Understanding the techniques of Portfolio Management as Financial Planner (20th August 2017, Pune)

20th August 2017, Pune
Audience: Insurance Advisors, Financial Planners, Senior Business Associates and Portfolio Advisors

Venue: Hotel The Majestic, Akurdi, Near Sai Dham Society, Mahasakant School Chowk, Pune

Discussion Points:
  • Understanding the Portfolio Components
  • Understanding the Holding Period Returns, Annualised Returns and CAGR Returns on different Asset Classes
  • Equity Holdings and Return calculations
  • Mutual Funds Holding and Return calculations
  • Real Estate Holding and Return calculations
  • Understanding the Portfolio Return Calculations with a Case Study
  • Understanding the Portfolio Returns and Risk Parameters
  • Understanding the fitment of Insurance Products into the Portfolio to mitigate the Risks in the Portfolio

For more details about the event, please contact Mr. Shrikant Jogi – +91 86986 99898