Certificate Course in Category III AIFs and Portfolio Management Services

Be prepared to interact with HNIs, top investors, family offices and fund managers

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Course Overview

The program focuses on the development of PMS and Category III AIFs in India, different fund structures, investment strategies deployed and the regulatory/taxation norms applicable to such funds. Participants can compare the growth of the AIF Market in India, with leading global markets, to understand the hindrances and opportunities for Indian funds. Further, there are many other green pastures, yet to be explored in the Indian Alternative Investment space, such as:

  • Liquid Alternative Investment Strategies, including REITs and InvITs
  • Wine Funds
  • Arts and Paintings
  • Film Funds
  • Green Bonds
  • Stamps and Collectibles

The program will also provide hands-on knowledge on the accounting processes, due diligence, valuation and performance attribution methods for these funds and their applicable regulations in India.

Program Structure

The course will be conducted through interactive online sessions, covering the key concepts along with in-class assignments, discussions and presentations. Additional readings will be provided for covering the contemporary aspects on an ongoing basis.

Interactive Learning and In-class Participation:

For an interactive learning experience, participants will be provided the following:

  • Live Quizzes - Get real-time feedback and output from the faculty

  • Group Discussions - Join the assigned Break-out Rooms for live discussions on current case studies in the market

Curriculum

  • Introduction to Category III AIFs and PMS
  • Regulatory Landscape in India for Category III AIFs and PMS
  • Fund Structures and Fees
  • Equity-based Investment Strategies and Case Studies
  • Other Important Investment Strategies
  • Valuation and Performance Attribution - Category III AIF
  • Manager Selection and Due Diligence
  • Accounting and Investor Reporting Taxation
VIEW DETAILED CURRICULUM

Exam Certification

The participants will be required to appear for a Certification Test. The Certification Test can be attempted only once by the candidate. Upon successful completion of the Certification Test, all the participants shall be eligible to earn the Certificate of Participation.

Certification Test:

Duration: 1 hour

Pattern of Questions: 50 Multiple Choice Questions (MCQs), of 2 marks each. Up to 25% of the questions shall be asked in the form of a case study.

Passing Marks: 50 marks, out of total 100 Marks. There shall be No Negative Marking.

Career Prospects

After successful completion of this program, candidates would be suitable to explore professional opportunities in the following:

  • Fund Management
  • Family Offices
  • Compliance and Regulations
  • Tax Advisory or Legal Advisory
  • Valuation
  • Investment Advisory or Portfolio Management Services
  • Distributorship
  • Due Diligence
  • Fund Administration or Fund Accountings
  • Research and Analysis

Who is this Program For?

Candidates seeking this program would be professionals working in/as:

  • Wealth Management Firms
  • Family Offices Consultants
  • Institutions and HNI Investors
  • Distributors and Marketing Professionals
  • Research Analysts
  • Investment Advisors
  • Lawyers and Tax Advisors
  • Custodians
  • Investment Managers
  • Freshers
  • Finance Students
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