for retail investors 2011 gap-training modules

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FOCUSING ONFOCUSING ON FUNDAMENTALS FOR INVESTMENT IN INDIANFUNDAMENTALS FOR INVESTMENT IN INDIANEQUITIESEQUITIES

FIVE FUNDAMENTAL TRAINING MODULESFIVE FUNDAMENTAL TRAINING MODULES

GAURAV A PARIKHGAURAV A PARIKH

Chairman & Managing Director

Scriptech Consultancy (I) Pvt Ltd

MumbaiTel: +91-98201-62597 Email: [email protected]

www.gauravblog.com

CONCEIVED & CONDUCTED BY

Option One : 360 Minutes or 6 Hours Intensive One Day

Option Two : 720 Minutes or 12 Hrs over 2 Days



FUNDAMENTAL TRAINING MODULESFUNDAMENTAL TRAINING MODULESFUNDAMENTAL TRAINING MODULESFUNDAMENTAL TRAINING MODULES

Training Credentials..Participant Feedbacks in 2010

From those in India

I had attended your lecture in bse on Equity Portfolio Structuring& Stock Analysis. It was a great lecture, i learned a lot from that two days lecture

I attended that program and i must say that was a fab....i really enjoyed andenriched my knowledge.....Thanks a Lot GP

I had really enjoyed your Course on equity portfolio management in the bombaystock exchange held in the month of november 2010

³All of us in Bengaluru enjoyed your session. I already had a call from my friend IFAwith a request to arrange a session for KAMFA[Karantaka Association For MutualFund Advisors]. We look forward to meet you again asap«.. you were ROCKING ³

It was very nice to hear you in the presentation in Pune« Your presentation wasfantastic & the way you dealt confidently with the subject was really amazing ³

³Well I had started my career during Harshad Mehta time as a subbroker but hadburnt my fingers in the HM & KP era . Hence had stopped from investing in stock

markets , but by hearing you , got impressed to start a new inning ³ ³I liked your presentation and your capability to analyse things very much´

³I had a brief look at your blog and found it very interesting with a lot of useful info,and suspect that I will be checking it out every day« Thanks for a really interestingday ³

17 April 2011




Training Credentials..Participant Feedbacks in 2010

From those Overseas ³Nice to meet you at Mauritius. You gave a memorable

presentation there´

³Your presentation was very good !!!´

³We would love to have you here in Bhutan´

³It was indeed a pleasure listening your views at the SAFEconference on the capital market«.and knowing about yourintellect and mastery in identifying value stocks and about your

skills to impart training to large group of professionals.´

³We (the Bangladeshi delegates) still talk about how much weenjoyed your presentation and 'mind gumsµ.I would like to takethis opportunity to invite you to visit us in Dhaka, I have a youngteam here who would love to get a session from you.´

17 April 2011




17 April 2011

In early 2009 GAURAV A PARIKH saw some striking

similarities to late 2001 when he had held a similar

workshop on Repairing your Equity Portfolio at the

World Trade Centre in Mumbai in 2001 and it¶s versions at

the BSE Training

Institute.He had urged investors to be

strongly contrarion and to reposition their equity

portfolio.The Sensex at the time has collapsed to 9 and 10

Earnings Multiples after the ICE Correction of 2000/2001

and it was a Stock Averse Period. He gave many Stock

Ideas that were Bargains«The Contrarion Call was on theSpot and the rest is History«Portfolios surged to give mind

boggling returns«A Rs One Million Portfolio surged to Rs

Ten Million as the Markets rebounded with great Vigour in

the years that followed

Training CredentialsTraining Credentials




17 April 2011

GAURAV A PARIKH has shared his experiences and trained over

25000 people in several workshops and Invitational Lectures in

the field of Capital Markets over the past two decades. He has

worked and is associated with several leading Training, Auditing,

Consultancy, Media and Broking and Institutional Firms in India

and Overseas. He currently heads SCRIPTECH CONSULTANCY

(I) PVT LTD, a leading Equity Investment Advisory and Training

Entity.He is also a prolific and popular blogger.Check him out on

www.gauravblog.com

Training CredentialsTraining Credentials




17 April 2011

SBI Mutual Fund«for their IFAs all over India

Bombay Stock Exchange Training Institute

SAFE Capital Markets Conference , Mauritius

KPMG« Directors, Partners and Associates

ICICI Bank...Financial Planning Prog for Global Private Clients

Doha Securities Market Corporation«Board & Top Management

Qatar Financial Markets Authority«Board & Top Management

Dun & Bradstreet (Citigroup Asia Pacific and India Infoline Research Teams)

