590

*incl. of Taxes

Major Pillars of Wealth Management & Key Stock Valuation Parameters

  • difficulty level Intermediate
  • English
  • 297 Learners
  • Date: Nov 7, 2021
  • Time: 03:00 PM
  • Duration: 2 Hours

Introduction

The primary focus of the webinar would be discussing the key pillars of wealth management for long term wealth creation. Wealth Management is not just about investment, but making the right investment at the right time with a concrete objective and a properly balanced risk appetite.

The webinar will also throw light on the different valuation parameters for equity valuation of a stock such as P/E multiple, Profit Margins, Debt Equity Ratio etc. Though there is not always a perfect time to buy a stock, nevertheless identifying value stocks which have the potential to witness decent growth in future is the key to making long term wealth through equity. 

Objective of the Webinar-

  • Techniques of Long Term Wealth Creation
  • Techniques of Stock Valuation
  • Major Pillars of Effective Wealth Management
  • How to identify value stock in listed space and IPO.
Anish Buche

Speaker

Anish Buche

CFP

Mr Anish has done his B.E in Industrial Engineering and full-time MBA in Finance from ICFAI Business School, Hyderabad. He has a corporate experience of around 9 years and his experience in capital markets and allied areas is around 6 years. His has rich corporate experience in the field of Financial Analysis, Stock Research Report, Wealth Management and Corporate Finance.

Apart from MBA, Anish is a Certified Financial Planner (CFP) as well as cleared CFA Level – I. Presently, he is also pursuing PhD in Management.

Currently, he is working as Senior VP in Kreo Capital Private Limited, a boutique financial services and Investment Banking firm. He is also an AMFI Registered Distributor of Mutual Funds.

What You Will Learn?

  • How to make proper goal-oriented wealth management.
  • Proper Planning of Investment based on pre-defined goals and objectives.
  • How to start your wealth management to become financially independent in the long term
  • How to analyze the valuation of a given stock (intrinsic valuation)
  • Techniques to understand the current market valuation of a stock.

Materials to be shared with participants

The webinar attendees will have access to the presentation, which contains all the relevant information and insights. This will give the participants hands-on reference to the concepts and case studies discussed during the session. 

Prerequisites

No Major Prerequisites

How to Participate

  • Step 1 : Click on ‘Book Your Seat !‘ button and book your seat for the webinar.

  • Step 2 : You will receive an email containing a link to join the webinar.

  • Step 3 : Click on the same link to join 15 minutes before the start of the webinar.

  • Step 4 : Checksystem requirements and do necessary configuration of your headphone/speaker and system volume.

Major Pillars of Wealth Management & Key Stock Valuation Parameters

590

*incl. of Taxes

Get this for as low as Rs. 33

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