delhi
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https://www.eventshigh.com/detail/delhi/85cafb4f9a23883a562cc28ad631f686-investment-planning-workshop

Investment Planning Workshop

0.0,0.0
By Foito
Sat, 14 Dec 10:00AM - Wed, 18 Dec 3:00PM + more dates
Online On Demand
Rs 1500 onwards
311 people viewed this event.

Pricing & Offers

Pricing & Offers
Sat, 14 Dec
, 10:00AM
- Wed, 18 Dec
, 3:00PM
Upto 5 Person
Online- Screen Sharing
₹ 37,500
Upto 10 Person
₹ 50,000
Investment Planning Drill
This online screen-sharing session with industry expert covers one significant topic from our full module
₹ 1,500
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Details

Details

NOTE: Our training sessions are conducted on a 1-2-1 basis (batches are not formed) as our workshops are tailor-made to your specific problem statement.

What is this workshop about?

This workshop has been designed to provide guidance to institutional as well as individual investors in channelizing their surplus funds to the best available options after a detailed analysis of the investor's risk appetite. Our expert will help in calculating the risk-reward associated with all the available alternatives, giving a clear picture of the current market conditions.

OBJECTIVE: To help the client determine the most flexible/dynamic portfolio after a detailed analysis.

DURATION: Minimum of 5 hours per session

1st Session:

  • Determining the number of surplus funds based on the overall profile of the investor in light of the ultimate goal of investments.
  • Evaluating the alternative investment options( Equity Shares, Debenture, Bonds, Preference Shares, MF, etc): Viability of each alternative depending on the risk-taking ability and expected return of the client
  • Concluding by identifying the best investment option

2nd Session:

The second session will proceed in continuation of the conclusion drawn in the first session.

If the Investor opts for shares (Equity Shares in specific): EIC Framework

If the investor opts for bonds/debentures

1. Determining the current performance across sectors: Profitability, Growth

2. Choosing the company profiles within the industries in question

3. Analyzing the corporate profiles based on the past performance records: Using the information available in the public domain

1. Determining the current performance across sectors: Profitability, Growth

2. Choosing the company profiles within the industries in question

3. Analyzing the corporate profiles based on the past performance records: Using the information available in the public domain

 

NOTE: This session will help us identify the companies which may be a viable investment option based on the profile of the client

3rd Session and 4th Session:

If the Investor opts for shares (Equity Shares in specific)

If the investor opts for bonds/debentures

Equity Valuation of the shares of the companies selected in the previous session

1. Fundamental Analysis: Calculating the intrinsic value

2. Technical Analysis: Analyzing market trends using graphs and charts

Bond Valuation of the shares of the company( Government Bonds too) selected in the previous session

1. YTM

2. YTC

3. Comparing the yields

 

5th Session:

  1. Identifying the most dynamic portfolio
  2. Evaluating the most efficient portfolio options (Using SML and CML): Risk and Return of each portfolio
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Map & Directions

Map & Directions
Online On Demand 15, Delhi - Jaipur Expy, India
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