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Investment analysis and Portfolio Management Course

Investment analysis and Portfolio Management Course, this course will cover Financial Market, Fixed income securities, Ratios, Valuations, Modern portfolio theory & Investment management.

Satyendra Singh

Instructor

What you will learn?

  • This course will give detailed skill of investment analysis and portfolio management. person will able to manage portfolio of client..

This Course Includes

  • Recorded Lessons:  28
  • Recorded Hours:  10
  • Duration:   10 days (Avg)
  • TD Assessment Available
  • Access on Mobile

Course Description

Learn Investment Analysis and Portfolio Management

The objective of this course is to introduce you to the concepts and intuition behind investment analysis and portfolio management. Any investor must make two major decisions: how to allocate the entire investment among possible asset classes and how to pick assets within asset classes for investment. The allocation and selection of investment assets are based on a trade-off between risk and return, risk-mitigating instrument availability, and investment horizon, among other factors.

Investing is the process of giving money or putting money into a company with the expectation of earning a future return with interest. Depending on whether you're investing in the stock market or a business, the term "investment" has different meanings. When it comes to investing, both small and large investors face the same obstacles. Investors can benefit from a well-thought-out investment that analyzes all risk factors and maximizes possible profits. 

The purpose of this investment analysis and portfolio management course is to teach you how to make good financial decisions without risking your money. For a better understanding and in-depth study, students were offered theoretical and practical skills. The portfolio management course will assist people, self-employed individuals, traders, investors, and others.

Those who desire to pursue this course as a career and work in a high-ranking position in a stock brokerage firm can benefit from it. One can improve his or her abilities and expertise, as well as add to their qualifications.  Investing may be a risky business if it is not done wisely and with adequate direction and information.

Course Content

28 Lessons | 9hr 5min

This video covers chapter details of portfolio management course.

This video will cover about different of investors, portfolio manager role , constraints and taxation details.

This video will tell security Market description.

This video will tell Equity and debt market basic concept and how to calculate Market capitalization, Face value, Price to earning ratio, price to book value, earning per share, dividend etc. and debt market concepts.   

this video will tell investor or trader about company analysis.

this video will tell about Industry Analysis for investor or portfolio manager.

This video will tell details about Time decay in option.

This video will cover different kind of financial ratio which is used for valuations.

This video will cover Portfolio performance Ratios The Sharpe ratio, Traynor ratio, Jensen’s Alpha & M square which is used for Portfolio performance measurement.

This video will cover basic of finance parameter ( Beta, Sharpe Ratio, WACC, Time value of money concept, cost of equity, cost of debt , Risk free premium etc.)

This video will tell Portfolio Insurance options strategy with example.

Trader  will able  understand derivatives.

This video will tell  trader about  Hedging , Speculation and Arbitrage basics.

This video will tell investors or portfolio managers difference between future and options.

This video tell investors or  portfolio managers about Pricing in future contract.

this video will tell about factors impacting options trading. can be used by hedge fund manager to avoid losses in hedge fund investment.

this video will tell about factors impacting options trading. can be used by hedge fund manager to avoid losses in hedge fund investment.

This video will tell investor about VIX and its relationship with other Index , beta and application.

This video will tell Put Call Ratio (PCR) and its application to use for swing and intraday Trader. This can be used by hedge fund.

This video will covers fixed income security definition, various type of fixed income securities , advantages and disadvantages of fixed income security. this video will cover bonds , real & nominal interest rate a long clean and dirty price details. Aside coupen yield, ytm also covered.

This video will tell investor about basics of annual report and its description in details.

this video will tell investor or portfolio about income statements or profit loss statements.

this video will tell analyst for balance sheet details and its parameters.

This video will tell about different type of cash flow in finance.

This video will cover different kind of financial ratio which is used for valuations.

This video will tell portfolio manager or investor about basics of modern portfolio theory, its use , beta, CAPM and MPT difference, advantages and disadvantages of MPT. What factors have to taken in MPT while taken in to consideration , has been told investors and Portfolio managers.

This video will tell investors or portfolio managers about active , passive portfolio management, NAV, UTI, REITS, HEDGE FUNDS, Entry/Exit loads, fees, advantages and disadvantage of portfolio management etc. 

This video will tell different kind of valuation methods which can be used by Intelligent Investor or Analyst.

Frequently Asked Questions

The primary objective of this course is to equip participants with the knowledge and skills necessary to analyze various investment options and to effectively manage investment portfolios.

This course is suitable for a wide range of individuals, including finance students, aspiring investment analysts, portfolio managers, financial advisors, and anyone interested in improving their investment decision-making skills.

Fundamental and technical analysis, Risk and return concepts, Portfolio theory and asset allocation, Investment strategies, Performance measurement and evaluation, Behavioral finance

While prior knowledge of finance can be beneficial, it is not mandatory. The course is designed to accommodate both beginners and those with some experience in finance, providing foundational concepts before moving to more advanced topics.

The course is typically structured into modules that combine theoretical knowledge with practical applications.
Course Preview
(4.1)
9hr 5min
₹2800 ₹4500
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