Managing a Portfolio of Investment: Building a Practical Life Skill

Program Overview

Never depend on single income. Make investment to create a second source.’ -Warren Buffet

Principally, there is unanimous consensus to the above statement. However, problem is at implementation. Experience from experts in other walks of life like Doctors, Engineers, Architects, Scientists, Executives and even people in Businesses shows that they often fumble when it comes to personal finance.

The course attempts to make the entire activity of investment simple, logical and efficient.

The program, ‘Managing a Portfolio of Investment: Building a Practical life skill’ attempts to address this unmet need.

Programme Objectives

The primary objective of this course on ‘Managing Portfolio of Investment’ is to demystify the art and science of investing.

  • To understand your personality in terms of your appetite for risk.
  • To understand the choice of investment options - Property, Gold, Debt Instruments and Equity Instruments –and resolve the conflict between the risk & return and liquidity & return.
  • To understand the need to insure and to figure out the amount of insurance you need as life cover. 
  • To learn to calculate in excel, returns on various investment options.
  • To learn to build an efficient and well balanced portfolio of personal finance that offers you optimum returns given your life goals and risk appetite.

Program Benefits

Accepting Maslow’s Hierarchy of human needs, after fulfilling the physiological needs, the need for safety weighs heavy on human mind. A feeling of safety emerges when one is able to take care of the financial needs. This leads to rise in self-esteem that paves the way for self-actualization.

This practical life skill can make a person more focussed and productive in the job.

Programme Pedagogy

This programme is designed to enable participants in understanding of the FinTech space and its business case applications. The programme would be conducted through classroom discussions, case studies and developing practical application exercises.

Programme Content

  • How to select the right investment options?
  • Understanding historical returns from Property, Gold, Debt Instruments and Equity Instruments as a guide to construct a well balanced portfolio.
  • What is the best form of insurance for life cover?
  • Understanding the Time Value of Money
  • How are prices of stocks and bonds determined?
  • What are the forces that move stock prices?
  • Fundamental Analysis
  • Technical Analysis
  • What is mutual fund? How to select a mutual fund?
  • A hands down session in excel for calculating returns from all forms of investment.

Who should attend

  • Corporate Executives, where the corporates mean to take care of the personal needs.
  • Professionals, who do not have Finance or Economics background
  • Everyone who finds Managing a Portfolio of Personal Investment intriguing.   

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Programme Dates & Fees Details :

Mumbai Campus :

Date

 Dec 14th - 15th ,  2018

 Time

 09:30 a.m. - 5:30 p.m.

 Fees

 Rs. 25,000 + Taxes

Delhi Centre :

Date

 TBA

 Time

 09:30 a.m. - 5:30 p.m.

 Fees

 Rs. 25,000 + Taxes

 

Discounts on Fees

 Early Bird for first 5 participants

15%

 Group of 5 to 6 participants

13%

 Group of 3 to 4 participants

10%

 Bhavans Alumni ( SPJIMR, SPCE & SPIT)

15%

 

Contact Details:

Mumbai Campus:

Contact person: Sonal Bajla
Tel:  +91 22 61454296/ 9167478295
Email: sonal.bajla@spjimr.org

Delhi Centre:

Contact person: Bharat Khanna
Tel:  +91 8130545577
Email: bharat.khanna@spjimr.org

 

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SPJIMR
Bhavan's Campus
Munshi Nagar | Dadabhai Road,
Andheri West | Mumbai - 400 058, India
Tel:+91-22-2623-0396/ 2401
      +91-22-2623-7454
Fax:+91-22-26237042
www.spjimr.org

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