Asset Classes: Valuation | Planning | Portfolio Management

Master art of asset valuation, portfolio management, and strategic financial planning to achieve your financial goals.

What you'll learn

Fundamentals of equity, debt, physical assets, ULIPs, and derivatives.

Valuation techniques and financial planning strategies.

Portfolio management and risk mitigation.

Practical insights into retirement planning, tax strategies, and investment options.

Advanced concepts like technical analysis, hedging, and option pricing.

Requirements

Basic understanding of financial markets is recommended but not mandatory. A calculator and access to spreadsheet software for practical exercises. Interest in personal finance, investments, or portfolio management.

Description

Introduction:Understanding the nuances of asset classes is essential for anyone aiming to navigate the financial markets effectively. This course provides an in-depth exploration of equity, debt, physical assets, ULIPs, and derivatives. You’ll learn valuation techniques, investment strategies, and financial planning to maximize returns while mitigating risks. Designed for both beginners and experienced investors, this course blends theory with real-world application to build confidence in managing diverse asset portfolios.Section 1: Equity and Security ValuationThis section introduces the principles of equity valuation, from understanding fundamental and technical analysis to exploring various equity funds such as mid-cap, small-cap, and international equities. Students will delve into key topics like equity tax planning, broker contracts, and equity trade reports. Analytical tools and portfolio summaries are also covered, enabling participants to evaluate realized and unrealized gains effectively.Section 2: Debt Equity Asset ClassDiscover the dynamics of debt-equity instruments in this section, including mutual fund terminologies, risk-return hierarchies, and accounting valuation. Students will explore strategic financial planning, retirement planning, and methods for selecting the right funds. Real-world applications include creating sample financial plans and analyzing company fixed deposits, reverse mortgages, and risk management strategies.Section 3: Physical Asset ClassThis section focuses on the valuation and management of physical assets like gold, silver, jewelry, and real estate. Students will learn strategies for retirement planning, risk management, and financial planning using physical assets. Practical applications include calculating future value and fixed deposits while understanding their role in portfolio diversification.Section 4: Unit Linked Insurance Plans (ULIPs)Explore the intricacies of ULIPs and their role in financial planning. This section covers market basics, economic indicators, and detailed insights into insurance companies and their offerings. Participants will learn to evaluate ULIPs as investment and insurance tools while understanding how they integrate into a broader financial strategy.Section 5: Derivatives Asset ClassThis advanced section demystifies derivatives, including options, futures, and forwards. Students will gain a clear understanding of derivative markets, option pricing models, and hedging strategies. Practical examples like bear spreads, long-call options, and margin trading operations prepare participants to manage risk effectively using derivatives.Conclusion:By the end of this course, you will have a comprehensive understanding of asset classes, valuation techniques, and strategic financial planning. Whether you aim to diversify your portfolio, optimize returns, or plan for long-term financial goals, this course equips you with the knowledge and tools to succeed.

