Investment Analysis & Portfolio Management

Learn stock market basics, financial statement analysis, risk-return concepts, portfolio diversification, asset allocation and investment decision-making used by financial advisors and wealth managers.

Stock Analysis

Market Research

Portfolio Building

Asset Allocation

Risk Management

Diversification

Career Support

Investment Advisor Roles

About the Course

The Investment Analysis & Portfolio Management Course teaches how individuals and institutions invest money in financial markets. Students will learn financial statement analysis, stock valuation, bonds and mutual funds, risk-return trade-off, diversification, and portfolio construction strategies. This course prepares candidates for roles such as Investment Advisor, Financial Analyst, Relationship Manager, Wealth Management Executive and Stock Market Associate.

Curriculum

Introduction to Investment

  • Investment concepts
  • Types of financial assets
  • Primary vs secondary market
  • Role of stock exchanges

Financial Statement Analysis

  • Balance sheet reading
  • Profit & loss statement
  • Cash flow analysis
  • Ratio analysis

Equity & Stock Market

  • Shares and securities
  • Stock valuation basics
  • Market indices
  • Trading fundamentals

Fixed Income Securities

  • Bonds & debentures
  • Interest rate concepts
  • Yield calculation
  • Credit rating

Mutual Funds & Derivatives

  • Types of mutual funds
  • NAV calculation
  • Introduction to derivatives
  • Hedging concepts

Portfolio Management

  • Risk & return concepts
  • Diversification
  • Asset allocation
  • Portfolio performance evaluation

Practical Case Studies

Stock Analysis

Analyze company financial statements and stock performance.

Portfolio Creation

Create diversified investment portfolio.

Risk Evaluation

Measure investment risk and return.

Student Testimonials

"I started investing in the stock market confidently after completing this course."

- Ajay Kumar

"Portfolio management concepts were explained very clearly."

- Neha Patel

"This course helped me get a job as a relationship manager in a finance company."

- Rohit Mehta