Mutual Fund Distributors is a comprehensive, and regulator-approved study manual prescribed for the NISM-Series-V-A: Mutual Fund Distributors Certification Examination, mandated by SEBI for individuals and entities engaged in the sale and distribution of mutual fund products in India. This Workbook serves as a structured competency-building...

Research Analyst is a comprehensive professional handbook on equity research and investment analysis, designed to present the research analyst function as it is actually performed in regulated capital markets. The book is structured as a complete research analyst's desk reference, integrating market structure, analytical methodologies,...

The 'Bankers' Handbook on Credit Management' is developed to address the unique skill requirements of banking professionals in managing credit portfolios. This book offers insights into the credit function, supplemented by practical examples, a rundown of regulatory guidelines, etc. The focus areas of this...

Equity Derivatives offers a structured and comprehensive approach to understanding the concepts, mechanics, and regulatory frameworks governing equity derivatives in India. It seamlessly blends foundational knowledge of derivatives with current market practices, regulatory requirements, and practical trading insights. This book is intended for the following...

Interest Rate Derivatives is a comprehensive reference developed by the National Institute of Securities Markets (NISM) to empower aspiring and existing professionals with a robust understanding of India's exchange-traded interest rate derivatives market. This workbook covers everything from the core concepts of fixed-income securities and...

Portfolio Management Services (PMS) Distributors lays out foundational concepts, regulatory frameworks, operational procedures, and best practices essential for anyone aspiring to operate in the PMS distribution domain. It equips readers with theoretical knowledge and practical insights, ensuring they understand the intricacies of the securities market,...

The book is a comprehensive guide on sales, distribution, and support services in the mutual fund industry. It covers mutual funds' basics, roles, structures, types, accounting, valuation, taxation, and distribution Designed specifically to aid financial advisors, the book emphasizes understanding mutual funds and using...

Investment Adviser (Level 1) workbook is a comprehensive guide developed by the National Institute of Securities Markets (NISM). It is designed to help aspiring and existing investment professionals acquire a strong foundation in personal financial planning, the Indian financial markets, various investment products, portfolio construction,...

This book discusses the critical role of IT security within the banking sector, highlighting the need to protect physical and digital assets from the increasing threats of cyberattacks. With rapid advancements in digital finance, the book emphasises the necessity for professionals to understand IT...

Compliance in Banks is a comprehensive guide to the regulatory and compliance frameworks governing the banking industry. It distils critical guidelines, norms, and global best practices—covering everything from Basel III capital-adequacy rules to risk management and governance structures. This thoroughly revised edition incorporates the latest...

This book has been prepared to serve as a comprehensive guide for debt recovery agents and their essential role in debt recovery. The book's objective is to provide a deep understanding of the debt recovery process and the various stages and guidelines to be...

This book discusses the essential role of Business Correspondents (BCs) and Business Facilitators (BFs) in transforming India's rural economy. The book outlines a comprehensive approach towards financial inclusion, targeting unbanked communities and unpenetrated geographies. It emphasizes the importance of the BC/BF model in providing...

Currency Derivatives is an authoritative workbook to establish the mandated common minimum knowledge benchmark for individuals working in India's exchange-traded currency derivatives segment. The workbook is designed to support capacity building across the securities markets by simplifying complex concepts in foreign exchange markets, derivative instruments,...

Securities Markets Foundation is an introductory yet comprehensive guide, imparting a foundational understanding of the Indian securities markets, their structure, products, participants, and regulatory ecosystem. The workbook establishes a market-wide knowledge benchmark for beginners, covering the functioning of primary and secondary markets, equity and debt...

The Portfolio Managers workbook provides an in-depth and systematic exploration of the concepts, regulations, and best practices in Portfolio Management Services (PMS). It equips professionals and learners with the knowledge essential to understand the PMS landscape effectively. The content seamlessly combines foundational investment knowledge,...

This comprehensive guide is essential for individuals aspiring to become Business Correspondents (BCs) or Business Facilitators (BFs) in India's evolving financial landscape. This guide is designed to equip candidates with the knowledge and skills needed to effectively serve as a bridge between banks and...

यह पुस्तक भारत की ग्रामीण अर्थव्यवस्था को बदलने में बिजनेस कॉरेस्पॉन्डेंट्स (BCs) और बिजनेस फैसिलिटेटर्स (BFs) की आवश्यक भूमिका पर चर्चा करती है। यह पुस्तक वित्तीय समावेशन, बैंक रहित समुदायों और सुदूर भौगोलिक क्षेत्रों को लक्षित करने के लिए एक व्यापक दृष्टिकोण की रूपरेखा...

Retirement Adviser is a comprehensive, practice-oriented resource designed to equip aspiring individuals with the knowledge framework mandated under the Pension Fund Regulatory and Development Authority (PFRDA) Regulations, 2016. Developed by the National Institute of Securities Markets (NISM), this workbook establishes a uniform knowledge benchmark for...

Securities Operations and Risk Management (SORM) is designed to establish a common minimum knowledge benchmark for associated persons of stockbrokers, trading members, and clearing members. These associated persons are those who handle client assets or funds, deal with investor grievances, work in internal control or...

Investment Adviser (Level 2) is a comprehensive, examination-aligned workbook developed by the National Institute of Securities Markets (NISM) to establish a uniform, market-wide knowledge benchmark for professionals engaged in investment advisory services. Positioned as the advanced level in the NISM-Series-X certification pathway, this Level 2...