Workshops

Customised Training Workshops

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

Customised Training Workshops

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.

Module 1

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

Module 2

Market Dynamics

  • India on the Move
  • Sensex & Nifty Valuation
  • FPI Impact
  • Liquidity, Sentiment, Momentum, Value
  • Corporate Earnings
  • Global Cues
  • Liberalisation, Privatisation and Globalisation

Module 3

Valuation

  • Time Value of Money
  • Interpretation of Financial Statements
  • Relative Valuation
  • Absolute Valuation
  • Contemporary Valuation
  • Price V/s Value

Module 4

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

Module 5

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

Module 6

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

Module 6

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

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 […] [...]