Learn the Art of Stock Portfolio Creation from a Portfolio Manager

YOUR SPEAKER

Amit Kumar Gupta

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He was responsible for setting up the research desk at his current organization - Adroit Financial Services Pvt. Ltd. across all multiple asset classes. In his current role, he acts as a fund manager for PMS vertical. In his previous stints, he has worked as a business consultant with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people. He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane.


IN CONVERSATION WITH

Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.


About this Face2Face:

In this video of the Face2Face series, Mr. Vivek Bajaj, co-founder, StockEdge, Elearnmarkets, will talk to an expert portfolio manager, Mr. Amit Kumar Gupta, who has years of experience of portfolio creation in international and domestic stock markets.

We will begin our discussion with an introduction to Mr. Gupta, how he became a portfolio manager and a stock market investor. We will touch upon his very own logic and rules of thumb behind his approach to efficient portfolio creation, asset allocation and diversification.

Following this, Mr. Gupta will start his exhaustive and knowledgeable presentation on we can all create and manage our portfolios through the most efficient investing and trading decisions.

Mr. Gupta will start his discussion with discussion with the concept of scuttlebutt, and how this term used in firms has evolved to become quite useful while conducting fundamental analysis of profitable stocks in the market.

Considering his own experience, Mr. Gupta will discuss examples of where and how he used this concept to create the best possible diversified and efficient portfolio for his clients.

Next, we will begin our conceptual discussion on the fundamental analysis of stocks for portfolio management, by talking about the various books and movies that beginners can use to learn more about the practicalities of the stock market, and how the environment around us can affect the information we use to make our trading or investing decisions.

We will continue with the pros and cons of identifying and investing in cyclical stocks, and how to identify the cycles of these stocks to catch them at their best prices. To put this knowledge into a practical perspective, Mr. Gupta will pick up a case study to better explain how scuttlebutt, asset allocation and cyclical stocks together can help us achieve an effective allocation in our portfolio.

Next, Mr. Gupta will discuss a unique topic, about the various cultural factors that can affect our decision-making process when we begin making our portfolio, and how these factors can influence our mindset when we decide upon the stocks. We will see how we can also use these factors, among others, to confirm ongoing trends in price movements in the stock market.

Finally, Mr. Gupta will combine all the knowledge shared in this video, to help beginners and experts alike, come up with an action plan to achieve the best kind of asset allocation, and diversification for their portfolio.