Explore Workshop Modules

Ms Finance - Financial Empowerment for Women

Time: 9.30 to 5.30 p.m

Concentrates on the art of stock market investing for women. It’s a sincere effort stressing on the fact that women empowerment and financial independence go hand in hand. It’s a clearly-defined path inspiring financial literacy of women making way for an able economy.

Program Agenda
  • Financial Literacy for Women, an Exclusive Discussion
  • Understanding Risk: Risk Averse vs Risk Aware & Making Your Kids Money Aware
  • Importance for Investments
  • How to Start Your Investing Journey
  • Types of Investments
  • Setting Right Expectations from Investments
  • Understanding Financial Products from a Woman's Perspective
  • Mutual Funds - The How & Why of Mutual Funds
  • Simplified Investment Ideas, Common Sense Approach to Investments, Fire Chat, The Beginning Valedictory

Value Stock Picking

This is nothing less than an art as it is all about the understanding of our financial needs and objectives and matching them with the right investment strategy to ensure that we get the best returns.

Program Agenda
  • Concept of Limited Liability in respect of Companies
  • Objective of Fundamental Analysis
  • Segments of Fundamental Analysis:
  • Financial Statements as the primary tool for Fundamental Analysis
  • Consolidated vs Standalone Financial Statements
  • Construction of Financial Statements:
  • Concept of Ratio Analysis
  • Classification of Ratios:
  • Analysis of Profit & Loss Account
  • Determination of EPS
  • Non-Current Assets
  • Working Capital
  • Capital Structure
  • Understanding Price Earning (P/E) Multiple (Making Wealth is more than making money)
  • Determining Fair Value of shares of Listed Companies
  • CAGR determination (Exercise on EXCEL)
  • Projections/ Forecasts of Future:
  • Sectorial Analysis
  • Macro-Economic Analysis (Effect on Stock Markets)

Note: The entire program will be interpolated by Case Studies

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Technical Analysis & Derivatives Trading Strategies

In this intricate but interesting arena of stock market trading, people find the derivatives to be one of the most complex financial instruments. Trading becomes more interesting with the two friends that we can have-Futures and Options.

Right training can help you in simplifying the complexities of derivatives trading. So gain expertise and enjoy the derivatives trading thus scripting your own success story with Futures and Options!

Program Agenda
  • Understanding Open interest cycle and sequence of change in open interest
  • Determining the next day movement using Implied Volatility
  • Range of Put call ratio (PCR) for 50 liquid stock option and positioning a trade using PCR
  • Deviation of Implied Volatility for long and short Volatility positions (based on historical data)
  • Trading Nifty and Bank nifty Option using data. f) Expiry day trading: Zero to Hero strategies with historical trades
  • Intra-day trading using counter trend concept.
  • Determining the point of change in sentiments
  • Target determination and trailing profits
  • Trading intraday waves for Indexes
  • Rule based stop-loss and risk management
  • How to trade Mid & Small cap stock with Indicators

Note: The entire program will be interpolated by Case Studies

One-Day Workshop on Stock Market

It is simplified by busting the wrong perceptions and participants will develop an understanding on stock Market in a simple, yet effective way of learning.

Program Agenda
  • Basics & Common-Sense Approach
  • Investing Techniques (Fundamental Analysis)
  • Trading Techniques ( Technical Analysis)

Mutual Fund Investing & Financial Planning

Empirical evidences have proved that mutual funds have generated inflation beating returns and also have been able to offer superior returns compared to traditional asset classes. Important life events viz. retirement, children higher education expenses, foreign vacations, personal aspirations and more can be planned and achieved through mutual funds & Financial Planning.

MUTUAL FUNDS INVESTING SIMPLIFIED
Program Agenda
  • Evolution & Purpose of introduction of mutual funds, Three-tier structure, Features
  • Important Terms to learn: AMC, SID, NFO, NAV, Units, Open-ended, Closed-ended, Entry/Exit Loads, Expense Ratios, Corpus/AUM, Average Maturity, Duration, Accruals, YTM, Rated/Unrated Papers, Fact Sheet, Benchmark, Beta, Alpha, Standard Deviation, Sharpe Ratio, Time Stamping
  • How NAVs are calculated
  • How mutual funds largely work
  • Fund Management basics
  • Options – Growth & Dividend (including workings); which option to choose
  • Direct & Regular Plans; pros and cons of choosing them
  • Investor risk categories integrating with different mutual fund themes
  • Pure Debt, Pure Equity & Hybrid Schemes (all types of schemes explained with purpose & investing utility)
  • How to invest in ELSS (tax saving equity schemes)
  • How to pick the right mutual fund scheme
  • Whether buying stocks or investing in mutual funds is better
  • SIP, STP, SWP, DTP
  • Role of advisors in mutual fund investing
FINANCIAL PLANNING WITH MUTUAL FUNDS & INSURANCE PRODUCTS
  • Developing Financial Status
  • Differentiating between Unforeseen & Foreseen Events of life
  • Mapping mandatory & lifestyle expenses
  • Inflation calculation for post-retirement expenses, children education & children marriage related expenses
  • Understanding interest rates for retirement planning & other future goals
  • Differentiating between Investment & Insurance
  • How to choose right term plan and health insurance plan
  • Why one should avoid traditional plans
  • Developing a financial plan with tools
  • Integrating mutual funds & insurance products into financial planning
  • How to become “financially prepared” and being “fully invested” for types of life goals
  • Managing real estate investments & loan management
  • How to plan for when to retire
  • Estate management basics