This course provides a structured understanding of the Indian stock market from beginner to advanced level.

Students will learn how the Indian stock market operates, how to analyze companies, read financial statements, evaluate stocks, understand charts and indicators, construct diversified portfolios, analyze mutual funds and ETFs, understand futures and options, manage investment risk, and develop disciplined investment strategies.

The course emphasizes practical learning, real-world Indian companies, financial analysis, portfolio construction, case studies, paper trading, and investment research.

Important: This course is for educational purposes and does not constitute personalized investment advice or a recommendation to buy or sell any security.

Basic Knowledge

Students should have:

• ☑ Basic computer knowledge
• ☑ Basic understanding of percentages
• ☑ Basic understanding of financial concepts
• ☑ Ability to use a web browser
• ☑ Basic Excel knowledge – helpful but not mandatory

Recommended

• ☑ Interest in financial markets
• ☑ Basic understanding of banking
• ☑ Basic understanding of economics – helpful
• ☑ Basic understanding of mathematics – helpful

No prior stock market experience is required.

Required

• ☑ Web Browser – Chrome / Edge
• ☑ Excel / Google Sheets
• ☑ Internet access
• ☑ Demat/trading platform for demonstration
• ☑ Stock-market research platform

Analysis Tools

• ☑ NSE/BSE market information
• ☑ Company annual reports
• ☑ Financial statements
• ☑ Stock screeners
• ☑ Charting platforms
• ☑ Mutual fund research platforms

Optional

• ☑ TradingView
• ☑ Google Sheets
• ☑ Excel advanced functions
• ☑ Portfolio tracking applications

By completing this course, students will be able to:

• ☑ Understand the Indian stock market ecosystem
• ☑ Understand NSE and BSE
• ☑ Understand SEBI and market regulations
• ☑ Understand Demat and trading accounts
• ☑ Understand different types of orders
• ☑ Read stock market data
• ☑ Understand market capitalization
• ☑ Analyze financial statements
• ☑ Perform fundamental analysis
• ☑ Perform technical analysis
• ☑ Analyze company valuation
• ☑ Understand mutual funds and ETFs
• ☑ Build diversified portfolios
• ☑ Calculate position sizing
• ☑ Apply risk-management principles
• ☑ Understand futures and options
• ☑ Understand option Greeks
• ☑ Analyze IPOs
• ☑ Understand corporate actions
• ☑ Understand market psychology
• ☑ Develop investment strategies
• ☑ Perform stock research
• ☑ Build a practical investment portfolio
• ☑ Create professional stock-analysis reports

Introduction to Financial Markets

• ☑ What is the financial market?
• ☑ What is the stock market?
• ☑ Why do companies issue shares?
• ☑ What is equity?
• ☑ How investors make money
• ☑ Capital appreciation
• ☑ Dividends
• ☑ Investor vs trader vs speculator

Indian Market Structure

• ☑ NSE
• ☑ BSE
• ☑ SEBI
• ☑ NSDL
• ☑ CDSL
• ☑ Stock brokers
• ☑ Clearing corporations
• ☑ Depositories
• ☑ Market participants
• ☑ Retail investors
• ☑ FIIs/FPIs
• ☑ DIIs
• ☑ Mutual funds
• ☑ Institutional investors

Practical Lab

• ☑ Explore NSE/BSE
• ☑ Understand market indices
• ☑ Identify listed companies
• ☑ Analyze a sample stock quote

Account Structure

• ☑ Bank account
• ☑ Trading account
• ☑ Demat account
• ☑ How money moves
• ☑ How shares move
• ☑ Settlement process

Order Types

• ☑ Market order
• ☑ Limit order
• ☑ Stop-loss order
• ☑ Stop-loss market
• ☑ Stop-loss limit
• ☑ AMO
• ☑ GTT

Trading Concepts

• ☑ Delivery trading
• ☑ Intraday trading
• ☑ Settlement
• ☑ Pledge
• ☑ Unpledge

Practical Lab

• ☑ Analyze a sample trading screen
• ☑ Create hypothetical buy orders
• ☑ Calculate transaction costs
• ☑ Understand trade settlement

Core Concepts

• ☑ Market capitalization
• ☑ Large-cap stocks
• ☑ Mid-cap stocks
• ☑ Small-cap stocks
• ☑ Blue-chip stocks
• ☑ Growth stocks
• ☑ Value stocks
• ☑ Cyclical stocks
• ☑ Defensive stocks
• ☑ Penny stocks

