Training Program - On Group Demand Managing Investments for Wealth Creation
Program Objectives This program is targeted to equip participant for creating wealth by managing investments using a scientific approach focused on long-term wealth creating by overcoming the psychological issues of greed and fear associated with investments.
Program Content
  • Investment environment and dynamics of investments.
  • Understanding equity investments: P/E ratio, Indexing, myth of timing the market etc.
  • Understanding science of investment to overcome Fear-Greed trap
  • Comparing investment alternatives based on Return, Risk, Maturity, Liquidity and Tax treatmen
  • Understanding process of individual risk profiling and strategic asset allocation
  • Creating wealth beyond market cycles using Rupee cost averaging (SIP) & Value Averaging (STP)
  • Importance of goal based financial planning using insurance, ULIPs, mutual funds, ETFs, Real Estate, Gold and alternative investments
  • Case Study on a comprehensive cash flow based financial planning for wealth creation
Participants Profile
  • Anyone who is interested in his own financial well being by managing his investment in a systematic manner.
  • Employees of banks handling wealth management and investment desk
  • Stock brokers and employees of brokerage houses who want to turn themselves into financial supermarket
  • Graduates in any discipline who wants to make their career in the area of Investment & wealth management
  • HNIs, house wives and any individual who wants to learn about Investment management.
Duration and Timing One Day . 9.30 am to 5.30 pm
Fees Rs. 7,500.00 + 10.30% (Service Tax + Education Cess) per participant, inclusive of tuition fee, study material and lunch.