How to Become A Portfolio Manager in India

Manages investment portfolios for HNIs, mutual funds, or institutions.

At a glance

FieldFinance & Business
Time to qualify3+ years
Entrance examCFA Exam
Exam intensityLow
Salary range₹8–60 LPA
Stream after Class 10Commerce, Arts / Humanities

The path (from Class 10)

MBA Finance + SEBI RA / IA Registration + CFA

A day in the life

You review financial reports in the morning, model scenarios for a client decision, attend meetings with stakeholders, and prepare a presentation for the afternoon.

Frequently asked questions

How do I become a Portfolio Manager in India?

The typical path is: MBA Finance + SEBI RA / IA Registration + CFA. It takes about 3+ years.

Which entrance exam is needed for Portfolio Manager?

The main entrance exam is CFA Exam.

What is the salary of a Portfolio Manager in India?

Salaries typically range around ₹8–60 LPA (entry to senior level).

Which stream should I choose for Portfolio Manager?

Recommended stream(s) after Class 10: Commerce, Arts / Humanities.

Is this career right for you?

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