Important Financial Terms

• ☑ EPS
• ☑ P/E
• ☑ P/B
• ☑ ROE
• ☑ ROCE
• ☑ Debt-to-equity
• ☑ Dividend yield
• ☑ Profit margin
• ☑ Operating margin
• ☑ Free cash flow

Corporate Actions

• ☑ Dividend
• ☑ Bonus
• ☑ Stock split
• ☑ Rights issue
• ☑ Buyback
• ☑ Merger
• ☑ Demerger

Profit & Loss Statement

• ☑ Revenue
• ☑ Operating expenses
• ☑ EBITDA
• ☑ EBIT
• ☑ Interest
• ☑ PBT
• ☑ Tax
• ☑ PAT
• ☑ EPS

Balance Sheet

• ☑ Assets
• ☑ Liabilities
• ☑ Shareholders' equity
• ☑ Cash
• ☑ Debt
• ☑ Receivables
• ☑ Inventory
• ☑ Reserves

Cash Flow Statement

• ☑ Operating cash flow
• ☑ Investing cash flow
• ☑ Financing cash flow
• ☑ Free cash flow
• ☑ Cash conversion

Practical Lab

• ☑ Read an annual report
• ☑ Analyze P&L
• ☑ Analyze balance sheet
• ☑ Analyze cash flow
• ☑ Identify financial strengths and weaknesses

Business Analysis

• ☑ Understand the business model
• ☑ Revenue sources
• ☑ Customer segments
• ☑ Market size
• ☑ Industry growth
• ☑ Competitive advantage
• ☑ Business risks

Management Analysis

• ☑ Promoter holding
• ☑ Promoter pledging
• ☑ Management quality
• ☑ Corporate governance
• ☑ Capital allocation
• ☑ Related-party transactions

Competitive Advantage

• ☑ Brand
• ☑ Distribution
• ☑ Network effects
• ☑ Switching costs
• ☑ Cost advantage
• ☑ Technology advantage
• ☑ Scale advantage

Practical Lab

• ☑ Analyze one Indian listed company
• ☑ Identify business strengths
• ☑ Identify business risks
• ☑ Compare competitors

Profitability Ratios

• ☑ ROE
• ☑ ROCE
• ☑ ROA
• ☑ EBITDA margin
• ☑ Operating margin
• ☑ Net profit margin

Valuation Ratios

• ☑ P/E
• ☑ P/B
• ☑ EV/EBITDA
• ☑ PEG
• ☑ Dividend yield

Financial Health

• ☑ Debt-to-equity
• ☑ Interest coverage
• ☑ Current ratio
• ☑ Quick ratio
• ☑ Cash flow analysis

Practical Lab

• ☑ Calculate financial ratios
• ☑ Compare five companies
• ☑ Identify financially stronger companies
• ☑ Identify overvalued/undervalued situations

Valuation Methods

• ☑ Relative valuation
• ☑ P/E valuation
• ☑ P/B valuation
• ☑ EV/EBITDA
• ☑ PEG valuation
• ☑ Dividend valuation
• ☑ Discounted Cash Flow

DCF Concepts

• ☑ Future cash flows
• ☑ Discount rate
• ☑ Terminal value
• ☑ Present value
• ☑ Enterprise value
• ☑ Equity value
• ☑ Margin of safety

Practical Lab

• ☑ Build a basic valuation model
• ☑ Estimate fair value
• ☑ Compare market price with estimated value
• ☑ Perform sensitivity analysis

Banking

• ☑ NIM
• ☑ CASA
• ☑ GNPA
• ☑ NNPA
• ☑ Credit growth
• ☑ Provisioning

IT

• ☑ Revenue growth
• ☑ Deal wins
• ☑ Attrition
• ☑ Utilization
• ☑ EBIT margin

FMCG

• ☑ Volume growth
• ☑ Pricing power
• ☑ Distribution
• ☑ Gross margins

Pharma

• ☑ Product pipeline
• ☑ Generic drugs
• ☑ Regulatory approvals
• ☑ R&D

Auto

• ☑ Vehicle volumes
• ☑ ASP
• ☑ Margins
• ☑ EV transition

Metals & Commodities

• ☑ Commodity cycles
• ☑ Capacity
• ☑ Realizations
• ☑ Global commodity prices

Practical Lab

• ☑ Select an industry
• ☑ Identify industry leaders
• ☑ Compare competitors
• ☑ Analyze industry cycle

