Training

One on One Mentoring

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

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
  1. 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
  1. Market Dynamics 
    • Indices
    • Legs of an Equity Table ~ Valuation, Sentiment, Momentum and Liquidity
    • FPIs & DIIs Activity
    • Derivatives
    • Value v/s Price
  1. Basics of Accounting & Finance 
    • Understanding Accounting Concepts ,Rules, Terminology & Treatment~ Creating personal financial statements
  1. Time Value of Money 
    • Concept & Computations of Compounding and Discounting
    • Impact of Time Value of Money on Valuation of Equity
  1. Annual Report: Focus on Financial Statements 
    • Reading an Annual report and Interpretation of Financial statements
    • Common Size Statement, Ratio & DuPont Analysis
  1. Valuation: Principles & Practices 
    • Basis & Methods of Valuation ~ Traditional & Contemporary ~ Relative & Absolute
    • Value v/s Price Evaluation
    • Preparing an Equity Research Report
  1. Investment Gurus and Investment Styles 
    • Investment Gurus ~ Emphasis on Warren Buffet & Peter Lynch
    • Investment Styles ~ Value, Growth, Contrarion ~ Active vs Passive
  1. Investor Behavior, Logical Thinking and Game Play 
    • Investor Mistakes & Biases
    • Rational Thinking & Game Play
  1. 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
  2. Ethics and Integrity in Markets 
    • Insider Trading
    • Corporate Governance

Mentoring Outcomes

  1. Ability to effectively manage your own personal & family equity portfolios
  2. Prepare you to confidently appear for the NISM Certification of a Research Analyst & of an Investment Advisor
  3. Enhance & Fortify Career Potential using the practical experienced gained
  4. Prepare an Insightful Equity Research Report
  5. Evolve as an Ethical Person & Investor

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 […] [...]