Portfolio Management is the selection, prioritization and control of an organization's programs and projects in accordance with its strategic goals and results. The main goal is to find a balance between driving change initiatives and maintaining business as usual while optimizing the return on investment.
The general eligibility criteria to pursue Portfolio Management courses at certificate or undergraduate level is to pass 10+2 with at least 50% marks. Whereas, for admissions in Master’s courses in Portfolio Management, students need to hold a graduate degree in Banking or Finance or Management courses.
Students can pursue Portfolio Management courses at Certificate, Bachelor’s as well as Master’s level of study. Some top Portfolio Management courses include Investment of Portfolio Management, UG Programme in Portfolio Management, PG Programme in Portfolio Management and Investment Banking etc.
Some top educational websites like Udemy and Coursera offer online Portfolio Management courses, where the maximum number of courses are free of cost, while other courses can cost around INR 1,500 to INR 10,000. The course duration of these Online Portfolio Management courses range between an hour to 6 months.
Some top educational institutes that offer Portfolio Management Courses at certificate, UG and PG level are namely, IIM Indore, MICA Ahmedabad, Lovely Professional University Punjab, IIM Bangalore etc. The average fees of Portfolio Management courses in India can range around INR 1,600 to INR 40,00,000.
After becoming a qualified Portfolio Manager, candidates can get a job in top firms like HDFC Mutual Fund, JP Morgan, State Bank of India, etc. According to Glassdoor, the average salary offered to a Portfolio Manager is INR 10,38,456 per annum in India.
- What are Portfolio Management Courses?
- Why Pursue Portfolio Management Courses?
- Types of Portfolio Management Courses
3.1 Certificate
3.2 Undergraduate
3.3 Postgraduate
4.1 Udemy
4.2 Coursera
7.1 Top Recruiters
What are Portfolio Management Courses?
- Portfolio management is the control of an organisation's programmes and projects, selection and prioritisation.
- Portfolio management goal is to balance the implementation of change initiatives and the maintenance of business-as-usual. Managing an individual's investment is called portfolio management in layman’s language.
- Portfolio management is the asset management of various securities, including real estate, bonds and shareholdings in order to meet specified investment goals for the benefit of investors.Portfolio management involves building .
- Portfolio management requires buying stocks and other assets. Asset allocation is understanding the different types of assets do not move in concert, and some are more volatile than others. A mix of assets provides balance against risk.
- Portfolio management is the mix of assets. That means stocks, bonds, and certificates of deposit. They are referred to as alternative investments, such as real estate, commodities, and derivatives.Investors with a more aggressive profile their portfolios toward more volatile investments such as growth stocks it is a conservative profile.
- Portfolio management refers to managing the investment of an individual under the expert guidance of portfolio managers in the form of mutual funds, bonds, shares, cash, etc.
Check: MBA Finance
Who Should Pursue Portfolio Management Courses?
As courses in Portfolio Management are available at so many levels, and they have a varying duration, the eligibility criteria for any Portfolio Management courses will be different.
- The Portfolio Management course certification in India is helpful for candidates for every profession.
Tabulated below are the eligibility criteria of different types of Portfolio Management courses:
| Type of Course | Portfolio Management Courses Eligibility Criteria |
| Portfolio Management Certifications | Students must get 50% marks in class 12th from any stream. |
| Portfolio Management Courses Online | Students after class 10 or class 12 can pursue any Portfolio Management online courses, they should be aware of basic concepts. |
| Diploma in Portfolio Management | Candidates need to be a higher secondary or 10+2 pass out to be eligible to apply in this course. There is no restriction of the upper limit of age or qualification in this course. Candidates can join diploma courses after graduation or post-graduation in any discipline. |
| Undergraduate Portfolio Management Courses | Students with 50% marks in 10+2 from a recognized board can pursue bachelor’s level courses in Portfolio Management. |
| Postgraduate Portfolio Management Courses | For postgraduate level, candidates are required to be a graduate before applying to this course. This requires a basic knowledge in the stream of graduation. Candidates require minimum 50% marks in their undergraduate And undergraduate degree in the field of Finance, Commerce, Economics etc. |
Check: BCom Courses After 12th
Why Pursue Portfolio Management Courses?
