Wealth Note Investments, Share Market Academy (1)

1
Wealth Note Investment

• Share Market Classes in Pune
• Mob. No 7066666464
• http//www.wealthnote.in/

2
Courses

• Foundation Courses

• Technical Analysis

• Introduction to Stock Market
• Investing in IPO and IPO Process
• Stock Market Structure
• Broker, Demat Other Accounts
• Stock Benefits Bonus, Dividend, Split, etc.
• Intro to Derivatives Future and Options
• Intro to Fundamental Analysis
• Intro to Technical Analysis
• Mutual Fund and its types
• Practical Trading buy, sell, stop loss, etc.
• Taxation, contract note details

• Introduction to Technical Analysis
• History and benefits of Technical Analysis
• Market Cycle and Dow Theory
• Candle sticks and its patterns
• Support and Resistance and its trading
• Plotting trendlines Uptrend and Downtrend
• Chart Patterns Head Shoulders, Double top,
  etc.
• Indicators SMA, RSI, MACD, etc.
• Trading Strategies Plan
• Fibonacci retracement, Glann Square
• Screening Tools in Technical Analysis

3
Courses

• Derivatives (Future and Options)

• Fundamental Analysis

• Introduction to Derivatives
• Different kind of Derivatives Forwards, swap,
  Future, Options
• Index Calculation
• Future Market terms- Lot size, MTM, Margin,
  Expiry, etc.
• Trading in Index future and Stock Future
• Portfolio hedging using index futures
• Introductions to options Call and Put
• Option Market Terms- ITM, OTM, ATM
• Option Premium Option Greeks- Delta, Gamma,
  Theta
• Trading in Index Options Stock Options
• Option trading strategies Straddle, Strangle,
  Hedging etc.
• Practical FO trading demo

• Introduction to Fundamental Analysis
• Qualitative and Quantitative Factors
• Macro and Micro Analysis
• Analysing Balance Sheet, PL and cash flow
  statements
• Ratio Analysis- Liquidity, Profitability,
  Valuation
• Analysis of Shareholding pattern
• Essential Checklist and SWOT Analysis
• Calculation of Intrinsic value using DCF
• Corporate Actions- Annual and Quarterly results
• Practical Study of Annual Report
• Creating Stock Watchlist and Portfolio

4
Workshops

• Mutual Funds and Other Investments

• Intraday Trading

• Introduction to Mutual Funds
• Advantages operations of Mutual Funds
• Terminologies of Mutual Fund
• Types of Mutual Funds
• Equity Mutual Fund Large, Mid Small Cap
• Other types of Mutual Fund Debt Fund, Balanced
  Fund
• How to invest in mutual funds Online, Offline
• Types of Investment SIP, STP and SWP
• How to analyze and invest in mutual fund
• Other investment options FD, PPF, NSC, KVP,
  Bonds, Gold, Real Estate

• Introduction to Intraday trading
• Benefits of Intraday Trading
• How to select stocks for Intraday trading
• Following news and market analysis
• Find Entry, Exit and stop loss levels
• Intraday trading strategies
• Intraday Trading Analysis Tools
• Live Practical trading terminal demo
• Intraday trade and money management
• Psychology of intraday trader

5
Workshops

• Commodity and Currency

• Financial Planning Portfolio Management

• Introduction to Commodity
• Factors affecting commodity prices
• Specification lot size, expiry, contract
• Trading concepts in commodity market
• Commodity analysis tools and practicals
• Introduction to currency
• Factors affecting currency prices
• Specification lot size, expiry in currency
• Trading concepts in commodity market
• Currency analysis tools Practicals

• Introduction to financial planning
• Importance Benefits of financial Planning
• Importance of Insurance and its planning
• Age, income goal wise financial planning
• Asset allocation in equity, gold, FD/Real estate,
  etc.
• Portfolio allocation in equity MFs
• Stock Allocation in long term investment
• Stop loss placemen, risk management in trading
• Money Management Investment Trading
• Taxation aspects of financial planning

6
Contact us at

• Mob. No 7066666464
• http//www.wealthnote.in/