- Advance Future and Options
- Fundamental Analysis and Technical Analysis
- Advance Equity Research And Valuation Course
- Concept and Application of Trading Strategies
- Equity Research And Valuation Course
- Financial Modelling and Valuation
- E-NCCMP
- Basics Future and Options Training
- Technical Analysis (Weekdays Batch)
- Technical Analysis (Weekend Batch)
- Equity Research and Valuation Online / Self-Paced
- Futures and Options Trading Strategies Online / Self-Paced
- Technical Analysis-Weeked Online / Self-Paced
- Financial Modelling and Valuation Online / Self-Paced
- Advanced Technical Analysis Online / Self-Paced
- Advance Futures and Options Online / Self-Paced
- Advanced Equity Research and Valuation Online / Self-Paced
- Technical Analysis Masterclass Online / Self-Paced
- Investment Analysis and Portfolio Management Self-Paced
- Futures and Options Trading Strategies in Hindi Self-Paced
- Technical Analysis in Hindi Self-Paced
- Financial Statement Analysis Self-Paced
- Team Trading – Derivatives Trading Mastery Program
- Futures & Options Simplified Program
- Derpo – Derivatives Portfolio Program
- Greeks Mastery Program
- Visual Trading - Technical Analysis Program
- Stock Market Foundation Program
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International Certificate Program
- Overview
- Themed Track on ESG (Environmental, Social & Governance)
- Treasury Operations Macquarie University
- Commodity Risk Management & Applications Macquarie University
- Financial Modelling & Valuation
- International Financial Reporting Standards (IFRS)
- Goods and Services Tax (GST)
- MS Excel Essentials
- Business Intelligence using Power BI and Tableau
- Data Analytics using R
- Microsoft 365 Excel
- Data Analytics using Python
- Cyber Security Fundamentals
- Blockchain Technologies
- Finance for Non-Finance Professionals
- Financial Modelling & Valuation THEMED TRACK
- Data Analysis & Visualization THEMED TRACK
- Python for Data Analytics & Reporting THEMED TRACK
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Online Interactive Courses
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Student Requirement
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For Under graduates
- Overview
- B Com in Financial Analytics_Christ Deemed to be University
- B. Com offered by Birla Institute of Technology, Mesra, Ranchi in collaboration with NSE Academy
- BBA in Capital Market Joint Programme by NSE Academy and TransStadia University
- BBA in FM by NSE Academy & GITAM, Telangana
- BBA in FM by NSE Academy & GITAM, Visakhapatnam
- BBA in FM by NSE Academy & GITAM, Bangaluru
- BBA in FM by NSE Academy & St Joseph's College
- B.Com (Hons) Capital Markets
- Fintech Analytics Professional (FAP) Program
- For Dealers
- For Post Graduates
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For Working Professionals
- Overview
- Anna University - Online PG Certification Programme in Financial Analytics
- IIM Kashipur Executive Program in Business Finance
- Exec KPMG Digital Courses
- TATA AIA
- Exec FMI Global Financial Modeling Program
- IIM Sirmaur (PGDM) - Post Graduate Diploma in Management (Data Science and AI)
- IIM Sirmaur (PGDM) - Post Graduate Diploma in Management (Tech.)
