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Commerce, Banking & Corporate

Portfolio Manager

Portfolio Managers manage investment portfolios across stocks, bonds, mutual funds, and other financial instruments.

Portfolio Manager

Quick Facts

₹7L – ₹30L
Salary Range
High
Demand Level
B.Com / MBA Finance / CFA preferred
Qualification
Commerce / Finance
Preferred Stream

Key Skills

Investment Analysis Risk Management Market Research Portfolio Strategy Decision Making

Entrance Exams

CFA NISM MBA entrance exams

Career Roadmap

1
Step 1
Step 1: Complete 10+2 preferably in Commerce, Arts, or relevant stream
2
Step 2
Step 2: Pursue B.Com / BBA / BA Economics / relevant graduation
3
Step 3
Step 3: Learn Excel, communication, finance basics, accounting, analytics, or sales skills based on the career
4
Step 4
Step 4: Complete relevant certification or entrance exam if required
5
Step 5
Step 5: Gain practical experience through internship, trainee role, project work, or freelancing
6
Step 6
Step 6: Grow into senior analyst, manager, consultant, or leadership roles

Future Scope

The future for Portfolio Manager is very promising with the growth of corporate sectors and global trade.

Top Employers & Sectors

PMS Firms AMCs Wealth Management Firms Broking Houses
Career Action Plan

Next Steps to Pursue Portfolio Manager

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