Wealth Management (Intro)

by BSE Varsity Institute Limited Claim Listing

At the end of this course you will understand Investment concepts and products, the process of goal-based financial planning and asset allocation.

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Course Details

At the end of this course you will understand Investment concepts and products, the process of goal-based financial planning and asset allocation.

 

Curriculum:

  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation
  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets
  • Fundamental Analysis
  • Financial Ratios
  • Valuation Ratios and Multiples
  • Technical Analysis
  • Market Indicators
  • Mumbai Branch

    Phiroze Jeejeebhoy Towers, 18th & 19th Floor, Dalal St,, Mumbai

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