One-on-One Mentoring
This is a uniquely conceived Direct Mentoring Programme in Mumbai by Gaurav Parikh. It is spread over 90 days & comprises of 30 sessions of 90 minutes each and an additional five Hours for Interim & Final Testing. It does not require any prior knowledge of Accounting & Finance. It is ideal & highly recommended for those who seek to be mentored ‘one on one’ with one of the best experienced in the field of Equity Advisory & Training for acquiring skills in the field of Fundamental Equity Research to further career prospects & deciding with confidence & conviction when managing own & family equity portfolios.
As one graduate of an extended BSE Training Course acclaimed in his feedback to BSE
“In just two sessions with Gaurav Parikh I learnt more than I had in the full three years of my B Com Degree Course”
Here’s an Overview of this exclusive ‘One to One’ Mentoring Programme
Overview
Sr No | Topic | No of Sessions |
1. | Economy & Regulatory Environment | 2 |
2. | Market Dynamics | 1 |
3. | Basics of Accounting & Finance | 1 |
4. | Time Value of Money | 3 |
5. | Annual Report: Focus on Financial Statements | 4 |
6. | Valuation: Principles & Practices | 10 |
7. | Investment Gurus and Investment Styles | 2 |
8. | Investor Behavior, Logical Thinking and Game Play | 2 |
9. | Security Analysis and Portfolio Management | 4 |
10. | Ethics and Integrity in Markets | 1 |
Total | 30 |
- Economy & Regulatory Environment
- GDP ~Constituents ,Categories & Challenges~ Historic & Projected Growth
- Leading Rates & their Co-relation ~ Inflation ~ Interest ~ Exchange
- Interpreting the Union Budget
- Global Social , Economic & Geo-Political Issues ~ Impact & Influencing Factors
- Financial & Capital Markets Regulatory Framework in India
- Market Dynamics
- Indices
- Legs of an Equity Table ~ Valuation, Sentiment, Momentum and Liquidity
- FPIs & DIIs Activity
- Derivatives
- Value v/s Price
- Basics of Accounting & Finance
- Understanding Accounting Concepts ,Rules, Terminology & Treatment~ Creating personal financial statements
- Time Value of Money
- Concept & Computations of Compounding and Discounting
- Impact of Time Value of Money on Valuation of Equity
- Annual Report: Focus on Financial Statements
- Reading an Annual report and Interpretation of Financial statements
- Common Size Statement, Ratio & DuPont Analysis
- Valuation: Principles & Practices
- Basis & Methods of Valuation ~ Traditional & Contemporary ~ Relative & Absolute
- Value v/s Price Evaluation
- Preparing an Equity Research Report
- Investment Gurus and Investment Styles
- Investment Gurus ~ Emphasis on Warren Buffet & Peter Lynch
- Investment Styles ~ Value, Growth, Contrarion ~ Active vs Passive
- Investor Behavior, Logical Thinking and Game Play
- Investor Mistakes & Biases
- Rational Thinking & Game Play
- Security Analysis and Portfolio Management
- Risk & Return ~ Definition, Computations & Measurement
- Risk Profile of an Investor
- Portfolio Management (Construction, Selection, Measurement, Review and Rebalancing of Portfolio ) ~ Asset Allocation Exercise
- Ethics and Integrity in Markets
- Insider Trading
- Corporate Governance
Mentoring Outcomes
- Ability to effectively manage your own personal & family equity portfolios
- Prepare you to confidently appear for the NISM Certification of a Research Analyst & of an Investment Advisor
- Enhance & Fortify Career Potential using the practical experienced gained
- Prepare an Insightful Equity Research Report
- Evolve as an Ethical Person & Investor