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Academy

Certificate Course in
Equity Portfolio Management
Certificate Course in Equity Portfolio Management

Course Objective
Spreading an opportunity to learn about the have a directional journey towards specific
portfolio management strategies which are profiles such as an analysts, portfolio managers
adopted by fund managers along with and etc.
confident knowledge on investments skills to

About the Course


This course provides a practical introduction to strategies using both statistical and
equity portfolio management. Using an fundamental methods.
interactive app, the learning is driven by Everything you will learn in this course is
simulation techniques that allow you to grounded in strong academic research but is
visualize stocks, learn concepts, make also used by leading real-world portfolio
decisions, and create trades like a portfolio managers. The concepts in this course serve as
manager. You will start with simple concepts the basis for the management of hundreds of
and graduate progressively to more complex billions of rupees of assets daily.

Features
• 6 weeks online programme assignment that will be heavily based on the
• Concepts are grouped as Analytical (based lab experiments, simulations and your
on finance theory), Quantitative (based on reading of the academic papers for additional
math) and Heuristic (based on best practice credit
acquired through repetition) • In many cases, you will be asked to perform
• In each session, you will learn one new the lab experiment first, then learn what you
concept in each category and shall apply did in the lecture and repeat the lab
them in the corresponding lab experiment. experiment again
• As a learner, you will have access to a video • While lectures and presentation materials
lecture, a lab experiment (simulation), a are provided, they are merely the scaffolding
presentation supplement and a quiz. Multiple to the real learning that will come from doing
sessions will constitute a module things practically and interactively on the
• At the end of each module, you will have an ALPHABETA App.

Benefits
• Learn on the Go • Compete globally with your peers to
• Game based pedagogy establish your track record
• Manage portfolios in real time • Joint certification from NSE Academy Limited
• Advanced trading strategies the wholly owned subsidiary of NSE and New
• Simulate and back-test strategies with real York headquartered, ALPHABETA Inc
market data, for past 6 years • Available on iOS, Android, MAC OS X,
• Learn rigorous academic and professional Windows 10
research content in a visual exploration
environment

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Certificate Course in Equity Portfolio Management

Curriculum/ Course Content


You will study the following topics, interweaved  Underlying theories in portfolio
with lab experiments and simulations. management
 Introduction to stock markets  Capital asset pricing model (CAPM)
 Review of finance and accounting concepts  Risk return trade off
 Statistical methods – regression,
 Investment objectives and styles
correlation, law of large numbers
 Fundamental vs. Statistical Approaches
 Trading techniques – short selling, basket
 Investment horizons
trading
 Systematic approaches – alpha, beta,
 Fundamental analysis – market and book
passive beta
value, earnings, accruals
 Introduction to systematic approaches and
 Ratio analysis for value investing –
market phenomena
monotonic functions, ratio selection
 Use past Momentum to predict future
 Risk management – diversification,
returns
hedging, market and sector neutral
 Identify similar stocks and profit using
approaches
Pairs Trading
 Judgment and heuristics in markets and
 Value Investing to discern under priced
trading
and overpriced stocks
 Use Accruals and Cash flow to
differentiate stocks based on earnings
quality

Eligibility
Should have passed HSC or equivalent from a recognized board of studies
Our motto is “Try, fail, try again, learn, validate and apply”

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Certificate Course in Equity Portfolio Management

Profile of The Faculty


Kirthi Ramakrishnan Rajesh Madhavan
Based in NYC, Kirthi co-founded ALPHABETA An adjunct professor at NMIMS –Bangalore and
and sets the strategic vision for the platform. a visiting Professor at the Indian Institute of
With over 20 years in financial engineering and Management – Rohtak and other top tier
technology, he has developed the original B-Schools in India in the area of Finance. In his
visual taxonomy, the pedagogical methods, and consulting role, he has been involved in
the financial modelling within the platform. He potential acquisition ideas, due diligence,
is a B.Engg from Anna University and an MBA valuation and structuring involving venture
from Tulane University. capital and private equity investments in
diverse sectors
Dr. Harish Kumar
Wall Street Investment manager with 15 years Dr. Vikram Kuriyan (In-app instructions)
experience, Managed assets worth $10 billion An active contributor through video lectures
in global equities and alternative equity within ALPHABETA Guide. He is Chairman of
investment strategies at Madison Square, ING GWA Investment Advisors and the Director of
Investment Management, and Aeltus the Investments Laboratory at the Indian
Investment Management, Dr. Kumar received a School of Business, Hyderabad. He has spent
Ph.D. and M.Phil. from the Graduate School of over 25 years in quantitative research at Bank
Business at Columbia University, a Masters of America, Columbia Asset Management,
from the University of Colorado at Boulder, and Merrill Lynch. He has a BS from MIT and a PhD
a Bachelor's degree from Birla Institute of from Harvard.
Technology and Science in Pilani, India in
Mechanical Engineering. Dr. Kumar is a CFA
charter holder.

