Course curriculum

  • 01

    Introduction to the course

  • 02

    Portfolio Approach of Investment Management

    • Diversification & the Holy Grail by Ray Dalio

    • Model Portfolio & Efficient Frontier
  • 03

    Assets classes- Detailed Analysis

  • 04

    Investment Policy Statement

    • Financial Planning

    • Case Study: Problem Statement

    • Case Study: Solution
  • 05

    Equity Strategy

    • Equity Strategy 01

    • Equity Strategy 02 - Understanding

    • Equity Strategy 02 - Application

    • Bonus: Annual Report Reading Hacks
  • 06

    Risk Management

    • Tools: Beta Estimation and Average Volatility

    • Tools: Sortino Ratio, Sharpe Ratio and Information Ratio

    • Tools: VaR (Value at Risk)

    • Lessons from Bubbles and Biases
  • 07

    Mutual Fund

    • Scheme Selection and Analysis
  • 08

    Exit Strategy

    • Exit Strategy
  • 09

    Trade Execution

    • Demat Account Opening & Punching Trades