Equity Portfolio Structuring and Stock Analysis

By doing this course Students will be able to gain insight into the investment philosophies, develop has well ass-on strategies for stock selection as well as equity Assessment followed by apply appropriate performance as well as risk control measures to portfolio assessment.

Programme consists of Five Fundamental Units

Unit 1: Overview of the Economy India on the Move... Global Financial Crisis.... Reading the Union Budget.... Eleventh Five-Year Plan.... Oil... Interest, Inflation as well as Exchange Rate...Savings, Investment & Consumption...Infrastructure Boost.... Politics of Economy Unit 2: Market Dynamics Sensex assessment.... FII Impact.... Liquidity, Sentiment, Momentum, Value.... Decoupling Theory.... Corporate Earnings.... Global Cues.... Liberalization, Privatization as well as Globalization...Leveraging the India Story...Derivative Play...India Vision 2025Unit 3: Assessment Time Value of Money... Interpretation of Financial Statements for Stock Analysis... Relative Assessment... Absolute Assessment... Contemporary Assessment... Price V/s Value Unit 4: Portfolio Allocation & Construction Direct Equity v/s Mutual Funds: Interesting Angles... Client's Risk Profiling... Investor Mistakes... Improper Framing, Anchoring, Herding etc.. Investment Approaches... Investor Gurus... Warren Buffett & Peter Lynch... Logical Thinking... Game Plays... Return & Risk...Portfolio portion... Portfolio Construction... Portfolio Measurement... Hedging Unit 5: Adding Value to customer Relationships Integrity Tests... Awareness of modern & contentious Issues... Insider Trading... Street Smartness Quiz... Managing Sensitive Accounts... Evaluating Financial Products v/s Peer Offers... Suitable Stock Selection & Portfolio Churning... Boosting & Balancing both Employer & Client Interests For who this course is meant for Portfolio managers, investigate analysts, client services staff, consultants, individual as well as institutional investors, private bankers as well as financial advisers, study staff members of annuity boards as well as plan sponsors.