portfolio-planning-for-beginners

Program Overview

  •   Language : English

  •   Target Audience : School Students

  •   Duration : 29 Minutes

  •   Program Type : Self-paced program

Program Details

In today’s fast-growing economy, it is crucial to understand where and how to invest and have a detailed plan under your sleeve to build and manage your investments. In this beginner program of Portfolio Planner, you will be learning about how to identify the right investment option according to your needs, how much to invest in an investment option, how to start your first investment and much more. With practical demonstration and creative learning methods you will learn how to plan your investment portfolio and enhance your skills in the real world.

Curriculum

Module 1 - Where to Invest

  • How to identify right investment options
  • Identifying consistent investment options
  • Effect of Inflation

Module 2 - How much to invest in any investment option

  • General portfolio planning
  • Investing as per your age
  • Investing as per 10-5-3 rule

Module 3 - Identifying companies with good return potential

  • Think like a customer
  • Think like a trader
  • Think like an investor

Module 4 - Starting first investment

  • Simulation
  • Tradeoff between trading and investing

 

Objectives

  • To learn how to carefully plan a portfolio
  • To understand where and how much to invest while making a decision
  • Enhance your understanding and practical knowledge of investments in various sectors.

 

Benefits - 

  •  Develop smart analysis skills towards investments and portfolio planning

           This program will help you enable your skills and understanding to utilise and analyse while investing in various investment options.

  • Understand all the aspects of Identifying right investment options

           Learn all the aspects of the market before starting your investments

  • Clarify doubts in live doubt clearing sessions

           You will be provided with a session where you can clear all your doubts and make your understanding towards Portfolios finer.

  • Industry recognised certification from the industry leader in Financial Literacy

           After the completion of the program, a recognised certification is provided to the student on completion of the whole course

Mentor

 

Mr. Arpit Gupta

Mr. Arpit Gupta is an alumnus of the coveted IIM Lucknow, Batch of 2013 where he specialized in Finance and Marketing.  Mr Gupta has a rich industry experience of more than 10 years and more than 3 years experience as a Financial Literacy Coach.

His areas of expertise include:

  • Stocks analysis and investment planning
  • Fundamental and Technical Analysis of Stocks
  • Analyzing Financial books and financial decision-making