Investment and Portfolio Management Course for Long-Term Investors

This 4-week course teaches individuals how to plan and manage their own long-term investments. It covers goal setting, asset allocation across equity, debt and gold, mutual funds and index funds, SIPs, diversification, rebalancing, taxation and common behavioural mistakes. It is personal-finance education, not a portfolio management service.

Fee: ₹2,999

Duration: 4 weeks

Level: Beginner

Mode: Live online

Language: Hindi and English

What you will be able to do

Set financial goals and match them to time horizons
Design an asset allocation that suits your risk capacity
Compare mutual funds, index funds, ETFs and direct stocks
Rebalance a portfolio with simple rules
Understand capital gains tax on common investments

Detailed syllabus

Module 1: Foundations

Compounding, inflation and real returns
Risk capacity vs risk appetite
Emergency fund and insurance first

Module 2: Asset classes

Equity, debt, gold and real estate
Historical behaviour of each
Correlation and diversification

Module 3: Investment vehicles

Mutual funds and index funds
ETFs and direct stocks
SIP, STP and SWP
Direct vs regular plans

Module 4: Building and maintaining

Asset allocation models
Rebalancing rules
Reviewing a portfolio
Taxation basics

Module 5: Behaviour

Common investor biases
Handling market falls
Avoiding mis-selling and fraud

Who this course is for

Salaried professionals and business owners
First-time investors
People who own scattered investments with no plan

Fees and what is included

Course fee	₹2,999 (one-time)
Duration	4 weeks
Format	Live online classes with recordings
Included	Notes, quizzes, student doubt group, completion certificate from the academy
Not included	Tips, signals, trade calls or account handling

See all prices on the course fees page, meet our trainers, or read the full curriculum.

Investment & Portfolio Management Course: FAQs

Is this a portfolio management service (PMS)?

No. It is an educational course that teaches you to manage your own investments. We do not manage money or give personalised advice.

What is asset allocation?

It is how you divide your money between asset classes such as equity, debt and gold. It drives most of a portfolio's long-term behaviour.

Do you recommend specific mutual funds?

No. We teach how to evaluate funds yourself using published data.

Is this course suitable for beginners?

Yes. It assumes no prior investing knowledge.

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