Equity Portfolio Structuring & Stock Analysis


  • Awareness of the Global Economic Crisis
  • Comprehend Market Dynamics of Equity Markets and Mutual Funds that influence Investments
  • Interpret Financial and Non Financial Data to analyze and value stocks
  • Get a basic yet firm understanding of the concept of Time Value of Money and its Application in Valuation of Equity and the various traditional and contemporary techniques applied in the Valuation Process
  • Understand Asset Allocation & Optimal Investing
  • Briefly examine Value and Growth Investment Styles through Warren Buffett and Peter Lynch
  • Investor Psyche and Pitfalls
  • Compute Returns and Risk
  • Risk Profiling…Objectives & Constraints
  • Portfolio Construction, Review and Rebalancing
  • Create a Strategic, Tactical or Integrated Portfolio on basis of Investor Risk Profile
  • Qualities required in a Professional Advisor
  • Building Client Relationships….Translating Theory into Application and Academics into Action
  • Portfolio, Pedigree, Psyche and Perspective
  • Program consists of Five Fundamental Modules

    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

    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
  • 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

    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,
    E-mail: training@bseindia.com