Learn the Art of Stock Portfolio Creation from a Portfolio Manager

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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 hebecame a portfolio managerand 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. Amit Kumar 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. Amit Kumar Gupta will start his 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. Amit Kumar 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. Amit Kumar Gupta will pick up a case study to better explain how scuttlebutt, asset allocation and cyclical stocks together can help us effectively allocate our portfolio. Finally, Mr. Amit Kumar 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.

Amit Kumar Gupta in Face2Face

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.
Mr. Vivek Bajaj

Your Host

Vivek Bajaj