Investment Management Programme
by Kredent AcademyKolkata, Mumbai, Bhubaneswar |
Medium of instruction: | English |
Investment Management Program is the course for enterprising participants in the stock market who want to learn the nuances of Investing for wealth creation and capital appreciation.
As an individual accumulates wealth, he / she is presented with the opportunity of investing that wealth, in order to not just preserve it, but to create additional wealth from those investments. Successful investing in the long run has yielded handsome returns for practitioners well versed in it. However, it requires both a specific mindset and a comprehensive knowledge of various financial methods and mental models. Taking the correct investment decision at the right time becomes of paramount importance.
This course aims to acquaint the participant with the strategies on how to manage their investments, simply, timely and wisely. The participants learn how to take care of their investments using well-defined investment goals, proper planning and clear guidelines to effectively manage their portfolio for maximizing returns using various tools and techniques of investing as well as trading in the market.
Methodology
- Experience learning from faculty members who has been a top professional investor managers
- Open platform to interact with the Chief Faculty Mr. Pankaj Gupta*, and Mr. Vivek Bajaj
- Free Membership of Investment Club, a monthly investment meet club
- Computer Lab for Financial Database and access to library books
- Dedicated 50 minutes of individual guidance from Fund Manager
- Discussion of Investment Ideas during the course delivery
- Practical Market view and Analytics
- Real-time Investments/Trading
Course Structure
Module 1 - Identifying good opportunities
- Introduction to Asset Classes & various Investment Instruments
- Basics of Capital Market, IPO,Overview of Debt Market
- Indirect investments in equity markets through Mutual Funds, PMS and Insurance
- Basics of Investment Research
- Valuation & Sector Allocation
- Advance Valuation Techniques
- Value Investing
- Corporate Governance - Case Studies & Risk Management
- Systematic Investment and Tax planning
- Understanding Commodities
- Understanding Currency
Module 2 - Trading identified opportunities
- Investment Vs. Trading
- Trading using Technical Analysis
- Fundamental V/S Technical
- Fascinating Fibonacci
- Dow Theory
- Trend & Trendlines
- Support & Resistance
- Charts
- Japanese Candlestick Pattern
- Chart Pattern
- Moving Averages
- Indicator & Oscillator
- Importance of volume
- Swing Trading
- Money Management
Chief Faculty
Mr. Pankaj Gupta, CS, MBA (IIM)
Pankaj Gupta has an experience of over 10 years spanning in the areas of Fund Management, Equity Research and Corporate Banking and worked in leading financial groups including SBI, ICICI, HDFC, UTI & L&T. He is a commerce graduate from St. Xavier's College, Kolkata who has done his Company secretary and his MBA from Indian Institute of Management, Lucknow specializing in Finance and Strategy.
Pankaj has Managed various kinds of equity oriented funds including diversified, large cap, contrarian, balanced, sectoral and thematic funds with over 6000 crores of equity assets.
Several of the funds managed by him have received industry recognitions for their consistent superior risk-adjusted performance and won several awards from independent Indian and various global agencies such as CRISIL, CNBC TV 18, ICRA, Reuters Lipper and got top ranking in Value Research/ET Fund Tracker.
Over a period of time, Pankaj has acquired strong skills of understanding businesses and creating wealth for its investors. He is also a strong believer of giving back to society. With his accumulated knowledge wealth over a period of time, now he has moved ahead and ventured in for helping Indian investors acquire necessary skills to manage their investments wisely.
Classroom - Weekend | ||||
When | Duration | Where | Remarks | Price |
Not Specified |
6 Weeks |
All Venues | Three hours per class, Saturday (2 PM – 5 PM) & ... more |
INR 18,000 Per Course (Taxes As Applicable) |
Mumbai, Goregaon East (Branch):- 921, Corporate Avenue, Sonawala Cross Lane, Near Udyog Bhavan Goregaon East, Mumbai - 400 063 , Maharashtra, India
Kolkata, Salt Lake (Branch):- Kredent Tower J 1/14, Block – EP & GP, Sector V Salt Lake, Kolkata - 700091, West Bengal, India
Kolkata, Brabourne Road (Branch):- 4,Brabourne Road Passport Office Building (4th Floor) Brabourne Road, Kolkata - 700001, West Bengal, India
Kolkata, Gariahat Road (Branch):- 23/54 Gariahat Road 2nd Floor Landmark: Near City College Gariahat Road, Kolkata, West Bengal, India
Bhubaneswar, Chandra Sekhar Pur (Branch):- Mahanee Complex 1st Floor, Near Petrol Pump Chandra Sekhar Pur, Bhubaneswar - 751016, Orissa, India
Kredent Academy
Kredent Academy is the unique concept where industry professionals have taken the onus of creating a strong knowledge bank in their area of expertise by bridging the gap between theory and practice and by incorporating the practical mode of imparting training.
Currently there is a strong prevalent disconnect with respect to the value that vocational courses add to the career of an individual. This results in a wide gap between graduates and employable graduates. Kredent Academy through its clear philosophy of “education meeting experience” emphasizes the need and relevance of structured real life training modules in multiple business verticals.
Our Strengths
- Real-time market study in live market resources
- Scientifically designed courses by a knowledgeable team, having market experience
- Training by subject experts from the industry
- In-house developed softwares to facilitate learning
- In-house developed question bank for various preparatory courses
- Web integrated model to support learning
- Relevant education to fulfill industry requirements
- Access to an exclusive in-house finance library
- Access to market discussion forums like OPTIONS CLUB
Study Methodology
- Real-time market study in live market set-up
- Scientifically designed courses by a knowledgeable team, having market experience
- Training from industry experts
- In-house developed softwares to facilitate learning, speed and accuracy
- Web-integrated model to support e-learning
- Relevant education to fulfill industry requirements
The core philosophy of providing the most practical knowledge on the subject in imbibed in each and every course module we develop. The following chart is the benchmark principal for all course modules.
Theoretical understanding of subjects becomes a very important part of the learning process. The following graph highlights the modus operandi of content coverage. First quartile of the course has more concentration on theory as we move to the last quartile the theory content is reduced and practical exposure increases.