Courses / Portfolio Management
Portfolio Management
Most Indian investors who reach a ₹50 lakh portfolio get there through stock picking and SIP discipline, then stall — because the skills that build a corpus are not the skills that manage one. This course closes that gap. You will move from choosing funds to designing an allocation, from tracking returns to decomposing them, and from reacting to markets to running a written rebalancing protocol. It is built for three people: the retail investor past the accumulation stage, the working adviser or
35
Lessons
7
Quizzes
7
Sections
Course curriculum
01 · Introduction to Asset Allocation (5 lessons · 1 quiz)
- Understanding Asset Classes11 minute
- Principles of Diversification10 minute
- Strategic Asset Allocation10 minute
- Tactical Asset Allocation11 minute
- SEBI Guidelines on Asset Allocation10 minute
- Introduction to Asset Allocation — Apply Your Learningquiz
02 · Modern Portfolio Theory (5 lessons · 1 quiz)
- Foundations of MPT11 minute
- Efficient Frontier Concept10 minute
- Calculating Risk and Return10 minute
- Using Correlation Matrices12 minute
- Stress Testing Portfolios10 minute
- Modern Portfolio Theory — Apply Your Learningquiz
03 · Performance Attribution (5 lessons · 1 quiz)
- Introduction to Performance Attribution10 minute
- Selection vs. Allocation10 minute
- Brinson-Fachler Model13 minute
- Calculating the Treynor Ratio10 minute
- Interpreting Attribution Results10 minute
- Performance Attribution — Apply Your Learningquiz
04 · Rebalancing and Tax-Aware Execution (5 lessons · 1 quiz)
- Importance of Rebalancing11 minute
- Threshold Rebalancing Protocols14 minute
- Timing of Rebalancing11 minute
- Capital Gain Harvesting Strategies11 minute
- Managing Emotional Biases9 minute
- Rebalancing and Tax-Aware Execution — Apply Your Learningquiz
05 · Risk Parity and Factor Investing (5 lessons · 1 quiz)
- Introduction to Risk Parity11 minute
- Smart Beta Investing11 minute
- Factor Investing Strategies10 minute
- Integrating Risk Parity with Factors10 minute
- Case Studies in Factor Investing7 minute
- Risk Parity and Factor Investing — Apply Your Learningquiz
06 · Costs, Ethics and Regulation (5 lessons · 1 quiz)
- SEBI Guidelines and Transparency7 minute
- Total Expense Ratio (TER)12 minute
- Tax-Efficient Investment Approaches11 minute
- Ethical Duty and Capital Preservation8 minute
- Professionalism in Asset Management8 minute
- Costs, Ethics and Regulation — Apply Your Learningquiz
07 · Capstone Portfolio Project (5 lessons · 1 quiz)
- Project Introduction10 minute
- Defining Your Investment Goals10 minute
- Asset Selection and Allocation11 minute
- Performance Evaluation Techniques10 minute
- Final Presentation8 minute
- Capstone Portfolio Project — Apply Your Learningquiz
⚠ IMPORTANT DISCLAIMER — Please Read Before Enrolling This course is designed strictly for educational and informational purposes . It does not constitute investment advice, portfolio management services, or a solicitation to buy or sell any securities. GWCINDIA WealthED is not providing personalised financial or tax advice. All examples, calculations, and case studies are illustrative only and based on historical data — past performance is not indicative of future results. Investing in securities markets is subject to market risks; please read all related scheme information documents carefully before investing. Always consult a SEBI-registered Investment Adviser or Chartered Accountant for personalised advice. Legal/compliance reviewed: this disclaimer must be retained in its entirety.