The following modules can be adapted to meet specific needs of Asset Management Companies, Mutual Funds, FIIs, Brokerage Houses, Banks, Financial & Management Institutions, Corporate Entities, Capital Market Intermediaries and even Other Training Houses to train or address their Employees, Research Teams, Relationship Managers, Sub Brokers, Remissiers and Associates and even their invited Clientele in a One Day or Two Day Workshop Format either in-house or at an external venue.
Overview of the Economy
- India on the Move
- Reading the Union Budget
- Oil
- Interest, Inflation and Exchange Rate
- Infrastructure and Consumption Drivers
- Politics of Economy
Market Dynamics
- India on the Move
- Sensex & Nifty Valuation
- FPI Impact
- Liquidity, Sentiment, Momentum, Value
- Corporate Earnings
- Global Cues
- Liberalisation, Privatisation and Globalisation
Valuation
- Time Value of Money
- Interpretation of Financial Statements
- Relative Valuation
- Absolute Valuation
- Contemporary Valuation
- Price V/s Value
Portfolio Allocation & Construction
- Client’s Risk Profiling
- Investor Mistakes… Improper Framing, Anchoring, Herding etc
- Investment Approaches
- Investor Gurus… Warren Buffett and Peter Lynch
- Logical Thinking… Game Plays
- Portfolio Allocation
- Portfolio Construction
- Portfolio Measurement
Adding Value to Client Relationships
- Integrity Tests
- Awareness of Contemporary & Controversial Issues
- Insider Trading
- Street Smartness Quiz
- Managing Sensitive Accounts
- Evaluating Financial Products v/s Peer Offers
- Suitable Stock Selection & Portfolio Churning
- Boosting & Balancing both Employer & Client Interests
Working of Financial Markets
An Ideal Comprehensive Induction Program of Two to even Four Full Days for Trainees with Broking Firms, Banks and other Intermediaries in Markets ~ Covers Operations, Compliance, Product Description of various Financial Markets in Debt, Equities, Currencies & Derivatives
Monitoring The Equity Regulatory Environment
A One Day Workshop for the Compliance Departments of Brokers and Issuing Corporates
Our MD, Gaurav Parikh and his team of Trainers have successfully conducted a series of customised workshops in Mumbai and all over India for leading names that include :
- NSE Mentorship Training ~ On the invitation of NSE, have commenced fundamental training workshops for them
- SBI Funds Management Pvt Ltd ~ At the Invitation of the Managing Director, conceptualised and conducted a series of customised workshops all over India covering Modules 1 to 5 for the Independent Financial Advisors of SBI Mutual Fund
- Asit Mehta & Deena Mehta Broking Group ~ Approached by the Promoters, conceptualised and conducted a series of workshops all over India for their Employees, Research Teams, Sub brokers, Associates and invited clients
- Citigroup Asia Pacific Research Team ~ Conducted Valuation Workshops on behalf of Dun & Bradstreet
- Indiainfoline Research Team ~ Conducted Valuation and Interpretation of Consolidated Annual Accounts on behalf of Dun & Bradstreet
- BSE Training Institute ~ Introduced the Fundamental Analysis Workshop being responsible for Time Value of Money & Valuation Sessions and co- authored the first text for this
- BSE Training Institute ~ Conceptualised the popular and practical Equity Portfolio Structuring and Stock Analysis Workshop
- ICICI Global Private Clients Group ~ Conducted a Two Day Workshop on Security Analysis and Portfolio Management
- Edelweiss Broking Group ~ Conducted Induction Workshops for several Batches of Trainees
- South Asia Federation of Exchanges ~ Addressed on Corporate Governance and Indian Capital Markets Dynamics in Mauritius, a high profile audience of a 100 + that included High Commissioners, Heads of Regulatory Bodies and Stock and Commodity Exchanges and leading Broking and Investment Houses from over 20 countries
- Doha Stock Exchange & Qatar Financial Markets Authority ~ At the Invitation of KPMG, Middle East, Conducted in Doha, High Profile Workshops, that included Board of Directors and even a head of the Ministry of Finance, on Mission and Strategy and Building the Right Processes and Systems and Team
- CRISIL ~ Conducted the Equity Segment of Wealth Management Workshops
- IFEN ~ Conducted a workshop on Demystifying the Union Budget and the Impact on Capital Markets
- Leading Colleges Xaviers, H R, Sydenham, Podar and NM ~ Invited for teaching course curriculum and setting examinations on Security Analysis and Portfolio Management or addressing them on Economy & Market Dynamics and Entrepreneurship Experience and a Career in Capital Markets
