ABOUT TSSAG
Network of firms focused on client centric solutions in Securities industry
The Securities Services Advisory Group (TSSAG) is a Network of independent firms around the world, distinguished in their areas of practice in their country and/or Region, focused on providing the following services and value added client centric solutions in the Securities industry:
Funds
Capital
Technology
OUR FEATURES
OUR FEATURES
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
following services and value added client centric solutions in the Securities industry:
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
following services and value added client centric solutions in the Securities industry:
OUR FEATURES
The Securities Services Advisory Group (TSSAG) is a Network of independent firms around the world, distinguished in their areas of practice in their country and/or Region, focused on providing the following services and value added client centric solutions in the Securities industry:
Investor Services - Primarily but not exclusively all services focused towards investors that include: Securities Services (domestic, regional and global custody), Fund Services, Securities Lending, Collateral Management FX, Cash & liquidity Management,
Issuer Services – Primarily all services focused towards those who issue securities – which include, Issuer Registration, Trustee, Securities numbering, Listing, paying agent, AGM and beneficial owner record keeping
Capital Markets Infrastructure - Including Stock Exchanges and all instruments traded on or off Exchange, Central Counterparties (CCP), Clearing Houses and Central Securities Depositories (CSD)
Fund Services – Public and Private funds, fund vehicles and structures, supporting the launch of Funds, fund registration, bookkeeping, Trusteeship, record of ownership (transfer agent) distributions, accounting and NAV publication.
Recruitment - To assist with clients' talent identification and acquisition, leadership training and mentoring needs.
Technology IT advisory support, implementation, change and enhancement.
Analytics, investment accounting and performance measurement
Benchmarking - Ability to show comparisons in specific rates of exchange, prices, or fees used in the industry and benchmarked against recognized baskets or industry indexes.
Strategy development – Formulation of executable ideas and action plans to support clients and markets in explaining and achieving their strategic goals. Where appropriate project managing such change within the organization / market.
Risk and Compliance Remediation projects resulting from Regulatory or internal audit, supporting risk management assessments or improvements especially but not exclusively in connection with operational risk.
Scope
To link professionals from different lines of services around the world, creating a forum for regular interaction and dialogue to share ideas and build synergies and opportunities for the member firms, which otherwise would be very difficult to achieve on their own.
PfMP® Certification Training Course
The Portfolio Management Professional PfMP® credential from Project Management Institute PMI® is the next step after Program Management Professional PgMP® Certification. For those who work with executives on strategic level PfMP® from PMI is a highly desirable credential. This certification is for senior level professionals managing projects & programs, aligned with the company’s Business Objectives. A portfolio manager implements company’s strategic initiatives and applies management activities to a set of programs, projects and/or operations to achieve strategic business goals.
Course Coverage
The training is aligned to Standard for Portfolio Management 3rd edition and ECO (examination content outline).
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Introduction to Portfolio and Portfolio Management
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Portfolio Strategic Alignment
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Portfolio Governance Management
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Portfolio Management Overview and Organization
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Portfolio Management Process Groups
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Portfolio Performance Management
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Portfolio Communication Management
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Portfolio Risk Management
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24 PDUs will be awarded to participants
Eligibility Criteria
All applicants must possess a minimum of 8 years of professional business experience
AND
Secondary degree (high school diploma, associate’s degree or the global equivalent) 10,500 hours of portfolio management experience
OR
Four-year degree (bachelor’s degree or the global equivalent)
6,000 hours of portfolio management experience
Attendees Profile
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Project Executives, Project managers, Senior Managers, Functional Managers, Program managers, PMO / PMO consultants or anyone who typically support or manage project/ program containing complex activities spanning functions, organizations, clients and geographic regions.
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However, this course can be taken by anyone who wants to learn and Improve program management concept
For Training Schedule,
Course Fee / Corporate Rate Details
Contact - PMI Mumbai Chapter Office: +91 8655092194 / +91 22 46081148
Mr. Sunil Karangutkar: admin@pmimumbaichapter.org
+91 8898707025
Mr. Tushar Baraskar: info@pmimumbaichapter.org
+91 9167979221
Registration
Registration for the course is online and Paytm is providing Online payment gateway services to PMI Mumbai Chapter. You can also use Paytm. We accept payments by Visa and MasterCard credit cards, Debit Cards and Net Banking accounts. Look for registration button below for more details.
Payment Options : Participants can pay the fees either by Cheque / Demand Draft / Net Banking / Credit Card / Debit Card. Click here to know further details.
NEFT Details -
Bank Name: ICICI Bank
Account Name: Project Management Inst Mumbai Chapter(Beneficiary Name)
Account Number: 120605000676
Branch: Aarey Road, Goregaon (E)
Account Type: Current
NEFT Code: ICIC0001206
Send us payment screen shot on admin@pmimumbaichapter.org or info@pmimumbaichapter.org.
We do not accept cash. Participant seat is assured and confirmed only after Receipt of requisite payment.
Registration cancellation or rescheduling policy:
Registration can be cancelled or rescheduled for a cancellation fee by sending an email to admin@pmimumbaichapter.org or info@pmimumbaichapter.org along with details of the payment. Telephonic or oral requests will not be entertained.
Cancellation/rescheduling fees:
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For cancellations or reschedule before 7 days from the start of the program – 25% of the registration fee
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For all cancellations or reschedule up to 7 days before or after the start of the program – 50% of the registration fee
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Cancellation or reschedule requests received after 7 days from the start date of the program will not be entertained.
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Requests for partial cancellation or rescheduling will not be entertained.
As a new PMI member, you will pay USD $149.00 made up of USD $129.00 PMI membership, USD $10.00 “New Member Application Fee” and USD $ 10.00 to be a member of Mumbai Chapter. We strongly recommend becoming a member of PMI since besides the savings in attending this program the savings in the exam fee will more than offset the membership fee. Being a member of PMI BEFORE one takes the exam is an advantage from the monetary point of view. One can become a member on-line using the URL of PMI at www.pmi.org. Can also obtain more information about the certification exam from the web pages.
PfMP Exam is conducted by PMI. PfMP Exam fee is collected by PMI on www.pmi.org.
PMI Mumbai Chapter cannot collect PfMP Exam fee.
:: Annual Membership Fees ::
PMI Annual Membership Fee: USD $ 129/-
One time registration Fee: USD $ 10/-
PMI Mumbai Chapter Annual Membership fee: USD $ 10/-
PMI Mumbai Chapter membership is for members of PMI only
PMI Membership and PMI Mumbai Chapter Membership fees are collected by PMI on www.pmi.org.
PMI Mumbai Chapter cannot collect membership fees.
We also conduct Corporate training on request.