Content Language – English
Duration – 300+ Minutes
Videos – 13 Videos
Who is it for – Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.
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|Asset Allocation||– What is asset Allocation
– Why do we need asset allocation
– How does it generate risk adjusted returns
|Goal Based Planning||– Time Value of Money
– Goal Based Planning Case Study
Child Education Planning
Child Marriage Planning
|Types of Equity Funds||– Scheme Categorization
|Macro Economics||– Understanding how the macro factors affect equity
|Risks & its practical
|– Standard Deviation
|Return & its practical
– Point to Point v/s Rolling Returns
|Risk Adjusted Returns &
|– Sharpe Ratio v/s Treynor Ratio – When to use which ratio?
– Alpha – Is not, Benchmark (minus) Scheme return.
– Sharpe v/s Sortino – Which is a better ratio?
– Sortino v/s Information – Which one to be used for aggressive and which one for moderately aggressive clients?
|Other Ratios||– R-Squared
|How to select the
right Equity MF
|– Studying the past data points around rolling returns, risk adjusted returns and market performance during up and down trending markets
– Getting your sector allocation correct – Forward looking
– Understanding Growth v/s Value
– Investing based on market P/E & P/B levels
– Understand valuation ratios like EV / EBITDA, Dividend Yield, Price / Sales, P/E & P/B and how to use which ratio to analyse which sector and stock under & over valuation
– Deep dive in the portfolio to understand portfolio suitability to markets & economics