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Education
Investor Education and Empowerment is essential for inculcating correct investment habits. We undertake various initiatives to educate investors and enable them to make informed investment decisions based on their investment profiles, risk appetites, and return expectations.
Three important parts of our Investor Education and Awareness Program are: Market Wisdom series, Video broadcasts of Investment Education Topics, and the Nucleus Investmentz newsletter. We also conduct activities such as seminars, exhibitions, etc.
Market Wisdom
This is an Investor Empowerment series comprising material prepared to assist investors as they just step into the capital market or when they are in the middle of various curves in the wealth creation process.
Please see our latest Market Wisdom issue,
Realty Companies and Retail Investors
To view all the issues of Market Wisdom, please click here.
Investor Education Topics
We have been conducting the Investor Education and Awareness program via video broadcasts through our own network (branches and business associates), which is spread over 600 locations across 25 states and union territories in India. Speakers with industry expertise participate in video broadcasts from our head office in Mumbai, which is accessible from any of our branches across the country. {For a list of all our business locations, please click here.}
The last session
was on February 21, 2009; our expert in-house fundamental and technical research team conducted an investor education program on crude oil market outlook.
For brief details about all our previous video broadcast sessions, pleaseclick here.
Nucleus Investmentz
For the past seven years, we have been publishing a fortnightly newsletter, Nucleus Investmentz. It includes analyses of current financial topics, insights on investment-relevant topics, and performance score cards of various mutual funds. This is available in English, Hindi & Gujarati.
Please clickhere
for our latest and earlier issues of Investmentz newsletters.
Market Wisdom Series
The various market wisdom series for general investor education and awareness are as follows:
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Investor Education Topics
Details on the past investor education program sessions conducted via video broadcasts are mentioned below:
February 21,2009: Mr. Nikhil of our in- house commodity team conducted an education program on crude oil market outlook.
January 31,2009: Mr. Ashish Kumar, a leading fund manager conducted an investor education session on Current Market & LIC Mutual fund.
November 15, 2008: Commodities market expertise—Mr. G. Chandrashekar (Associate Editor of The Hindu Business Line), Mr. Deepak Shah, and Mr. Jagdish Ruparel shared their experiences about the commodities market in the Indian context with general investors.
October 18, 2008: Ms. Swati Shevade, a leading fund manager of a private wealth management company, educated investors on who??? to use and trade in Nifty Derivatives Option to create a hedge for one’s investment portfolio.
September 20, 2008: Mr. Prateek Agarwal, a leading fund manager of Bharti AXA Mutual Fund, spoke about the current market scenario and ways in which general investors can profile their investments. He also educated investors about products/schemes being offered by Bharti AXA Mutual Fund.
July 30, 2008: Mr. Nikhil of our in- house commodity team conducted an education program on gold investment in commodity market.
July 19, 2008: Our expert in-house fundamental and technical research team conducted an investor education program in which the following topics were covered: Current Market conditions and Market Outlook, First Quarter Results Review, and Technical Outlook for the Market.
June 21, 2008: Mr. Apporva Shah, a renowned and leading fund manager from DSP Merrill Lynch Fund, educated investors on two important topics: a) current markets; and b) DSP Merrill Lynch Top 100 and DSPML Equity Fund
May 17, 2008: We organized an investor education program, ‘Nivesh ki Duniya’, which covered the basics about investments in the capital market.
April 19, 2008: Our expert in-house research team conducted an investor education session on the following topics: Latest Result Analysis, Investment Strategies, Market Analysis and Technical Outlook.
March 15, 2008: We organized an investor education program on two important topics: ‘Nivesh ki Duniya’ and ‘Gold as an Investment Asset Class’. The session on ‘Nivesh ki Duniya’ covered the basics about capital market investments.
December 15, 2007: Mr. Rajat Jain, a renowned and leading fund manager from Principle India Mutual Fund, educated general investors on two important topics: a) equity market; and b) Principle India Mutual Funds.
November 17, 2007: Mr. Amish Munshi, a renowned and leading fund manager from Tata Mutual Fund, educated general investors on the future of equity markets and provided important details regarding Tata Mutual Funds.