- IIM Kashipur - Executive Program in Fintech & Applied Financial Analytics
- Executive Program in Financial Analytics - XLRI
- IIM Raipur-Executive Development Program Investment Research Analysis
- Bootcamp on ESG Environmental , Social and Governance
- IMT Hyderabad-PG Certificate Program in Financial Technologies
- IIM Jammu Executive Program in Financial Analytics
- DeakinCo.'s - Business Intelligence with Data & AI
- Grant Thornton -Data Analytics & Business Intelligence Program
- Grant Thornton- Forensic Accounting and Fraud Investigation
- New York Institute of Finance- Micro Certificate
- DeakinCo.'s - Think Like A CEO Bootcamp
- RIMS-Applying and Intergrating ERM Theory Bootcamp
- Leveraging Data AI and Analytics for Continuous Risk Management Bootcamp
- Global Risk Management Professional Program
- New York Institute of Finance (NYIF) Certified-Global Investment Strategy Essentials (GISE)
- NSE Academy-Certificate Program in Finance for Non-Finance Professionals
- Certificate Program in Financial Modelling using Excel, R & Python
- Certificate Program in Machine Learning for Quantitative Finance
- PG Certificate Program in Financial Technologies Cohort-3
- NSE Academy Limited & IIM Jammu Executive Program in Financial Analytics
- MBA - FinTech The Future of Finance
- NSE Academy Limited & IIM Sambalpur MBA for Working Professionals at Delhi Campus
- NSE Academy Limited & IIM Sambalpur MBA for FinTech Management
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For Under graduates
| Total Duration | Certification | Course type |
|---|---|---|
| 140+ Hours | Lifetime | Self Paced |
For more information, please contact:
Counsellor : +91 9137662466 / +91 9028420522
Email : gen_pdp@nse.co.in
• The Portfolio Investment Strategies & Wealth Advisory Themed Track is a comprehensive, self-paced learning program designed for professionals aspiring to build or advance careers in investment management and wealth advisory.
• Developed by NSE Academy in collaboration with New York Institute of Finance (NYIF) and Deloitte, the program blends global best practices with India-relevant market insights.
• Covers end-to-end investment concepts including equity, fixed income, mutual funds, ETFs, derivatives, hedge funds, risk management, and behavioral finance.
• Focuses not only on technical expertise but also on client advisory, compliance, KYC, and front-office operations.
• Ideal for both beginners and experienced professionals seeking internationally recognized credentials.
• Overview of global and Indian financial markets and instruments
• Mutual Funds (Beginner & Advanced) – products, valuation, regulations, and portfolio construction
• Exchange Traded Funds (ETFs) – structure, types, benefits, and risks
• Derivatives – forwards, futures, options, swaps, and structured products
• Hedge Fund investment strategies and industry practices
• Fundamental & Technical Analysis – company, market, and valuation techniques
• Fixed Income Portfolio Strategies – bonds, duration, yield curves, and immunization
• Equity Portfolio Strategies – portfolio construction, valuation, hedging, and growth/value strategies
• Wealth Management & Financial Planning – asset allocation, tax planning, and risk-return optimization
• Behavioural Finance – investor psychology and bias mitigation
• Risk Management & Investment Front Office Operations
• Know Your Customer (KYC) and regulatory compliance
• Customer Acquisition, Relationship Management & Branch Operations
• Financial Market and Services
• Derivatives
• Mutual Funds – Beginners Module
• Mutual Funds – Advanced Module
• Hedge Funds
• The Basics of Exchange Traded Funds (ETFs)
• Know Your Customer (KYC)
• Analysis of Investment
• Fixed Income Portfolio Investment Strategies
• Equity Portfolio Investment Strategies
• Wealth Management
• Behavioural Finance
• Investment Management: Investment Front Office and Risk Management
• Customer Acquisition – Branch Operations & Client Services
• New and aspiring Portfolio Managers
• Wealth Advisors and Relationship Managers seeking upskilling
• Investment Analysts and Equity Researchers
• Finance, economics, and management graduates
• Professionals from BFSI, NBFCs, asset management, and capital markets
• No mandatory prior certification required; basic finance knowledge is beneficial
• Earn 14 internationally recognized course certificates
• Learn at your own pace with 24/7 digital access
• Gain practical, implementation-ready skills — not just theory
• Develop expertise in multi-asset portfolio construction
• Improve client advisory confidence and decision-making skills
• Exposure to global investment frameworks and institutional practices
• Strong foundation for roles in portfolio management, wealth advisory, and investment strategy
Updated on: 06/02/2026