CRISIL..Wealth Management Workshops

Asit & Deena Mehta Broking Group«Eight workshops all over India

A P Chamber of Commerce« over 250 participants

All India Management Association (Welspun Group)

Income Tax Commissioners from all over India« voted best

speaker«Invited to inaugurate and close the Equity Sessions at all the four

seminars held in the past two years

Training Credentials«Training Credentials« Some forums addressed or Workshops held




17 April 2011

Co-structured the extremely popular Fundamental AnalysisWorkshop of the BSE Training Institute and co-authored the

Text that is now a BSE publication. Over 30 such workshops

have been held inside four years.

Conceptualised and Conduct the very practical and popular

BSE Training Institute Workshop on Equity Portfolio

Structuring and Stock Analysis covering Selection of Scrips

based on Market Dynamics and Valuation of Equity and

participants Risk Profile and also cover Derivatives to Hedge

the Portfolio. Over Twelve such workshops have been held«

with participants, including Heads of Research of top Broking

Houses and Institutions and even Regulatory Bodies.

Invited to give Sessions in Many other Courses like CAPM,

Finance for Non Finance Executives and Mergers & Acquisitions

at the BSE BTI.

Training Credentials« BSE WorkshopsTraining Credentials« BSE Workshops




17 April 2011

Stock Exchange Training Workshop for the Adult Education Deptof the Mumbai University.

Inaugurated the Initial Derivatives Seminar at the Inter

Connected Stock Exchange and was the key speaker.

Invited for four years in a row for STEX to address over 150

commerce students from leading colleges in Mumbai« a StockExchange Week conducted by the Planning Forum of Sydenham

College of Commerce and Economics.

Addressed NAFEN Conference at Maurya Sheraton, New Delhi

on Corporate Governance.

Invited by the Economic Circle of St Xaviers College, Mumbai to

speak on the Market Dynamics of Stock Markets in India« over

250 collegians attended.

Invited by St Xaviers College as the inaugural speaker in a

special series of lectures to the BMS Students to share

experiences as an Entrepreneur.

Training Credentials« Some OthersTraining Credentials« Some Others




17 April 2011

Presentation simply rocked the high profile South Asian Federation of

Exchanges (SAFE) Capital Markets Conference in Mauritius in April

2010..Accolades and Invitations from around Asia poured in

BSE recognition through a plaque presentation by the Chairman, BSE at

the BSE Foundation Day attended by over 700 people.

Being Honored with a Shawl and Memento by the pro Vice Chancellor,

Mumbai University at a function organized by the Sydenham Institute of

Management to celebrate the completion of 150 years by the

University

Voted Best Speaker at Various Forums.

Training Credentials«Training Credentials« Recent Academic and Professional AccoladesRecent Academic and Professional Accolades