Charts

• ☑ Candlestick charts
• ☑ Line charts
• ☑ Bar charts
• ☑ Timeframes
• ☑ Volume

Price Trends

• ☑ Uptrend
• ☑ Downtrend
• ☑ Sideways market
• ☑ Higher highs
• ☑ Higher lows
• ☑ Lower highs
• ☑ Lower lows

Support & Resistance

• ☑ Support
• ☑ Resistance
• ☑ Breakout
• ☑ Breakdown
• ☑ Retest

Technical Indicators

• ☑ SMA
• ☑ EMA
• ☑ RSI
• ☑ MACD
• ☑ Bollinger Bands
• ☑ VWAP
• ☑ ATR
• ☑ Volume analysis

Reversal Patterns

• ☑ Double top
• ☑ Double bottom
• ☑ Head and shoulders
• ☑ Inverse head and shoulders

Continuation Patterns

• ☑ Triangle
• ☑ Flag
• ☑ Pennant
• ☑ Cup and handle

Practical Lab

• ☑ Identify chart patterns
• ☑ Identify support/resistance
• ☑ Analyze breakouts
• ☑ Build a paper-trading setup
• ☑ Define entry, stop loss and target

Long-Term Investing

• ☑ Buy and hold
• ☑ Compounding
• ☑ Value investing
• ☑ Growth investing
• ☑ Quality investing
• ☑ Dividend investing

Trading Strategies

• ☑ Intraday trading
• ☑ Swing trading
• ☑ Position trading
• ☑ Momentum trading
• ☑ Trend following

Portfolio Strategies

• ☑ Diversification
• ☑ Asset allocation
• ☑ Sector allocation
• ☑ Rebalancing
• ☑ Risk-based allocation

Mutual Funds

• ☑ Equity mutual funds
• ☑ Large-cap funds
• ☑ Mid-cap funds
• ☑ Small-cap funds
• ☑ Flexi-cap funds
• ☑ Multi-cap funds
• ☑ ELSS
• ☑ Hybrid funds
• ☑ Debt funds
• ☑ Liquid funds

Important Concepts

• ☑ NAV
• ☑ Expense ratio
• ☑ Exit load
• ☑ AUM
• ☑ SIP
• ☑ STP
• ☑ SWP

ETFs

• ☑ Index ETFs
• ☑ Gold ETFs
• ☑ Sector ETFs
• ☑ International ETFs
• ☑ Tracking error

Practical Lab

• ☑ Compare mutual funds
• ☑ Analyze expense ratios
• ☑ Compare ETFs
• ☑ Build a hypothetical SIP portfolio

Portfolio Construction

• ☑ Investment objectives
• ☑ Risk profile
• ☑ Investment horizon
• ☑ Asset allocation
• ☑ Diversification
• ☑ Position sizing

Portfolio Monitoring

• ☑ Portfolio performance
• ☑ Benchmark comparison
• ☑ Drawdown
• ☑ Risk exposure
• ☑ Sector concentration
• ☑ Rebalancing

Practical Project

Create a hypothetical ₹10 lakh portfolio containing:

• ☑ Equity
• ☑ Mutual funds
• ☑ ETFs
• ☑ Debt
• ☑ Gold
• ☑ Cash

Students must provide the investment rationale for each allocation.

Investment Risk

• ☑ Market risk
• ☑ Business risk
• ☑ Credit risk
• ☑ Liquidity risk
• ☑ Valuation risk
• ☑ Concentration risk

Trading Risk

• ☑ Stop loss
• ☑ Position sizing
• ☑ Risk/reward ratio
• ☑ Maximum drawdown
• ☑ Capital preservation

Position Sizing

Example:

Capital = ₹5,00,000

Maximum risk per trade = 1%

Maximum acceptable loss:

₹5,00,000 × 1% = ₹5,000

Students learn how to determine position size based on entry price and stop-loss distance.

