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Friday, 27 September 2013

Learn Equity Portfolio Structuring & Stock Analysis

Equity Portfolio Structuring & Stock Analysis

This program is for those who wish to either begin a career in the financial markets or learn the fundamentals of capital markets. The program is structured to help you understand the basic concepts relating to diverse avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.

Interest rate derivative products are some of the most widely traded contracts in the international derivatives markets. This two day seminar looks at the role of interest rate derivatives in different types of trading strategies, including hedging, speculation and arbitrage. There is a particular focus on the pricing and risk measurement principles which are applicable in this market. Throughout the session, computer simulations are used to illustrate real life trading practices


Who will benefit from this program?

All those who believe in the sustainable 'INDIA' Story and want to leverage on it through Equity Investments in the Primary and Secondary Markets and manage the Risks associated with such Investments
In short…all those who are
  •  Already Investing and Trading in Equity
  • Advising others to Invest and Trade in Equity
  • Managing Equity Funds for Clients
  • Eager to Invest in Equity but are skeptical about the Integrity of Operations and Integrity of Advice
These should include:
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 and other financial intermediaries
Students: Those pursuing Business, Commerce, Insurance, Finance, Equity, Management studies at all levels

Benefits

Participants will be able to
  • Appreciate that Wealth of Mind and Wealth of Money must move in tandem
  • Strengthen Micro and Macro Perspectives to help form Investment Strategies 
  • Assess their Risk Profile and Construct an Equity Portfolio true to it
  • Understand Risk and Return and the Trade Off
  • Interpret Financial & other information to subjectively and objectively Analyze & Value Stocks
  • Think rationally and logically to avoid making investment mistakes
  • Interact actively with faculty and a wide spectrum of participants 
  • Apply theory to practice and academics to action

Program Contents

Module 1: Overview of the Economy
India on the Move… Global Financial Crisis… Reading the Union Budget… Eleventh Five Year Plan… Oil… Interest, Inflation and Exchange Rate… Savings, Investment & Consumption… Infrastructure Boost… Politics of Economy
Module 2: Market Dynamics
Sensex Valuation… FII Impact… Liquidity, Sentiment, Momentum, Value… Decoupling Theory… Corporate Earnings… Global Cues… Liberalization, Privatization and Globalization… Leveraging the India Story… Derivative Play… India Vision 2025
Module 3: Valuation
Time Value of Money… Interpretation of Financial Statements for Stock Analysis… Relative Valuation… Absolute Valuation… Contemporary Valuation… Price V/s Value
Module 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 Allocation… Portfolio Construction… Portfolio Measurement… Hedging
Module 5: Adding Value to Client Relationships
Integrity Tests… Awareness of Contemporary & Controversial 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

Fees: Rs.8600/- (Inclusive of service tax) per participant inclusive of tuition fees, reference material and     (morning / evening) refreshments only.

Program Coordinator :

For further details regarding contents,
E-mail: support@onworkindia.com




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