Overview

Section 1: Equity and Security Valuation

Lecture 1 Introduction to Equities and Security Valuation

Lecture 2 Security Valuation

Lecture 3 Fundamental Analysis

Lecture 4 Advance Mutual Fund Advance

Lecture 5 All Equity Fund

Lecture 6 Equity Banding

Lecture 7 Equity International

Lecture 8 Midcap Equity

Lecture 9 Equity Small Cap Fund

Lecture 10 Equity Tax Planning

Lecture 11 Equity Other

Lecture 12 Best 3 Funds to Buy Category

Lecture 13 Equity Large Cap

Lecture 14 Equity Farma

Lecture 15 Technical Analysis

Lecture 16 Types of Trend Time

Lecture 17 Dow Theory Example

Lecture 18 Asset Stocks

Lecture 19 Continue on Asset Stocks

Lecture 20 Income for Asset

Lecture 21 Import options in Equity

Lecture 22 Equity Broker Contracts Notes

Lecture 23 Continuation of Import Options in Equity

Lecture 24 Equity Trade Report

Lecture 25 Data Entry for Report Generation

Lecture 26 Analytical Portfolio Summary Option

Lecture 27 More Details on Analytical Portfolio Summary Option

Lecture 28 Analytical Transactions and Accounts Option

Lecture 29 Analytical Transactions and Accounts Detailed Options

Lecture 30 Analytical Return Option

Lecture 31 Advance and Miscellaneous options

Lecture 32 Analytical both Realised and Unrealised Gain and Loss

Lecture 33 Analytical only Realised Gain and Loss

Lecture 34 Conclusion to Equities and Security Valuation

Section 2: Debt Equity Asset Class

Lecture 35 Introduction to Debt Equity Asset Class and its Valuation

Lecture 36 Mutual Fund Terminologies

Lecture 37 Risk - Return Hierarchy of Different Funds

Lecture 38 Accounting Valuation and Taxation

Lecture 39 Value Research

Lecture 40 Value Research Continue

Lecture 41 Investment Policy and Restriction

Lecture 42 Investor Services

Lecture 43 Growth and Income

Lecture 44 Model Recommendation for Portfolio Allocation Based on Risk

Lecture 45 Offer Document

Lecture 46 Strategic Financial Planning

Lecture 47 Selecting the Right Fund

Lecture 48 Mutual Fund Performance

Lecture 49 Sample Financial Plan

Lecture 50 Risk Management

Lecture 51 Retirement Planning

Lecture 52 Risk Planning

Lecture 53 Financial Management

Lecture 54 Strategies to Rectify a Shortfall

Lecture 55 Provide for Shortfall at Disability

Lecture 56 Business Insurance

Lecture 57 Synthesis and Recommendations

Lecture 58 Implementation

Lecture 59 Appendix B Cash Flow Position

Lecture 60 Calculate Future Value

Lecture 61 Fixed Deposit Calculate

Lecture 62 Choosing the Right Investment Options

Lecture 63 Company Fixed Deposits

Lecture 64 Protection Related Product

Lecture 65 Reverse Mortgage

Lecture 66 Targate Dates

Lecture 67 Targate Dates Continue

Lecture 68 How Much you Should Invest to Create your Retirment Fund

Lecture 69 Retirement Corpus You Require Getting Regular Cash Flow

Lecture 70 Understand your Net Worth

Lecture 71 How Do you Manage Your Money

Lecture 72 Investment Philosophies

Lecture 73 Mutual Fund

Lecture 74 Continue on Mutual Fund

Lecture 75 Asset Master Mutual Funds

Lecture 76 Important Of Mutual Fund Statement

Lecture 77 Importing Data

Lecture 78 Import Bond Transaction

Lecture 79 Deposit Transaction

Lecture 80 Bond Transactions

Lecture 81 Data Entry for Report Generation

Lecture 82 Released and Unreleased Equity MF

Lecture 83 Debt - Equity Asset Conclusion

Section 3: Physical Asset Class

Lecture 84 Introduction to Physical Asset Class and its valuation

Lecture 85 Sample Financial Plan

Lecture 86 Risk Management

Lecture 87 Retirement Planning

Lecture 88 Risk Planning

Lecture 89 Financial Management

Lecture 90 Strategies to Rectify a Shortfall

Lecture 91 Provide for Shortfall at Disability

Lecture 92 Business Insurance

Lecture 93 Synthesis and Recommendations

Lecture 94 Implementation

Lecture 95 Appendix B - Cashflow Position

Lecture 96 Calculate Future Value

Lecture 97 Fixed Deposited Calculate

Lecture 98 Jewellery Investment

Lecture 99 Gold silver Assets

Lecture 100 Properties

Lecture 101 Opening Portfolio Management

Lecture 102 Update Price

Lecture 103 Conclusion to Physical Asset Class and its valuation

Section 4: Unit Linked Insurance Plan (ULIP)

Lecture 104 Introduction to Unit Linked Insurance Plan

Lecture 105 Art Asset

Lecture 106 Insurance Asset

Lecture 107 Basic of Market

Lecture 108 Exchange and Index

Lecture 109 Economic Indicators

Lecture 110 Aegon Religare Part 1

Lecture 111 Aegon Religare Part 2

Lecture 112 Aegon Religare Part 3

Lecture 113 Aviva Life

Lecture 114 Aviva Life Continue

Lecture 115 Bajaj Alianz Insurance Company

Lecture 116 Bharti Axa Insurance Company

Lecture 117 Birla Life Insurance

Lecture 118 Canara and HSBS Company

Lecture 119 DHFL PR America Company

Lecture 120 Edelweiss Tokio Company

Lecture 121 Exide Life

Lecture 122 Future Generathic

Lecture 123 HDFC Standard Company

Lecture 124 ICiCI Prudential Company

Lecture 125 IDBI Federal Company

Lecture 126 India First Life Insurance Company

Lecture 127 Life Insurance Corporation Company

Lecture 128 Max Life Insurance Company

Lecture 129 PNB - Metalife

Lecture 130 Reliance Life Company

Lecture 131 Sahara Life Insurance Company

Lecture 132 SBI Life Insurance Company

Lecture 133 Shriram Life Insurance Company

Lecture 134 STAR Union Dai - Ichi Life Insurance Company

Lecture 135 Tata AIA Life Insurance

Lecture 136 Conclusion to Unit Linked Insurance Plan

Section 5: Derivatives Asset Class

Lecture 137 Introduction to Derivatives Asset Class and its valuation

Lecture 138 Introduction to Derivatives Asset Class and its valuation Continue

Lecture 139 Derivative Market

Lecture 140 Spot and Forward Quotes INR/USD

Lecture 141 Objective of Option

Lecture 142 Example of American Long call Option

Lecture 143 Hedging Using Options

Lecture 144 Types of Options Strategies

Lecture 145 Bear Spread Using Puts

Lecture 146 Option Pricing Models

Lecture 147 Understand Margins

Lecture 148 Trading Margin Operation Ex

Lecture 149 Payoff and Hedging

Lecture 150 Hedging Using Forward Contracts

Lecture 151 Conclusion to Derivatives Asset Class and its valuation

Aspiring financial analysts and portfolio managers.,Individual investors and professionals looking to enhance their financial knowledge.,Students pursuing finance, economics, or business degrees.,Anyone interested in managing and optimizing their personal or corporate finances.