How to Create and Maintain a winning Portfolio

Program

Day 1: Introduction to Financial Markets
1. Financial System
  •    • Types of Markets ( Capital & Money Markets)
  •    • Primary & Secondary Markets
2. Financial Instruments
  •    • Capital Instruments
  •    • Debt Instruments
  •    • Hybrid Instruments
3. Introduction to Macro Economics
  •    • Concept of Demand & Supply
  •    • GDP, Fiscal Deficit etc.
  •    • Inflation & Interest Rates
  •    • Foreign Exchange Rates
4. Wealth Management
  •    • Developing Wealth Management Plan
  •    • Essentials of a Comprehensive Wealth Management Plan
5. Time Value of Money
  •    • Concept & Importance
  •    • Mode of Calculation
  •    • Effective Annual Return (EAR)
  •    • Doubling Period

Day 2: Risk management
1. Annuities
  •    • Types of Annuities
  •    • Mathematics of Annuities
2. Measuring Investment Risk
  •    • Introduction to concept of Return
  •    • Compound Rate of Return
  •    • Relationship between Risk & Return
3. Measuring Risk
  •    • Introduction to Risk
  •    • Types of Risk
  •    • Systematic & Unsystematic Risk
  •    • Introduction to Risk Dispersion
  •    • Different ways to measure Risk Dispersion
  •    • Variance & Standard Deviation
  •    • Practical Session on measuring Risk Dispersion
4. Portfolio Risk & Return
  •    • What is Portfolio
  •    • Primary Strategies of Diversification
  •    • Introduction to Modern Portfolio Theory
5. Risk Adjusted Return

Concept of Risk Adjusted Return

  •    • Jensen Index
  •    • Treynon Index
  •    • Shape Ratio
  •    • M. Square

Day 3: Introduction to Derivatives & Technical Analysis
1. Derivatives
  •    • Introduction to concept of Derivatives
  •    • OTC vs Exchange Traded Derivatives
  •    • Forward and Future Contracts
  •    • Type of Future Contracts
  •    • Pricing of Futures – Cost of Carry Model
  •    • Options
  •    • Pricing of Options
  •    • Options Pay Off
  •    • Margins
2. Technical Analysis
  •    • Introduction to Technical Analysis
  •    • Patterns
  •    • Moving Averages
  •    • Oscillators
  •    • Introduction to Candlesticks

Day 4: Investment Products available for Individuals & Institutional Investors
1. Investment Products A. Bank Deposits
B. Investment in Equities
  •    • Equity Valuation Model
  •    • Equity Analysis – Fundamental & Technical
  •    • Wealth Management Perspective
  •    • M. Square
C. Fixed Income Instruments
  •    • Fixed Income Market
  •    • Bond Valuation
  •    • Bond Yield
  •    • Yield Curve
  •    • Risks in Bond Investments
  •    • Duration
  •    • Credit Risk
D. Mutual Funds
  •    • Features of Mutual Funds
  •    • Types of Mutual Fund Schemes
  •    • Exchange Traded Funds
  •    • Investors Rights and Obligations
2. Portfolio Development
  •    • Practice

4 full days
10.00 am to 6.00 pm

Rs. 16,000.00 + Applicable Taxes per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.

For further details regarding contents,
E-mail: training@bseindia.com