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Business Meeting

What are my investment options?

About the Course

‘Never depend on single income, make investment to create second source of income’-Warren Buffet.

Where do I invest my hard-earned money? How do I resolve the conflict between risk & return and liquidity and return? 

A threadbare discussion on investment options that range from investing in property and gold on the one hand to investing in financial instruments. Why do we feel more secure with Fixed deposits and Bonds? How do I develop appetite for the risky assets in form of equity investment?

 

Course Content

  • Defining your life goals and charting out your investment plan.

  • Understanding the relation between Risk & Return and Liquidity & Return to resolve the conflicts between them.

  • The age-old wisdom of investing in gold still makes sense and is still in fashion. 

  • Investing in property for emotional and financial security

  • Hands on exercise to calculate returns on investment.

    • Absolute Returns

    • Compound Annual Growth Rate (CAGR)

  • What are my options in choosing financial investment?

  • Orientation to Instruments of Debt Investment: Fixed Deposits, Bonds, Debentures, EPF, PPF, NPS.t

  • Making your own Asset Allocation Tracker in Excel.

"Thanks, Pallavi for giving an opportunity to learn like class room, comprehensive coverage. Can you give a small test at the end of class? It would bring little more involvement and helps us refresh what was learned. Keep it up".

Jivan Bhatt

 Former CEO, Technova Imaging Systems Pvt. Ltd. Bangalore

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