Results for "Portfolio Management CFA L1"

By Souradeep Dey

Principles of Risk & Money Management in Professional Trading

This webinar is not about any trading strategy. Rather this is about those aspects of trading which differentiate the 3% of successful traders from the 97% of people who lose money, i.e., Risk & Money Management. Trading doesn't start with how much a trader will earn from a trade, rather by spec...

By Anish Buche

Major Pillars of Wealth Management & Key Stock Valuation Parameters

The primary focus of the webinar would be discussing the key pillars of wealth management for long term wealth creation. Wealth Management is not just about investment, but making the right investment at the right time with a concrete objective and a properly balanced risk appetite. The webinar wil...

By Akand Sitra

Cryptocurrency - Security & Risk Management

Cryptocurrency investing has taken the country by storm in recent months. With unprecedented volatility and security problems, crypto is both loved and hated. The underlying Blockchain Technology has proven use-cases, but many still see cryptocurrencies as an asset class to invest in. From a securi...

By Kuldeep Singh Randhawa

Money Management – The Key to Successful Trading

Learn the art of money management to manage the risk, save trading capital, and how to survive in the Market for Longer period to earn from the market. Objective of the Webinar- Most of the traders wipe out their capital in the first 3 to 9 months of their trading journey, Money management is ...

By Rishikesh Singh

Simplified Technical Analysis with Risk Management & Position Sizing

Price action is the movement of a security's price over time. All technical analyses of a stock, commodity or other asset chart are based on price action. Many short-term traders base their trading decisions solely on price action and the formations and trends that can be extrapolated from itA b...

By Sunil V Tinani

How To Evaluate Management Quality

Investors typically analyze fundamentals, view charts, and use screeners to select and invest in a stock. However, they do not evaluate management quality. A high quality management can take a penny stock to great heights while a low quality management can turn a 4 digit stock to a singleton digit...

By Premal Parekh

An Extraordinary approach to manage your Portfolio with RS - The Tendulkar Way

This webinar will teach you a new approach to managing your portfolio. This webinar is designed to empower you with the knowledge of practicing RS (Relative Strength) and keeping an edge against the benchmark. We will go through the key concepts of Relative Strength, Adaptive RS, and Comparative RS,...

By Santosh Pasi

How to leverage portfolio to earn additional income

Everyone loves a steady source of income in the form of dividends from a stock portfolio. Dividends can provide not only income but may also accelerate the payback on investment. The problem is not every stock pays a dividend and very few companies pay good dividends. Therefore, in this webinar, we ...

By Parveen Kumar

How to build & handle the portfolio independently

The techno funda approach to investing is one of the best ways to participate in the markets. This approach leverages the best practices exhibited by both fundamental and technical analysis. Fundamental analysis helps to filter down great quality stocks which have a huge potential for upward price...

Learn the Art of Stock Portfolio Creation from a Portfolio Manager

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 introducti...

How to Optimize Your Portfolio for Options Trading for Max Returns with Dhiraj Sinha

Dhiraj Sinha, a former corporate executive turned full-time options trader, talks about many facets of options trading and stock market leveraging methods in the video. He stresses the value of accountability when imparting trading information and the idea of using leverage as a strategy to incr...

A Trader who made 5 crore from 30 lac by Proper Risk Management!

In this Face2Face video, we have our rocking host Mr. Vivek Bajaj, co-founder of StockEdge and Elearnmarkets, in conversation with Mr. Shreyas Bandi, a trader with a background in gaming. He will talk about his own strategies that he has been using for wealth creation and trading. Using proper risk ...

Wealth Creation with Covered Call Options Trading and Risk Management

In this video, Mr. Vineet Jainn will teach us the power of the covered call strategy for wealth creation and long-term financial success. Learn about risk management, diversification, and asset allocation in this insightful discussion on smart investment strategies. Watch the complete video to unloc...

Make Regular profits in Options Trading: Strategy + Risk Management

The power of compounding, in terms of finance, is the way interest adds to the principal amount of an investment over time, increasing its value. Investors can leverage the power of compounding by utilizing the compound interest principle. Compound interest allows you to earn interest on your princi...