Futures

• ☑ What are futures?
• ☑ Futures contracts
• ☑ Lot size
• ☑ Expiry
• ☑ Margin
• ☑ Mark-to-market
• ☑ Long futures
• ☑ Short futures
• ☑ Hedging
• ☑ Leverage

Practical Lab

• ☑ Calculate futures P&L
• ☑ Calculate margin requirements
• ☑ Analyze hypothetical futures trades
• ☑ Understand leverage risk

Module 16: Options Trading

Option Fundamentals

• ☑ Call option
• ☑ Put option
• ☑ Strike price
• ☑ Premium
• ☑ Expiry
• ☑ Intrinsic value
• ☑ Time value
• ☑ ITM
• ☑ ATM
• ☑ OTM

Option Greeks

• ☑ Delta
• ☑ Gamma
• ☑ Theta
• ☑ Vega
• ☑ Rho

Options Strategies

Beginner

• ☑ Long Call
• ☑ Long Put

Intermediate

• ☑ Covered Call
• ☑ Protective Put
• ☑ Bull Call Spread
• ☑ Bear Put Spread

Advanced

• ☑ Straddle
• ☑ Strangle
• ☑ Iron Condor
• ☑ Iron Butterfly
• ☑ Calendar Spread

Practical Lab

• ☑ Read an option chain
• ☑ Analyze open interest
• ☑ Calculate option P&L
• ☑ Understand time decay
• ☑ Analyze implied volatility
• ☑ Build paper-trading strategies

IPO Analysis

• ☑ IPO process
• ☑ DRHP
• ☑ Fresh issue
• ☑ Offer for sale
• ☑ Promoter holding
• ☑ IPO valuation
• ☑ Use of IPO proceeds
• ☑ Peer comparison

Corporate Actions

• ☑ Dividend
• ☑ Bonus
• ☑ Stock split
• ☑ Rights issue
• ☑ Buyback
• ☑ Merger
• ☑ Demerger
• ☑ Delisting

Practical Lab

• ☑ Analyze a historical IPO
• ☑ Compare IPO valuation with listed peers
• ☑ Analyze corporate actions

Investor Psychology

• ☑ Fear
• ☑ Greed
• ☑ FOMO
• ☑ Herd mentality
• ☑ Confirmation bias
• ☑ Loss aversion

Trading Psychology

• ☑ Revenge trading
• ☑ Overtrading
• ☑ Emotional decisions
• ☑ Averaging losing trades
• ☑ Discipline
• ☑ Trading plan

Practical Exercise

Create a personal trading/investing checklist:

Entry → Position Size → Risk → Stop Loss → Target → Exit Rule → Review

Students will learn a professional stock-research process.

Research Framework

• ☑ Identify sector
• ☑ Understand business
• ☑ Analyze management
• ☑ Analyze financial statements
• ☑ Analyze growth
• ☑ Analyze debt
• ☑ Analyze cash flow
• ☑ Analyze valuation
• ☑ Compare competitors
• ☑ Identify risks
• ☑ Define investment thesis
• ☑ Determine acceptable valuation

Practical Lab

Students select one Indian listed company and prepare:

• ☑ Company overview
• ☑ Business model
• ☑ Financial analysis
• ☑ Ratio analysis
• ☑ Competitor comparison
• ☑ Valuation
• ☑ Risk analysis
• ☑ Investment thesis

Investment Tax Concepts

• ☑ Capital gains
• ☑ Short-term capital gains
• ☑ Long-term capital gains
• ☑ Dividend taxation
• ☑ Tax-loss harvesting

Trading Tax Concepts

• ☑ Intraday trading taxation
• ☑ F&O taxation concepts
• ☑ Turnover concepts
• ☑ Brokerage
• ☑ STT
• ☑ GST
• ☑ Stamp duty
• ☑ Exchange charges
• ☑ SEBI charges

Tax rules and rates may change. Students should verify the applicable rules for the relevant financial year before making tax decisions.

🚀 Complete Stock Market Research & Portfolio Project

Students will create a complete hypothetical investment portfolio using Indian financial-market data.

Project Scenario

Market Research → Sector Analysis → Company Selection → Fundamental Analysis → Valuation → Portfolio Construction → Risk Management → Monitoring

Project Tasks

• ☑ Select investment objective
• ☑ Define investment horizon
• ☑ Define risk profile
• ☑ Analyze market conditions
• ☑ Select sectors
• ☑ Select companies
• ☑ Perform fundamental analysis
• ☑ Analyze financial statements
• ☑ Calculate financial ratios
• ☑ Perform valuation
• ☑ Perform technical analysis
• ☑ Determine portfolio allocation
• ☑ Calculate position sizes
• ☑ Define risk limits
• ☑ Create portfolio tracker
• ☑ Monitor portfolio performance
• ☑ Rebalance portfolio

📊 Build a ₹10 Lakh Investment Portfolio

Students must create a diversified hypothetical portfolio.

