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.