Description
| This comprehensive 6-day program is designed to equip participants with essential knowledge and practical skills for building wealth through strategic investments in capital markets. The course covers the fundamentals of capital markets, equity investments, mutual funds, fixed-income instruments, alternative investments, risk management, and portfolio building. With a blend of theory and hands-on activities, participants will learn how to identify investment opportunities, manage risks, and construct diversified portfolios to achieve long-term financial goals. |
What will you learn?
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Curriculum
Introduction to Capital Markets and Wealth Building
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• Theory
• Overview of capital markets: Primary vs. secondary markets.
• Importance of capital markets in wealth creation.
• Key market participants and instruments.
• Practical
• Exploring stock exchanges: Live data and key indices (e.g., NIFTY, SENSEX).
Activity: Identifying growth and value stocks using market data.
• Theory
- Basics of equity investing.
- Fundamental analysis: Key financial ratios.
- Role of dividends and capital appreciation in wealth building.
• Practical
- Case study: Analyzing financial statements of listed companies.
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Hands-on: Screening stocks using tools like screener.in or similar platforms.
Mutual Funds and Exchange-Traded Funds (ETFs)
- Theory
• Understanding mutual funds and ETFs.
• Comparing active vs. passive investments.
• How SIPs contribute to wealth building.
• Practical
• Exercise: Selecting mutual funds based on goals and risk appetite.
Simulation: Comparing returns from lump-sum vs. SIP investments.
Fixed Income Instruments and Alternative Investments
• Theory
- Role of bonds, debentures, and fixed-income securities.
- Overview of alternative investments: REITs, gold ETFs, etc.
• Practical
- Case study: Diversifying a portfolio with fixed income and alternatives.
- Workshop: Calculating yields and returns from bonds.
• Theory
• Identifying risks in capital markets.
• Behavioral biases: Impact on investment decisions.
• Strategies for managing risk in equity and fixed income.
• Practical
- Activity: Assessing personal risk tolerance.
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Interactive session: Realigning portfolios to mitigate risks.
• Theory
• Principles of portfolio diversification.
• Measuring portfolio performance: Key metrics.
• Rebalancing strategies for consistent wealth growth.
• Practical
- Workshop: Building a diversified portfolio using capital market instruments.
- Case study: Reviewing and optimizing portfolio performance.
How It works
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Live Online Sessions Each session is interactive and informative, featuring case studies, quizzes, and projects |
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Interact, Learn and Grow bsevarsity.com enables you to master the concepts, interact with expert faculty and other learners, and be a part of the community whilst growing. |
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Training 5 or more people?
We provide custom courses and group sessions as well. To know more about our Customized Programs.
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