Basic Program on Equity Portfolio Structuring and Stock Analysis


The Basic Program on Equity Portfolio Structuring and Stock Analysis is an entry level course that delivers brief, specific knowledge and information to students. The program is aimed at enabling the students to judge for themselves the trends and effects of events on global economy by interpreting financial and non-financial data to analyze and value stocks, understanding asset allocation & optimal investing, briefly examining investment styles and portfolio construction, review and rebalancing.

Day 1
1. Overview of the Economy 2. Market Dynamics
India on the Move Sensex Valuation
Global Financial Crisis FII Impact
Reading the Union Liquidity, Sentiment, Momentum, Value
Eleventh Five Year Plan Decoupling Theory
Oil Corporate Earnings
Interest, Inflation and Exchange Rate Global Cues
Savings, Investment & Consumption Liberalization, Privatization and Globalization
Infrastructure Boost Leveraging the India Story
Budget Derivative Play
Politics of Economy India Vision 2025

Day 2
3. Valuation 4. Portfolio Allocation & Construction
Time Value of Money Direct Equity v/s Mutual Funds: Interesting Angles
Interpretation of Financial Statements for Stock Analysis Client’s Risk Profiling
Relative Valuation Investor Mistakes
Absolute Valuation Improper Framing, Anchoring, Herding etc
Contemporary Valuation Investment Approaches
Price V/s Value Investor Gurus
Logical Thinking
5. Adding Value to Client Relationships
Integrity Tests Managing Sensitive Accounts
Awareness of Contemporary & Controversial Issues Evaluating Financial Products v/s Peer Offers
Insider Trading Suitable Stock Selection & Portfolio Churning
Street Smartness Quiz

The qualification for taxation makes it suitable for a wide audience, including:

Equity Investors:

  • Small Retail
  • High Net Worth
  • NRIs
  • Corporates
  • FIIs
  • Banks & Other Financial Institutions

  • Capital Market Intermediaries:
  • Stock Brokers (Directors, Employees, Franchisees, Associates, Remisiers, Sub brokers)
  • Independent Financial Advisors & Employees of Mutual Funds
  • Financial Planners & Investment Strategists
  • Portfolio Managers
  • Business Journalists, Research Analysts, Equity Advisors

  • Students:
  • Those pursuing Business, Commerce, Insurance, Finance, Equity, Management studies at all levels
  • 2 days
    10.00 am to 5.30 pm

    Rs. 12,000.00 + Applicable Taxes per participant inclusive of tuition fees, and (morning / evening) refreshments only.

    For further details regarding contents,