Complying with NISM requirements in India

The National Institute of Securities Markets (NISM) in India require Investment Advisors of SEBI-regulated firms to demonstrate their understanding of jurisdiction-specific rules and regulations in order to become qualified.

The International Certificate in Wealth & Investment Management (ICWIM) India is a bespoke qualification aimed at investment and wealth management practitioners and others dealing with high net worth clients who require the knowledge required by the NISM to qualify as an Investment Advisor in India, in order to provide high-quality advice to clients and firms specifically in India.

To meet the full qualification criteria, and to gain, overall, the CISI International Certificate in Wealth & Investment Management (India), candidates must pass 2 exams:

  • Wealth and Investment Management (India) 
  • International Certificate in Wealth & Investment Management (ICWIM)