Required Components

• ☑ 10–15 selected stocks/funds
• ☑ Asset allocation
• ☑ Sector allocation
• ☑ Individual stock allocation
• ☑ Investment thesis
• ☑ Valuation analysis
• ☑ Risk analysis
• ☑ Expected investment horizon
• ☑ Portfolio monitoring strategy
• ☑ Rebalancing strategy

Final Deliverable

Students prepare a professional:

Stock Research & Portfolio Management Report

Indian Financial Markets

• ☑ NSE
• ☑ BSE
• ☑ SEBI
• ☑ NSDL
• ☑ CDSL

Research & Analysis

• ☑ Annual Reports
• ☑ Financial Statements
• ☑ Stock Screeners
• ☑ Charting Platforms
• ☑ Company Investor Relations
• ☑ Market Data Platforms

Productivity & Analysis

• ☑ Microsoft Excel
• ☑ Google Sheets
• ☑ Charts
• ☑ Financial Models
• ☑ Portfolio Trackers

Optional

• ☑ TradingView
• ☑ Python
• ☑ Financial APIs
• ☑ Automated portfolio analysis

This program can support learning toward roles such as:

• ☑ Equity Research Analyst
• ☑ Investment Research Analyst
• ☑ Financial Market Analyst
• ☑ Portfolio Analyst
• ☑ Investment Analyst
• ☑ Wealth Management Associate
• ☑ Mutual Fund Research Associate
• ☑ Equity Dealer
• ☑ Market Research Analyst
• ☑ Financial Data Analyst
• ☑ Trading Analyst
• ☑ Investment Operations Analyst

The course is also suitable for:

• ☑ Individual investors
• ☑ Working professionals
• ☑ Entrepreneurs
• ☑ Students
• ☑ Aspiring traders
• ☑ Aspiring investment researchers

Equity Research Analyst

• ☑ Research listed companies
• ☑ Analyze financial statements
• ☑ Study industry trends
• ☑ Build valuation models
• ☑ Compare competitors
• ☑ Prepare research reports
• ☑ Track company performance

Investment Analyst

• ☑ Analyze investment opportunities
• ☑ Perform financial analysis
• ☑ Evaluate risk
• ☑ Monitor portfolio holdings
• ☑ Prepare investment reports
• ☑ Track market developments

Portfolio Analyst

• ☑ Monitor portfolio performance
• ☑ Analyze asset allocation
• ☑ Measure portfolio risk
• ☑ Compare benchmark performance
• ☑ Support portfolio rebalancing

After completing this program, learners should be able to understand and analyze the Indian stock market using a structured and disciplined approach.

Students will gain practical experience in:

• ☑ Stock market fundamentals
• ☑ Fundamental analysis
• ☑ Financial statement analysis
• ☑ Financial ratios
• ☑ Stock valuation
• ☑ Technical analysis
• ☑ Mutual funds
• ☑ ETFs
• ☑ Portfolio management
• ☑ Risk management
• ☑ Futures
• ☑ Options
• ☑ IPO analysis
• ☑ Corporate actions
• ☑ Investment psychology
• ☑ Stock research
• ☑ Portfolio construction

Stock Market Fundamentals

↓

Demat & Trading

↓

Financial Statements

↓

Fundamental Analysis

↓

Financial Ratios

↓

Stock Valuation

↓

Sector Analysis

↓

Technical Analysis

↓

Investment Strategies

↓

Mutual Funds & ETFs

↓

Portfolio Management

↓

Risk Management

↓

Futures

↓

Options

↓

IPO & Corporate Actions

↓

Market Psychology

↓

Stock Research

↓

Real-World Portfolio Project

What's Included

• ☑ Practical training
• ☑ Hands-on exercises
• ☑ Stock-analysis assignments
• ☑ Financial-analysis templates
• ☑ Portfolio-building exercises
• ☑ Case studies
• ☑ Paper-trading exercises
• ☑ Downloadable resources
• ☑ Course completion certificate
• ☑ Community/support access
• ☑ Desktop and mobile access

Important Disclaimer

This training program is intended solely for educational purposes. It does not provide personalized investment, financial, tax, or trading advice. Stock-market investments and derivatives involve risk, and learners should conduct their own research and consult an appropriately qualified professional where necessary.