Course curriculum

  • 01

    Introduction to the course

  • 02

    Insights on Portfolio Management

    • Detailed Insights on Risk Profiling
  • 03

    Goal Setting using Risk Profiling

    • Risk Questionnaire & Goals Setting
  • 04

    Rules & Suggestions of Portfolio Management

    • Rules & Suggestions
  • 05

    How to find out Companies for Equity Investment?

    • Companies Selection for Equity Investment
  • 06

    Secrets of Stock Market & Correlation

    • Equity Market Correlations
  • 07

    Portfolio Construction on MS Excel

    • Allocating Capital to Different Sectors & Stocks
  • 08

    Investment Analysis using Different Financial Securities

    • Scenario Analysis with different Risk Levels
  • 09

    Implementation Options of Portfolio Planning

    • Implementation of Portfolio Planning

    • Create your Portfolio on Money Bhai

    • How to use Currency in your Portfolio?

    • Final Points of the course