Learn Portfolio Management in Stock Market

Learn how risk profiling drives portfolio management by assessing risk required, risk capacity, and risk tolerance, while building an emergency fund and identifying suitable asset classes.

Profile your risk tolerance, define goals and time horizons, and use Excel to calculate required returns for a diversified asset allocation across equities, debt funds, gold, and mutual funds.

Learn to calculate your required rate of return for multiple goals and introduce financial instruments while building a goal-based portfolio with debt, equity, bonds, debentures, fixed deposits, and mutual funds.

Learn to invest in equity through direct and managed routes, apply fundamental and technical analysis, and build a diversified long term portfolio using Excel, stock screeners, and market cap categories.

Create a diversified equity portfolio across at least five sectors and ten companies, aligned with Nifty 50 constituents, and consider gold, dollar, and crude oil correlations for hedging.

Create an equity portfolio in Excel with sector allocations and share calculations, then analyze performance to illustrate diversification, risk, and blue-chip stock selection.

Create a virtual portfolio on the money by dotcom platform using one crore virtual rupees, sign up or log in, invest in stocks, mutual funds, bonds, fixed deposits, and gold.

Learn to allocate money and build a personal portfolio around your goals. Explore equity and debt allocations, risk tolerance, time horizon, and rebalancing to reach targets.

Learn how to allocate capital across gold (physical, ETFs, wallets), equity via a demat account, and debt instruments (bonds, debentures, gilt funds and debt ETFs), with broker guidance.

Explore portfolio management fundamentals, risk profiling, and diversified equity strategies, including index and gold exposure. Learn to use currency derivatives (USD/INR) to hedge risk and enhance returns.

Reconstruct and rebalance a diversified portfolio across gold, equity, and debt; assess risk, monitor governance issues, and understand a two percent creation fee with six-month reviews.