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2 days Course on Portfolio Construction

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Course offered by Stock Market Institute

19 reviews

Course on Portfolio Construction:

Your financial future is valuable for you and achieving your financial goals is a fulfilling experience in itself. These goals can be achieved through building a strong portfolio.

Portfolio as you know is a combination of securities such stocks, shares, mutual funds and bonds The process of blending together these asset classes to obtain returns with minimum risk is called Portfolio Construction. This is nothing less than an art as it is all about the understanding of our financial needs and objectives and matching them with the right investment strategy to ensure that we get the best returns,

The success of a powerful portfolio lies in the way it deals with the complexities of the market while ensuring that it tides over the turbulent times.

Do you aspire to know how to build such a kind of portfolio which can be your strength during your tough times?

Then look no further. Stock Market Institute, Bangalore proudly presents a two day program on â??Value stock pickingâ??. What makes this program more significant and interesting is that Mr Sanjiv Dandona, a renowned Financial advisor and Corporate trainer will be enlightening you about the strategies of value stock picking and Portfolio construction . With his comprehensive knowledge and amazing expertise, Mr Sanjiv Dandona will guide you towards reaching your goal.. constructing your powerful investment portfolio.

Certificate Awarded:

Certificate Course in Portfolio Construction from SMI

Course Duration:

2 days

Class Schedule:

1st and 2nd September

10:00 AM to 5.00 PM with lunch & high tea


Program taught by

Sanjiv Dandona

(Chartered Accountant)

Engaged as Advisor â?? Commercial Operations of Pentacle Consultants (India) Pvt Ltd.

Associated with Welingker Education.

Engaged in development of content for BSE Institute on various topics such as Financial Management, Security Laws etc.

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Intro Video

About the Trainer

4.8 Avg Rating

19 Reviews

143 Students

9 Courses

Stock Market Institute

Chartered Accountant

Engaged as Advisor Commercial Operations of Pentacle Consultants ( India) Pvt Ltd.

Associated with Welingker Education.

Engaged in development of content for BSE Institute on various topics such as Financial Management, Security Laws etc.

Professional Experience:
a) Financial Advisory Services

- Dealing with different clients to understand their Business & guide them on various Business Transactions as a Business Consultant.

- Managing their financial systems and budgets

- Carrying out periodic Risk Analysis about the various financial decisions of the company

- Conducting regular meetings with the senior management & providing expert financial advise for the decision making process

- Advisory on Direct & Indirect Taxation

- Advisory on FEMA, Import & Export Policy

- Mergers & Acquisitions

- Business Valuations

- Project Management
- Equity & Debt Syndication

b) Training & Academics

Corporate Training Programs:

Conducting training programs for Corporates in the following areas:

1. Banking Laws & Operations including Enforcement of Securities under SARFASEI Act. Insolvency & Bankruptcy Code, Negotiable Instruments Act
2. Collections by Banks & NBFCs
3. Finance for Non Finance Professionals
4. Preparation of Financial Statements, Analysis of Annual Reports.
5. Costing, Budgeting & preparation of Business Plans
6. Commercial Management for Engineers
7. Direct Taxation
8. Indirect Taxation (GST)
9. Corporate Laws
10. Mergers & Acquisitions
11. Capital Markets : Fundamental Analysis, Valuation of Shares etc
12. International Financial Reporting Standards.

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Reviews (1)

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Investment Planning

"He is an excellent motivator and teacher for stock market. "

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Stock Market Institute https://www.urbanpro.com/assets/new-ui/institute-100X100.png Jayanagar 4th Block
0.0051
Stock Market Institute
N

Investment Planning

"He is an excellent motivator and teacher for stock market. "

Have you attended any class with Kunal?

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