Learn Live Market Option Trading Strategy, Analysis, Risk Management with Praful Kulkarni

In this video, Mr. Praful Kulkarni will help us explore the complexities of options trading. This video covers strategies, risk management, market analysis, and more, offering traders key insights for success. The speaker emphasises the value of transparency in trading, especially when it come...

Learn AlgoTrading using ChatGPT - Strategy, Backtesting & Risk Management

In this video, Souvik, a successful start-up founder and systematic trader, discusses various aspects of trading, including the importance of validating ideas, using tools for idea validation, starting with a community and manual trading, using extensions for tracking market data and placing trades,...

How to Identify Multibagger Stocks? Sector Strategy & Risk Management with Pratik Bagadia

In this video, Mr. Pratik Bagadia will help us learn his proven formula for identifying multi-baggers. Watch the complete video to discover key strategies for evaluating growth sectors like EVs and solar, understanding global valuations, and managing risk in the Indian stock market.Prateek, a Guinne...

How to Avoid Losing Money in Options Trading? Master Risk Management with Shijumon Antony

In this video, Mr. Shijumon Antony will help us explore essential trading strategies and instincts with insights on probabilistic thinking, risk management, technical analysis, and developing the 'trader's gut' for successful, disciplined, and intuitive trading decisions. Shijumon Antony shares his ...

Know the Growth of India's Asset Management Industry with Stocks2Watch

With Vivek Bajaj, explore the growth of the asset management industry in India, key players, regulatory changes, and growth drivers. In this video, we will learn about top AMCs and investment opportunities in listed companies.What You Will Learn?Vivek Bajaj discusses the growth of India’s asset mana...

Annapurna's Stock Portfolio !!

Learn2Invest with me, Vivek Bajaj, wherein this 15th and last session, I will be analysing Annapurna's stock portfolio, which she has made using the knowledge she learned from the previous 14 sessions. If you want me to do the same, then mail your excel sheet portfolio to me at vivek@stockedge.c...

See this if you need a perfect Stock Portfolio!!

In this 14th session of #Learn2Invest, Mr. Vivek Bajaj will cover how can one create their personalized portfolio as per their capital, investor type, savings, and return expectations. Get to know about the steps behind constructing good portfolio management. For Portfolio Optimisation, capital ...

A General Guide To Portfolio Management & Diversification

Here are a few things to keep in mind: 1. Keep building your portfolio Portfolio creation is a lifelong activity. Hence, it does not stop at investing the first investable amount. Keep adding funds at regular intervals to enter the market at various points. Keep putting money into various instr...

Guidelines For Portfolio Management

Before we conclude, let us note down a few helpful tips that will help you manage a portfolio better: 1. Understand your risk tolerance – Very important. Often we think we can take the risk, but when the market actually falls, then we cannot keep patience and make hasty decisions. 2. ...

How Does Portfolio Management Services Company Work?

Though we have discussed the basics of Portfolio management services earlier, have you ever wondered how a PMS company works? Let us have a brief discussion on it. PMS companies are small companies in terms of the number of employees they have but they focus on the quality aspect, that is, to s...

Objectives Of Portfolio Management

Previously we understood the concept of Portfolio Management now let us learn some of the objectives: To choose the right kind of assets according to a person’s age, income, budget, long-term goal, risk-taking capacity, etc. Aim to provide capital appreciation through earning consistent ret...

Objectives Of Portfolio Management Services

Now that we have understood the concept of Portfolio Management Services let us now learn the objectives behind it. (i) Growth of Capital- This is one of the most important responsibilities of a portfolio manager. A portfolio manager continuously looks for the most effective investment chance t...

Portfolio Management

Learn how to enhance returns with a well-balanced, liquid portfolio

Portfolio Management

Portfolio management is the process of buying, selling or holding a security in the portfolio. The three important lessons to learn in portfolio management constructs from Buffett are: His way of building a portfolio for long-term growth His measuring stick for judging the growth in the portfoli...

Portfolio Management For Risk-Averse Investors

Most of the things we spoke about earlier involve a certain amount of risk. But what about those investors who don’t want to take any risk? Don’t worry, this has also been widely discussed and various theories have been formulated around these lines – the most popular being the "Modern Portfolio...

Portfolio Management Service (PMS)

Understand PMS and its benefits for all asset values