Financial Intensive Program

Table of Content

 

1. Welcome & Program Overview

  • Objective of this Intensive Program
  • Maximizing Your Learning Experience

2. The Strategy of Buying Low and Selling High

  • Identifying Investing Challenges & Solutions
  • In-depth Analysis of Price Earning (PE) Ratio
  • Better way to use PE Ratio
  • PE Ratio of Sensex & Nifty
  • Mindset of a successful Investor
  • Applying PE Theory to Nifty 50
  • Applying PE Theory to Nifty Next 50
  • Financial Planning Fundamentals
  • Module 1 – Frequently asked Questions
  • Coronavirus Impact – Mar 2020 – Stock Market

3. Excel Based Financial Planning: A How-To Guide

  • Understanding Annuities
  • Calculating Future Value of Annuities
  • Calculating Present Value of Annuities
  • Annuities-Practical Application
  • Calculating Required life Insurance Cover
  • Achieving True Financial Freedom
  • Calculating Rate
  • Calculating Payments
  • Retirement Plan for a 20 year old
  • Retirement Plan for a 30 & 40 year old
  • Growing Annuity & Planning for 40 year old and above
  • Why Creating Wealth is difficult?
  • Excel Sheet – Future Value of n. Growing Annuity – PDF File
  • Calculating IRR & XIRR
  • Financial Planning ebook – PDF file

4. Exploring Sector rotation and Alternative Investments

  • Earning Vs P/E Ratio
  • Economics Behind 15% CAGR Assumption
  • Earning Analysis
  • Forecasting Nifty Level in 2035
  • Forecasting Sensex level in 2035
  • Gold – Alternative Investment?
  • Housing – Alternative Investment?
  • Debunking Bitcoin Myths
  • Understanding Sector Rotation Cycle
  • Is a Sectoral Index Cheap?
  • Why Infra and Metal Index in 2020?
  • Why PSU Banks in May 2022?
  • Important Sector Update
  • Index Fund vs other Mutual Funds
  • When to Invest in Nifty Next 50?

 5. Dow Theory

  • Understanding the Relevance of Dow Theory
  • Essential Principles of Dow Theory
  • Using PE Ratio with Dow Principle
  • Dow Theory Rules
  • Practical Application from 2000 to 2003
  • Practical Application from 2003 to 2007
  • Practical Application from 2008 to beyond
  • Most Important : Dow Assignment
  • Framework for Effective Portfolio Management
  • Dow Theory ebook – PDF file

 6. The Art of Picking Individual Stocks

  • Grade A Moats
  • Grade B Moats
  • Grade C Moats
  • Identifying High Quality Businesses – Quantitative Parameters
  • Understanding Income Statement
  • Combining Quantitative Metrics & Cash Flow Analysis
  • Step-by-Step Procedure to select Individual Stocks

 7. Discount Cash Flow – Business Valuation

  • Introduction to DCF
  • DCF Fundamentals
  • DCF – Advance Techniques
  • DCF – Practical application – Example 1
  • DCF – Practical application – Example 2
  • DCF – Practical application – Example 3

 8. Charting – Technical Analysis

  • Basics of Charting
  • Advanced Charting Techniques
  • Bullish and Bearing Engulfing – d. Candlestick Patterns
  • Bullish and Bearish Engulfing + f. Piercing and Dark Cloud
  • Piercing and Dark Cloud application + Bearish & Bullish Harami
  • Charting Practical Application

 9. Live Session – Practical Application

  • Understanding Debt Funds – Part 1
  • Understanding Debt Funds – Part 2
  • Index Fund vs ETF
  • Hands-on Buy – Sell Strategies

 10. Current Market update (Live)

Transform Your Investment Approach! Gain insights into effective diversification, improve your market understanding and create a solid investment plan. Secure a brighter financial future with our expert guidance.

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