The objective of this training program is to provide delegates with the necessary skills, information, and techniques that will allow them to develop the competencies that are needed to manage the portfolio of their wealth generated in work and life.
The program will commence with educating the delegates on the various classes of assets available and will thereafter graduate to learning how to build and manage wealth efficiently.
Financial Statements Analysis
How to examine wealth generated and wealth applied
Fundamentals of Time Value of Money - Compounding and Discounting
Equity Markets
Overview of equity markets in India
Valuation of Equity Securities using several techniques
Fixed Income Securities
Fixed Income Securities Market in India
Types of Fixed Income Securities
Valuation of Fixed Income Securities
Derivatives - Meaning, Valuation and Trading Mechanism
Overview of Forwarding Contracts
Overview of Futures
Overview of Options
Arbitrage Real Estate Market in India – An Overview Commodities Market in India – An Overview Taxation Structures in India Determining an optimal portfolio and mitigating risks.
A-302, Shivner Plaza,
Plot No. 08, Sector-15, Sanpada,
Navi Mumbai- 400705
+91 9967813782
+91 9004459173
Copyright © ICAPITAL Wealth and Distribution Services © 2022. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor | ARN-