Basic Program on Smart Investing Strategies & Portfolio Management

Basic Program on Smart Investing Strategies & Portfolio Management


Wealth creation and wealth preservation is of paramount importance to everyone and even if someone else is managing your investments. Portfolio Management is more than good stock picking. It is managing a collection of stocks so as to minimize risk and maximize returns. This course will help the participant to maintain a well-managed portfolio that will help create significant wealth and can be truly transformational in meeting life goals.

Day 1 & 2
Session 1 Session 2
Lessons from the Index Mid Cap Stocks as Options
Safety in Numbers
Checklist for Stocks
Session 3
Buying Secular Growth Stories
Leave the Cyclicals for Professional Investors

Day 2
Session 4 Session 5
Managing Large Holdings Maintaining Quality of Portfolio
Stock Concentration Portfolio Approach
Selling a Stock
Session 6
Strategy in Bull Markets
Strategy in Bear Markets
Timing the Market Vs Time in the Market
Managing Expectations
Managing Impact of Unpredictable Events
Calculating Returns
  • Working professionals interested in asset management in their careers
  • Individuals preparing for advanced degrees in finance and economics
  • Individuals looking to acquire the knowledge and tools in order to establish a portfolio that fits their needs and goals and improves their personal investment performance
  • Investors looking to improve their portfolio and investment stategies
  • 2 Full days
    (Saturdays and Sundays: 10.00 am to 6.00 pm)

    Rs. 10,169 + Applicable Taxes per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.

    For further details regarding contents,