Portfolio Management courses benefits are listed below:
- Improved project selection process
- Better view of the big picture
- Focus on objective business goals
- Collaboration over competition
- More efficient use of resources
- More accurate project performance data
- Increased timely project deliveries
- Decreased organizational risk
Check: BCom Finance
Types of Portfolio Management Courses
Students are offered several options to pursue Portfolio Management courses, starting from Certificate courses to Master Courses in Portfolio Management.
The eligibility criteria are a major factor in the process of choosing the Portfolio Management courses.
Certificate Portfolio Management Courses
There are many Certificate courses that one can choose to pursue in Portfolio Management. Some of the top Portfolio Management Certificate courses are tabulated below:
| Certificate Name & Provider | Course Fees | Duration |
|---|---|---|
| Investment Management- University of Geneva | INR 3,636 | 5 months |
| Investment of Portfolio Management- Rice University | INR 3,636 | 6 months |
| Portfolio and Risk Management- Universite De Geneve | INR 3,636 | 8 hours |
| Introduction to Portfolio Construction and Analysis with Python- EDHEC Business School | INR 2,894 | 24 hours |
| Investment Risk Management- Coursera | NA | 1 hour |
| Creating a Portfolio- Indian School of Business | INR 3,636 | 10 hours |
| International Portfolio Management- National Research Tomsk State University | INR 2,152 | 9 hours |
| Portfolio Diversification Using Correlation Matrix- Coursera | NA | 1 hour |
| Portfolio Selection and Risk Management- Rice University | INR 3,636 | 23 hours |
| Advanced Portfolio Construction and Analysis with Python- EDHEC Business School | INR 2,894 | 11 hours |
Check: Risk Management Courses
Undergraduate Courses in Portfolio Management
The list of Colleges offering Bachelor degree in Portfolio Management courses are mentioned below:
| Course Name | College Name | Duration |
|---|---|---|
| Undergraduate Programme in Portfolio Management | Indian Institute of Foreign Trade, New Delhi | 2 years |
| BLB Institute of Financial Markets (BIFM), Delhi | ||
| Kovai Kalaimagal College of Arts and Science, Coimbatore |
Postgraduate Courses in Portfolio Management
The list of colleges offering Masters in Portfolio Management courses are tabulated below:
| Course Name | College Name | Duration |
|---|---|---|
| Postgraduate Programme in Portfolio Management and Investment Banking | Lovely Professional University, Jalandhar | 1 year |
| Planman Centre for Higher Education, Delhi NCR | ||
| Anupama College of Management Studies and Science, Bangalore | ||
| St. Ann’s College for Women, Hyderabad |
Top Online Portfolio Management Courses
The online Portfolio Management courses will help candidates to learn basic skills of Portfolio Management which is important for being a successful Portfolio Manager, that will help a Candidate build the skills fast and boost For career.
- The table given below provides details which includes both free and paid Portfolio Management courses from top organizations.
- Most of the courses are free of cost or available as monthly and yearly subscription.
Portfolio Management Courses on Udemy
Some of the online courses in portfolio management offered by Udemy are given below-
| Course Name | Duration | Course Fees |
|---|---|---|
| Investment Analysis and Portfolio Management Core Finance | 7.5 hours | INR 5,120 |
| Portfolio Management and The Capital | 5 hours | INR 1,600 |
| Project Portfolio Management Essential and Advance | 2 hours | INR 3,200 |
| Strategic Project Management | 3.5 hours | INR 2,560 |
| Project Prioritisation Using a Strategic Framework | 1.5 hours | Free |
| Management of Portfolio Foundation Practise Exam | 6.2 hours | INR 1.920 |
Portfolio Management Courses on Coursera
Some of the online course in portfolio management given by Coursera is given below-
| Course Name | Duration | Course Fees |
|---|---|---|
| Investment Management | INR 3,636 | 5 months |
| Investment of Portfolio management | INR 3,636 | 6 months |
| Portfolio and Risk Management | INR 3,636 | 8 hours |
| Introduction to Portfolio Construction and Analysis with Python | INR 2,894 | 24 hours |
| Investment Risk Management | NA | 1 hour |
| Creating a Portfolio | INR 3,636 | 10 hours |
| International Portfolio Management | INR 2,152 | 9 hours |
| Portfolio Diversification Using Correlation Matrix | NA | 1 hour |
| Portfolio Selection and Risk Management | INR 3,636 | 23 hours |
