Workshop Details for Distributors
This WORKSHOP is designed as a 40-50 Hrs educational program spread over 12 months(2sessions of 1.5-2 hrs in a month). The program can be designed for a maximum of 15 participants in a group. The idea is to understand the basics behind returns and not just product and packaging. The only TRUTH in this universe is CONSTANT CHANGE. The idea is to not lag behind this CHANGE. Apart from the following, discussion on contemporary economic changes/fundamentals/market movements will be done regularly.
Key Takeaways from the Program
- The program will equip you to embrace ECONOMIC CHANGE smoothly and enhance
your decision-making ability regarding choice of Asset Class/Fund/Investment
Vehicle. - The attendee will be able to decipher most of the Economic parameters/indicators
affecting returns. Inflation and Interest rates are two basic concepts on which the
whole of economic journey depends. This program will enhance your understanding
of Inflation and Interest Rate movements. - This program will help you to have meaningful conversations with your investors on
various indicators and help grow your confidence and relationship with investors. - This program will help you to understand cycles in various asset classes and enhance
your decision making regarding Asset Allocation.
Detail of Program/ Workshop
1. ECONOMIC FUNDAMENTALS – Understanding Interest rate and Inflation- The key aspects of
Economic Returns. Demographic Dividend, Population Growth and impact on
demand/changes in demand. Understanding Economic cycles.
2. MONETARY POLICY AND FISCAL POLICY – Understanding constituents of Monetary Policy
and Understanding Budget(Fiscal Policy). HOW TO READ BETWEEN THE LINES.
3. UNDERSTAND CONCEPT/CONSTITUENTS OF RETURN – Role of Liquidity and Fundamentals in
returns.
4. UNDERSTANDING ASSET CLASSES AND ASSET ALLOCATION – Equity, Debt, Bullion and
Commodities. Balancing and Re-Balancing Asset Classes.
5. FUNDAMENTAL AND TECHNICAL ANALYSIS OF EQUITY. UNDERSTANDING BASICS OF EQUITY
DERIVATIVES.
6. UNDERSTANDING CONCEPTS OF DEBT – Average Maturity, Duration, YTM, etc. Basics of
DEBT products including SWAPS, STRIPS etc.
7. HISTORY OF BULLION AND IT’S IMPACT ON ECONOMIC POLICIES.
8.ADVENT OF NEW CATEGORY OF PRODUCTS – Think ahead and be future ready.
Pricing of Workshop
Rs. 5000 per person per month. Payment to be made to ARTHAPRAGYA VENTURES PVT. LTD. on
quarterly basis. GST, when applicable, is extra.
BANK A/C DETAILS :
ACCOUNT NO. : 000305024209
ACCOUNT TYPE : CURRENT ACCOUNT
IFSC CODE : ICIC0000003
BANK NAME AND ADDRESS : ICICI BANK LTD. , 42,HARIBHAKTI COLONY, NEAR CHAKLI
CIRCLE, O.P.ROAD, VADODARA – 390007(GUJARAT)
CONTACT :
Mr.Vikas Kabra (Director)
ARTHAPRAGYA VENTURES PVT. LTD.
M: 8527400977
EMAIL : vikas@arthapragya.com