Training

Training

Scrip Sanctuaries for protection from the wildlife in this jungle of Indian Equities

50,000+ Trainees in 30+ years

Our Fundamental Training in Capital Markets is spearheaded by one of India’s Top Capital Market Trainers, Gaurav A Parikh who is a leading Equity Counsellor and Trainer. He has over thirty years of counselling and training experience. His approach is Fundamental. He has shared his experiences (and mistakes too!) and trained over 50,000 people in several workshops and Invitational Lectures in India and Overseas.

Gaurav’s oratory skills are exceptional and he’s been voted the best speaker at various forums and the popularity of his blog www.gauravblog.com increases with every passing day… he is a prolific blogger on matters even other than stocks.

National Stock Exchange, Bombay Stock Exchange, SBI Mutual Fund, SAFE Conference Mauritius, Dun & Bradstreet, CRISIL, ICICI Bank Private Global Clients Group, Edelweiss, India Infoline, Asit Mehta & Deena Mehta Broking Group across India, Direct Taxes Regional Training Institute, Citigroup Research Asia Pacific, Mumbai University, Doha Stock Exchange, Qatar Financial Markets Authority, Andhra Pradesh Chamber of Commerce and a host of leading Educational Institutions like Sydenham, H R, Podar and Xavier’s are some of many where Gaurav has addressed and interacted with participants, often high profile, on issues ranging from the basics of Stock Markets to advanced and controversial facets of Corporate Governance, Valuation of Equity, Financial Planning and Derivatives.

He has co-structured the popular BSE training workshop on Fundamental Analysis and co-authored the Text which is a BSE Publication. His sessions on “Valuation of Equity” are entertaining as he relates true and often humorous anecdotes of companies to make a point. His specially conceived Workshop on “Equity Portfolio Structuring and Stock Analysis” is always eagerly awaited and attended. The last one had a housefull 80 participants,including Heads of Research from leading Broking Houses and Institutions. He is invited by other forums too, to address on matters relating to the Indian Capital Markets. He was rated by a reputed business daily as a leading portfolio manager. Fund Managers, Dealers and Analysts from leading banks, Foreign Institutional Investors and brokerage houses are regular participants at his workshops.

Gaurav has shared experiences with and trained over 50000 people in several workshops and Invitational lectures in India and Overseas over the last 30 years.

His Conceptualised and Conducted Fundamental & Financial Workshops attract even Heads of Research as well as other top participants from SEBI, Mutual Funds, Corporate Houses, PSUs, Broking Houses, Retail & High Net Worth Investors and leading educational institutions and even serve as Internal Training for Leading Broking Groups and Mutual Fund Houses for their Relationship Managers, Franchisees, Staff and Business Associates all over India

Training Clientele

Here are some of the clients who Gaurav has addressed and where he has interacted with participants, often high profile, on issues ranging from the basics of Stock Markets to advanced and controversial facets of Corporate Governance, Valuation of Equity, Financial Planning and Derivatives.

Over 20 years association with BTI Institute Ltd (BSE Training Institute)

Gaurav’s association with the BSE Training Institute, now BTI Institute Ltd of the Bombay Stock Exchange spans over 20 years during which he co-structured and launched the popular workshop on Fundamental Analysis and co-authored the Text for it which became a BSE Publication. His sessions on “Valuation of Equity” are entertaining as he relates true and often humorous anecdotes of companies to make a point.
His specially conceived Workshop on “Equity Portfolio Structuring and Stock Analysis” was always eagerly awaited and attended by a full house that included Heads of Research from leading Broking Houses,Banks and Institutions.
He is invited by other forums too, to address on matters relating to the Indian Capital Markets. He was rated by a reputed business daily as a leading portfolio manager. Fund Managers, Dealers and Analysts from leading banks, Foreign Institutional Investors and brokerage houses are regular participants at his workshops.

Commenced NSE Fundamental Equity Training Workshops

On Invitation from NSE in July 2015, have commenced much sought Rapid Series Equity Workshops from August 2015 on Interpretation of Financial Statements & Assessing Value v/s Price. Longer Masterclass Workshops are in the pipeline after need for such evinced by eager participants’ motivating feedback

Exclusive Equity Training Programme over Five Modules

In 2009, after SEBI abolished the Entry Load, all Mutual Funds prioritised the need for Fundamental Equity Training. At the express request of the MD of a leading Mutual Fund House, Gaurav launched a special two day workshop covering Five Financial Modules. This workshop had a fantastic response from the Independent Financial Advisors over 14 such workshops conducted all over India for the Mutual Fund.

Such Workshops also received fabulous response from leading Broking Groups and Banks to serve as Internal Training for their Relationship Managers, Franchisees, Staff and Business Associates all over India.

The Sessions covered the Fundamentals of Financial Planning, Investment Analysis and Portfolio Management, including Asset Allocation and Optimal Portfolio and Rebalancing, Risk and Return Definitions and Measurement and Trade off, involving Standard Deviation, Variance and Beta (Use in Hedging,Valuation and Momentum Trade) and CAPM Risk Models, Time Value of Money, Valuation of Equity (Traditional and Contemporary and Relative and Absolute basis), Investor Mistakes, including Psychological Traps, Improper Framing, and the Reinvestment Risk, Investor Gurus, Warren Buffett and Peter Lynch and their fundas and Portfolios, Way to Rational Thinking, Market Dynamics including the FII Flows Impact and Sensex Macro Projections, US & PIIGS Crisis, India’s Fiscal Deficit and some Interesting Angles on how to select and view Mutual Fund performances.

Excerpts from Gaurav’s Blog

  Rest in Peace now Gerela Saab  ! Mr S T Gerela ex GM of BSE passed away peacefully this morning We had not met in years but he always remained at the top of my mind when it came to testimonials for this is what he had said to me over a decade ago,when […] [...]

Vedanta de-listing offer price Rs 87.50~Come on Mr Anil Agarwal ! Promoter Group of  Vedanta Ltd has proposed a voluntary de-listing at an indicative offer price of Rs 87.50~are the over 7.3 lakh minority shareholders from Alibag !? …apologies to the people of Alibag Some would term this as De-listing Duplicity ~ but I would […] [...]

This is a Riskless Reliance Industries Rights Investment Strategy for those over 2.3 Million Shareholders already holding RIL shares. It is not a recommendation to buy RIL cum rights  It’s a no brainer yet I’m just penning a brief note because some have told me they hold Reliance but are skipping the Rights ! Don’t […] [...]

 Wealth is negotiable, Health is not Your Personal Well Being is more important that the Stock Market Well Being ~ Always & more so in this unfathomable ongoing Covid-19 Reality Above’s a three minute reach out by me last night to all connected with me to reinforce this .It’s also posted on Facebook , […] [...]

Yes Bank ~ Has the RBI & MOF lost it !? SEBI really is a bystander here Controversial Lock In Clause 3 Sub Clause 8 (a) in the Scheme of Reconstruction  No wonder the Finance Minister Mrs Nirmala Sitharaman, while highlighting only selected points, even when asked for details of the Scheme,did not want to […] [...]