| Advanced Portfolio Construction and Analysis with Python | INR 2,894 | 11 hours |
Check: Investment Courses in India
Portfolio Management Courses Syllabus
General syllabus of Portfolio Management courses is tabulated below:
| Subjects | Topics Covered |
| The investment process, milestones portfolio management | Planning Implementation Monitoring and rebalancing |
| Investment objectives and constraints of the different groups of investors | Private investors Pension funds Insurance companies Foundations and endowments Banks |
| Assessment of market expectations | The analytical process Limitations of economic data and analysis methods Psychological Traps Basic model group Economic analysis and market forecasts |
| Strategic asset allocation | The importance of asset allocation Asset and Liability Management (ALM) Financial Psychology Selection of asset classes Optimization |
| Portfolio management, fixed income | Bond Portfolio Management Strategies Active and passive portfolio management Sources of income from fixed-income instruments Investing in foreign bond markets |
| Managing a portfolio of stocks | Active and passive management of portfolio Equity Indices Tools passive investing Investment Styles Analysis of investment based on portfolio and income A market-neutral investment |
Top Portfolio Management Colleges In India
One can pursue portfolio management for any of their preference of degrees. Some of the top colleges located in India where candidate can choose to apply for degree in Portfolio management are tabulated below:
| College Name | Course Fees |
|---|---|
| IIM, Indore | INR 3,00,000 |
| MICA Ahmedabad | INR 21,00,000 |
| Lovely Professional University, Jalandhar | INR 7,60,000 |
| IIM, Kozhikode | INR 20,70,000 |
| IIM, Ahmedabad | INR 28,00,000 |
| Bharathiar University, Coimbatore | INR 26,600 |
| IIM, Bangalore | INR 95,625 |
| Faculty of Management Studies, Delhi | INR 96,000 |
| IIFT, New Delhi | INR 17,70,000 |
| ISB, Hyderabad | INR 39,63,000 |
Skills Required to be a Portfolio Manager
Some of the important skills required for pursuing Portfolio Management courses are tabulated below:
| Communication | Strong Emotional Control |
| Tenacity | Ability to Work Independently |
| Anticipation | Humility |
| Decisiveness | Innovative |
| Competitive Spirit | Competitive Spirit |
| Analytical Ability | Strong Emotional Control |
Scope of Portfolio Management Courses
- The business of Portfolio management has several facets, the employment of professional fund managers, research, dealing, settlement, marketing, internal auditing, and the preparation of reports for clients.
- The largest financial fund managers exhibit all the complexity their size and demands.
- Apart from the people who bring in the money and the people who direct investment, there are compliance staff, internal auditors of various kinds, financial controllers, computer experts, and "back office" employees.
Check: MBA Banking
Top Recruiters
Some of the top companies that recruit Portfolio Managers have been listed below:
- HDFC Mutual Fund
- Reliance Mutual Fund
- Franklin Templeton
- State Bank of India
- Goldman Sachs
- JP Morgan
Salary After Completing Portfolio Management Courses
- The highest salary offered to a Portfolio Manager is INR 31,71,000 per annum in India.
- The minimum salary offered to a Portfolio Manager is INR 13,75,000 per annum in India.
Company Wise Salary
| Company Name | Job Title | Average Annual Salary |
|---|---|---|
| Square Yards | Portfolio Manager |
INR 5,50,000 |
| Investors Clinic | INR 4,47,228 | |
| HDFC Bank | INR 8,05,000 |
Portfolio Management Courses: FAQs
Ques- What is a portfolio management course?
Ques-Can you learn Portfolio Management Courses online?
Ques: How long will the Portfolio Management Courses take?
Ques: What amount will a Portfolio Management Courses cost?
Ques:How do I start Portfolio Management Courses?
Ques-What is the scope for Portfolio Management Courses?
Ques- How do I get a job as a portfolio manager?
- An undergraduate degree in the field of Finance, Commerce, Economics etc.
- Look for courses such as BBA, BBM, BBS, BMS etc.
- Chartered Accountant (CA)
- Chartered Financial Analyst (CFA)
Ques-What skill should a portfolio manager have?
- Tenacity.
- Anticipation.
- Analytical Ability.
- Decisiveness.
- Competitive Spirit.
- Strong Emotional Control.
- Ability to Work Independently.
Ques-Which degree is best for portfolio management?
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