Description
Course Name: Diploma in Investment & Portfolio Strategy
Course Id: DIPS/Q1001.
Eligibility: Completion of 10+2 (higher Secondary) or equivalent.
Objective:
- To equip students with the ability to build, manage, and monitor investment portfolios to achieve specific financial goals while managing risk.
- To develop knowledge in analyzing different asset classes, understanding financial markets, and making informed investment decisions.
- To provide an understanding of the tools and techniques used in portfolio management, including risk assessment, asset allocation, and performance evaluation.
- To prepare students for careers in portfolio management, asset management, and financial advisory roles.
Duration: Six Months.
How to Enroll and Get Certified in Your Chosen Course:
Step 1: Choose the course you wish to get certified in.
Step 2: Click on the “Enroll Now” button.
Step 3: Proceed with the enrollment process.
Step 4: Enter your billing details and continue to course fee payment.
Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.
Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.
Step 7: Once you complete the course, take the online examination.
Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.
Step 9: After certification, you will be offered job opportunities aligned with your area of interest.
Online Examination Detail:
- Duration- 120 minutes.
- No. of Questions- 60. (Multiple Choice Questions).
- 10 Questions from each module, each carry 10 marks.
- Maximum Marks- 600, Passing Marks- 40%.
- There is no negative marking in this module.
| How Students will be Graded: | ||
| S.No. | Marks | Grade |
| 1 | 91-100 | O (Outstanding) |
| 2 | 81-90 | A+ (Excellent) |
| 3 | 71-80 | A (Very Good) |
| 4 | 61-70 | B (Good) |
| 5 | 51-60 | C (Average) |
| 6 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:
Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.
Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.
Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.
Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.
Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.
Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.
Syllabus:-
Introduction to Investment Management: Definition and objectives of investment, Types of investors and investment avenues, Risk and return fundamentals, Time value of money and compounding, Financial markets and instruments, Primary vs secondary markets, Role of SEBI and stock exchanges, Mutual funds and ETFs overview, Behavioral finance basics, Ethical investing and ESG factors.
Financial Instruments and Markets: Equity shares and stock valuation, Bonds and fixed income securities, Derivatives – futures and options, Mutual funds – types and structure, Real estate and alternative investments, Commodities and currency markets, Money market instruments, Credit ratings and investment grade, Interest rates and yield curves, Role of financial intermediaries.
Portfolio Management Principles: Portfolio theory and diversification, Risk-return trade-off and efficient frontier, Capital Asset Pricing Model (CAPM), Arbitrage Pricing Theory (APT), Beta, alpha and portfolio performance metrics, Strategic vs tactical asset allocation, Core-satellite investment strategy, Rebalancing and portfolio optimization, Passive vs active management, Portfolio construction process.
Security Analysis and Valuation: Fundamental analysis of companies, Economic and industry analysis, Ratio analysis and financial statement reading, Technical analysis tools and charts, Candlestick patterns and trendlines, Indicators (RSI, MACD, moving averages), Intrinsic value vs market price, Valuation models (DCF, dividend discount), Company analysis and forecasting, Analyst recommendations and ratings.
Investment Risk Management: Types of investment risk (market, credit, liquidity, inflation), Risk measurement tools (VaR, standard deviation), Portfolio risk management techniques, Use of derivatives for hedging, Asset correlation and risk diversification, Stress testing and scenario analysis, Behavioral risk and investor psychology, Regulatory risk and compliance, Stop-loss and exit strategies, Insurance and hedging in investment planning.
Practical Applications and Strategy Building: Building investment portfolios for individuals, Retirement and wealth planning strategies, SIPs, SWPs and tax-saving instruments, Goal-based investment planning, Investment policy statement (IPS) drafting, Real-world portfolio case studies, Use of financial software and platforms, Portfolio monitoring and reporting, Regulatory framework for advisors, Career paths in investment advisory and wealth management.
Job Opportunities after completion of Diploma in Investment & Portfolio Strategy course:
The Diploma in Investment & Portfolio Strategy program equips graduates with the skills and knowledge necessary to manage investment portfolios for individuals and institutions, understanding various asset classes, risk management strategies, and investment strategies. This program is highly beneficial for individuals interested in the finance and investment sectors, as it focuses on optimizing investment returns while managing risks.
Career Options After Completion of the Diploma in Investment & Portfolio Strategy
- Portfolio Manager
- Role: Portfolio Managers are responsible for managing investment portfolios by selecting the right assets to maximize returns while minimizing risks. They may work for asset management firms, hedge funds, or financial advisory companies. They analyze market trends, create investment strategies, and monitor the portfolio performance.