17 April 2011

India on the Move

Global Financial Crisis

Reading the Union Budget

Five Year Plans

Oil

Interest, Inflation and Exchange Rate

Infrastructure Boost

Politics of Economy

Module 1 : Overview of the Economy




17 April 2011

Sensex Valuation

FII Impact

Liquidity, Sentiment, Momentum, Value

Decoupling Theory

Corporate Earnings

Global Cues

Liberalisation, Privatisation and Globalisation

Derivative Play

Module 2 : Market Dynamics




17 April 2011

Time Value of Money

Interpretation of Financial Statements

Relative Valuation

Absolute Valuation

Contemporary Valuation

Price V/s Value

Module 3 : Valuation




17 April 2011

Mutual Funds : Interesting Angles

Client¶s Risk Profiling

Investor Mistakes« Improper Framing, Anchoring, Herding

etc

Investment Approaches

Investor Gurus«Warren Buffett & Peter Lynch

Logical Thinking«Game Plays

Return & Risk«Definition and Measurement & Tradeoff

Portfolio Allocation

Portfolio Construction

Portfolio Measurement

Hedging

Module 4 : Portfolio Allocation & Construction




17 April 2011

Integrity Tests

Awareness of Contemporary & Controversial

Issues

Insider Trading

Street Smartness Quiz

Managing Sensitive Accounts

Evaluating Financial Products v/s Peer Offers

Suitable Stock Selection & Portfolio Churning

Boosting & Balancing both Employer & Client

Interests

Module 5 : Adding Value to Client Relationships




17 April 2011

Option One

One Day Intensive Workshop over 360 minutes or 6

Hours

Option Two

Full Two Days Workshop over 720 minutes or 12

Hours suited to impart and equip Participants with

extensive Fundamental Perspectives

Suggested Workshop Structure




17 April 2011

One Day Intensive Workshop for 360 minutes or 6 Hours

Suggested Workshop Structure « Option One

Module Topic Coverage Minutes

1 Overview of the Economy Major Indicators 45

2 Market DynamicsSensex Valuation, FIIImpact, Global Cues

45

3Valuation & StockSelection

Time Value of Money ,Valuation & Stock SelectionCriteria

120

4Portfolio Allocation &

Construction

Risk Profiling« InvestorMistakes« InvestmentApproaches« InvestorGurus« Warren Buffett &

Peter Lynch« LogicalThinking« PortfolioAllocation« PortfolioConstruction« Hedging

90

5Adding Value to ClientRelationship

Integrity & Insider Trading,Issue Awareness

60

Total 360




17 April 2011

Full Days Workshop over 720 minutes or 12 Hours suited toimpart and equip Participants with extensive Fundamental

Perspectives

Module Topic Coverage Minutes

1 Overview of the Economy Full 90

2 Market Dynamics Full 120

3 Valuation & Stock Selection Full 240

4Portfolio Allocation & Construction«. InvestmentGurus«Investor Mistakes

Full 180

5Adding Value to ClientRelationship

Full 90

Total 720

Suggested Workshop Structure « Option Two




17 April 2011

Fees are All Inclusive and will include the following

Exclusive Spiral Text

Exclusive CD with a web navigation design

Tea & Lunch

Fee Structure

WorkshopAll Inclusive Fee

Per Participant

MinimumNo of

Participants

Required

Minimum Aggregate Fee

One Day Rs 6000 20 nos Rs 120000

Two Days Rs 10000 18 nos Rs 180000




17 April 2011

The Participants Fees are inclusive of Service Tax, if any

All Arrangements and Costs of Holding the Workshop at a

suitable venue will be made and borne directly by Scriptech &

Gaurav A Parikh

Such Costs would typically include suitable Audio Visual

Equipment, Hall/Room Rentals, Xerox, Printing and Stationery,

Handouts, CDs, Lunch and Tea etc or if the case may be, all

Hotel/Resort Boarding and Lodging Expenses and TravelExpenses to and fro

Fee Structure« (Contd)




17 April 2011

Copyright of All Workshop Content through audio/visual presentations orHand Outs or CDs or through any other Medium will rest with Gaurav A

Parikh of Scriptech Consultancy (I) Pvt Ltd.

Participants cannot distribute, use or reproduce any content in any form

for educational, representational or commercial or any other purpose

unless with the express written permission to do so by Gaurav A Parikh

No Video Shooting or any type of Audio or Visual Recording of the

Workshop, either partially or in Full will be permitted unless Gaurav A

Parikh gives a written permission to do the same.

Credit and Acknowledgements will be given in the presentations for any

Content that is sourced from external agencies or sources.

Neither Gaurav A Parikh nor Scriptech Consultancy (I) Pvt Ltd has

authorised any Individual/s, firm or entity to represent them in seeking

business, negotiating contracts or marketing their services. Those

interested in retaining Gaurav A Parikh for Training Workshops should

approach and deal directly with Gaurav A Parikh himself.

Copyright




17 April 2011

[email protected]

98201 62597

Vist

www.gauravblog.com

Thank You

for retail investors 2011 gap-training modules

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