Wealth Management - Stocks and IPO's cover

Wealth Management - Stocks and IPO's

Instructor: By Industry Mentors

Language: English, Hindi

Validity Period: Lifetime


About the Program:

  • You'll get an opportunity to work on a live project to prepare a portfolio of Stocks and IPO's for a client (Industry Mentor)
  • FinKore team will assign an industry expert in the field of Wealth Management to ensure a rich learning experience for you
  • Mentor will provide you with the training, will share all the nuances of Stocks Investment and its periodic review and will provide regular feedback
  • You'll get an opportunity to present your stocks portfolio to the Industry panel, thereby helping you improve your presentation skills

We aim to equip enthusiasts with the following skills during the program:

  • Skill to understand the financial objectives and risk tolerance of a client to develop a portfolio comprising of 100% equity
  • Learn to apply the top down investment strategy by determining the state of the economy, the strength of different sectors, and then picking the strongest stocks within those sectors to maximize returns
  • Learn to identify a trend using multiple time frames within charts before chosing a sector or a stock
  • Within each sector, learn to identify the stocks that have the greatest price appreciation by considering various factors
  • Learn to examine the charts and trend lines.
  • Learn to establish profit objectives based on chart patterns to identify potential price gains while also considering the risk of losses.
  • Synthesize all data and research to come up with a portfolio for a client
  • Learn to monitor your portfolio to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Learn to draft well-documented valuation reports communicating the key investment considerations


  • Live project with hands-on experience
  • Learn from scratch with Industry experts
  • Get a feel of working in office setup and develop work relationships
  • Earn a certificate that will add value to your career enhancement and placements
  • Goodies and Attractive Prizes if you achieve a good rating in your final presentation to the Industry Panel 
  • Opt for Placement Assistance Program and interact with Industry mentors to get your resume reviewed and to attend mock interview

Enthusiasts with the following skills/passion can register for this program:

  • Aim to work with Banks, Corporates and Wealth Advisors
  • Aim to open their own Wealth House
  • Have a passion to learn stock trading
  • Have a very basic knowledge about Stocks
  • Wishes to get hands-on experience in Stock selection
Other Courses
Powered By Spayee