- Salary Range:
- Entry-Level: ₹6,00,000 – ₹8,00,000 per annum
- Mid-Level: ₹8,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹30,00,000+ per annum
- Investment Analyst
- Role: Investment Analysts conduct research and analysis to guide investment decisions for portfolio managers or individual clients. They analyze financial statements, economic trends, and market conditions to identify potential investment opportunities.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹10,00,000 per annum
- Senior-Level: ₹10,00,000 – ₹15,00,000+ per annum
- Risk Manager
- Role: Risk Managers assess the potential risks associated with different investments and portfolios. They create risk management strategies and use various tools to predict and mitigate risks in the investment portfolio.
- Salary Range:
- Entry-Level: ₹5,00,000 – ₹7,00,000 per annum
- Mid-Level: ₹7,00,000 – ₹12,00,000 per annum
- Senior-Level: ₹12,00,000 – ₹20,00,000+ per annum
- Financial Consultant
- Role: Financial Consultants provide advice to clients on portfolio management, investment strategies, and wealth management. They help clients understand their financial goals, assess their current portfolio, and recommend investments.
- Salary Range:
- Entry-Level: ₹4,50,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
- Investment Banker
- Role: Investment Bankers facilitate the buying and selling of securities, mergers, and acquisitions, and help corporations and governments raise capital. A Portfolio Management background can help in offering sophisticated investment strategies to clients.
- Salary Range:
- Entry-Level: ₹6,00,000 – ₹10,00,000 per annum
- Mid-Level: ₹10,00,000 – ₹20,00,000 per annum
- Senior-Level: ₹20,00,000 – ₹50,00,000+ per annum (including bonuses and incentives)
- Equity Analyst
- Role: Equity Analysts specialize in analyzing stocks and equity investments. They research market trends, company performance, and industry data to recommend buy, hold, or sell recommendations for portfolio managers or clients.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
- Private Wealth Manager
- Role: Private Wealth Managers work with high-net-worth individuals (HNWIs) to manage their investments, assets, and portfolio. They provide personalized financial planning, tax optimization, and estate planning services.
- Salary Range:
- Entry-Level: ₹7,00,000 – ₹10,00,000 per annum
- Mid-Level: ₹10,00,000 – ₹18,00,000 per annum
- Senior-Level: ₹18,00,000 – ₹40,00,000+ per annum (including commissions and bonuses)
- Hedge Fund Manager
- Role: Hedge Fund Managers use a variety of strategies to invest pooled funds from accredited investors. They aim for high returns and are involved in managing high-risk, high-reward portfolios, often involving complex financial instruments like options and derivatives.
- Salary Range:
- Entry-Level: ₹8,00,000 – ₹12,00,000 per annum
- Mid-Level: ₹12,00,000 – ₹25,00,000 per annum
- Senior-Level: ₹25,00,000 – ₹50,00,000+ per annum (including performance bonuses)
- Mutual Fund Manager
- Role: Mutual Fund Managers are responsible for managing mutual funds, pooling resources from different investors to invest in a diversified portfolio of stocks, bonds, and other assets. They aim to maximize returns for the investors while maintaining an acceptable level of risk.
- Salary Range:
- Entry-Level: ₹5,00,000 – ₹8,00,000 per annum
- Mid-Level: ₹8,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹25,00,000+ per annum
- Financial Risk Analyst
- Role: Financial Risk Analysts assess and manage risks related to investment portfolios. They analyze potential losses, market fluctuations, and other external factors that may affect an investment’s performance.
- Salary Range:
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹9,00,000 per annum
- Senior-Level: ₹9,00,000 – ₹15,00,000+ per annum
Key Skills Acquired in the Program
- Investment Strategies: Knowledge of different asset classes, portfolio diversification, and investment strategies (equity, fixed income, mutual funds, etc.).
- Risk Management: Techniques to minimize investment risks while maximizing returns.
- Financial Analysis: Ability to analyze market trends, company performance, and economic data to guide investment decisions.
- Asset Allocation: Understanding how to allocate assets across different sectors, markets, and asset classes to balance risk and reward.
- Performance Evaluation: Tools and techniques for assessing portfolio performance and making adjustments as needed.
- Regulatory Knowledge: Understanding of the legal and regulatory environment governing investment practices.
Salary Overview in India
- Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
- Mid-Level: ₹6,00,000 – ₹15,00,000 per annum
- Senior-Level: ₹15,00,000 – ₹50,00,000+ per annum (including performance-based bonuses)
Conclusion
The Diploma in Investment & Portfolio Strategy offers a wide range of career opportunities in the finance and investment sectors. Graduates can work in various roles such as portfolio managers, investment analysts, risk managers, and wealth managers, with significant salary potential depending on the role, experience, and the organization. As businesses and individuals continue to focus on optimizing their investment strategies, the demand for skilled professionals in portfolio management will remain high. This program provides an excellent foundation for those interested in a successful career in finance and investments.