Testimonials
The Equity Portfolio Management programme - "CEPM course has given me a different
An online programme with continuous perspective of equity market and changed the
assistance throughout. The best part about the way I manage my investment portfolio's Alpha
programme was the simulation based and Beta. I would recommend this course as a
application which made the entire course starting point to every investor and future
practical and hands on. The expert and mentor portfolio manager because of its well-designed
session over the weekend made sure that the content, investment strategies, weekly
students were proactive and were not taking a mentoring session and interactive lab .Course
backseat in their learning approach. Also, the experience is designed and managed by an
faculty was very warm and open to answering excellent professional team."
as many questions that we had which made me ~Arindam Mullick (NRI Investor and Oil and
feel very comfortable in coming forward with Gas professional)
my queries. Overall, a hands-on course for a Alphabeta is the new “killer app” which gave
period of 2 months to help you get started with me platform to explore and hone my trading
understanding the nuances of the stock skills through simulations, helping me to make
market. more informative and thought through
~Sakina Olia (HR professional with a Masters decisions in real market. It’s user friendly
in Psychology)

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Certificate Course in Equity Portfolio Management

interface is a no risk way to learn about market Accounting to Finance. The professors gave us
trading strategies. the practical knowledge along with all the
~Diskha Jain (M.A in Economic (Hons.) with concepts of the Portfolio Management Strategies.
distinction) The Alphabeta app is the best part of the course
where you get to learn and perform the
Overall it is an excellent course for anyone to simulations on the real market data. It's a great
understand about the complexities of the share experience to start your career in finance.
market in a simple, methodical and systematic I'm a student of ICAI & I'm also pursuing
manner. I wish, if ALPHABETA can tie up with Chartered Financial Analysts course from CFA
few brokers or firms, to enable the students, Institute.
who completes the course to start trading and ~Sarvagya Kaushik (CA student and CFA
experience the real market, would be simply Aspirant)
great! My best wishes for the ALPHABETA team
for putting all the hard work and efforts to make
this course a great success! Keep it up!
~S. Manikantan (CA)

This course has reshaped my career from

About the company


ALPHABETA was launched in 2014 by immersive user experiences with a common
TOPXIGHT LABS (www.topxight.com), a New vocabulary.
York based software lab and incubation studio,
with New York based Valmiki Capital The ALPHABETA Guide platform is designed to
Management as the founding investor. educate finance students in Investment
strategies and Portfolio Management. Using a
ALPHABETA (www.alphabeta.io) is the first combination of real world situations, flipped
platform to use true visual collaboration to classroom methodology we provide an intuitive
bring together students, practitioners and and immersive information visualization
consumers in financial markets through unique platform built on a game engine

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Certificate Course in Equity Portfolio Management

Workshop Details
CERTIFICATE COURSE IN EQUITY PORTFOLIO MANAGEMENT
Venue/where would the course be conducted : 6 week online programme.
Live sessions will be conducted over video conferencing

HOW TO ENROLL
Register through www.nseindia.com by clicking on the link
https://www.ncfm-india.com/ORE/OREregisterCandidate.jsp
Make the payment of Total Fees (INR 23,600/-) referring payment details by any payment mode.

PAYMENT MODE AND DETAILS


Payment can be done either by NEFT/RTGS or Demand Draft or Payment Link
(Debit Card / Credit Card / Net Banking)
1) Payment details for internet banking using NEFT/RTGS as per details given below.
NSE ACADEMY LTD
HDFC BANK
ACCOUNT NO : 00600340081024
MICR CODE : 400240015
IFSC CODE : HDFC0000060
BRANCH : FORT
2) In case of Demand Draft, please issue a Demand Draft in favour of
‘NSE ACADEMY LIMITED’ payable at Mumbai.
3) In case of Payment Link, please send your name, mobile number and email address at
guptap@nse.co.in or ksubudhi@nse.co.in to generate the payment link.

FEE STRUCTURE
INR 20,000/- + INR 3,600/- (GST 18%) = INR 23,600/ -
REFUND POLICY
Registration fees once paid is non-refundable under any circumstances
Refund request received two workings days or 48 hours prior to the date of 90% of the course fees
commencement of course or launch date of course or first lecture/class, whichever is shall be refunded
earlier
Refund request post 48 hours prior to the date of commencement of course or launch Zero refund
date of course or first lecture/class, whichever is earlier

FOR ANY FURTHER QUERIES, PLEASE CONTACT


Info@alphabeta.io | +91-9502886914

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NSE Academy Limited
Exchange Plaza, C-1, Block G, Bandra Kurla Complex,
Bandra (E), Mumbai – 400 051. Website : www.nseindia.com
Krishna Subudhi | Mob: 7045300842 | Email: ksubudhi@nse.co.in