October 26, 2007: Our expert in-house research team conducted an investor education session on the following topics: Latest Result Analysis, Market Analysis and Technical Outlook
September 28, 2007: Our expert in-house commodity research team conducted an investor education program on commodity market.
August 18, 2007: Mr. K K Mittal from Escort Mutual Fund and Mr. Tridip Pathak from Lotus India Fund, leading fund managers, educated investors on topics such as Infrastructure - Growth and Possibilities in the Indian Context, and Equity Markets.
July 21, 2007: Our research team conducted a program on fundamental and technical analysis along with new investment ideas and overall market outlook.
May 19, 2007: Our expert commodity market team conducted an investor education program on ‘The role of commodity market and commodity-based derivatives in bullion trading’.
April 21, 2007: Our expert in-house research team conducted an investor education session on topics such as results analysis for main companies, new investment ideas, update on the cement sector, and technical outlook.
March 31, 2007: Mr. Hemen Kapadia organized a technical analysis session with regard to various stock movements and identifying the patterns.
March 17, 2007: Our research team conducted an educational session on “Yen Carry Trade”. It also included investment ideas for general investors and concluded with a Q&A session.
March 1, 2007: Our research team conducted an investor education session on Budget 2007-08, covering topics such as macroeconomic analysis, Railway Budget highlights, General Budget highlights, impact on sectors and various companies, and technical outlook of the market.
February 17, 2007: Mr. Hemen Kapadia, a renowned technical analyst, conducted an investor awareness session on the technical behavior of the stock market. The two-hour session included topics such as introduction to technical analysis, different types of charts, Dow Theory, support resistance levels, and trend lines and channels. The session concluded with a Q&A session.
February 3, 2007: Our expert in-house research team conducted an investor education session on topics such as results analysis for 3Q FY07, investment ideas, impact of the RBI Quarterly Review Policy, and technical outlook.
January 20, 2007: Mr. Bhagirat Merchant, a renowned and leading investor-cum-merchant banker, conducted an educational program and spoke about his experience and understanding about investing in equity markets.
January 6, 2007: Our expert in-house research team conducted an investor education session on the outlook for 2007 with respect to the economy, industry, and the market. It also included a market wrap for 2006, major events in 2006, and its impact on the market, and the road ahead in 2007.
December 21, 2006: Our in-house research team covered the following topics: a) market wrap; b) investment ideas on 10 stocks; and c) market and technical outlook.
December 9, 2006: Mr. K K Mittal (Fund Manager, Escort Mutual Fund) covered an interesting topic, "Market levels with a Global Perspective and Guidance on Stock Picking".
November 25, 2006: Mr. Ramesh Damani covered the topic, “Market levels with a Global Perspective and Guidance on Stock Picking”.
November 11, 2006: Our in-house research team covered the following topics: a) market wrap; b) result estimates for select companies in IT and auto ancillary industries; and c) market outlook along with Technical inputs.
October 28, 2006: Professional faculty such as Mr. Chandrashekar and Mr. Gyanshekar spoke about the commodities market.
October 14, 2006: Our in-house research team covered the following topics: a) market wrap; b) stock presentation on Bharat Forge Ltd; c) result estimates of select companies in few industries; and d) market outlook.
September 30, 2006: Shri Harsha Upadhyaya (Vice President – Research, UTI Mutual Fund) conducted an educational session on “Insights into Long-term Investing in Stock Markets”.
September 9, 2006: Our in-house research team covered the following topics: a) market wrap; b) overview on pharma, entertainment and paper industries; and c) technical market outlook.
August 26, 2006: Professional faculty such as Mr. Raj Shroff and Mr. John Band spoke about different aspects of FII investments in Indian stock markets.
August 12, 2006: Mr. Dinesh Arya spoke about “Insights on Long-term Birla Advantage Fund” and Mrs. Deena Mehta spoke about “What to do when your share prices fall”.
July 29, 2006: Professional faculty such as Mr. Chandrashekar, Mr. Gyanshekar, and Mr. Deepak Mehta spoke about the commodities market.
11. July 14, 2006: Our in-house research team covered the following topics: a) market wrap; b) telecom sector overview and a report on Bharti Air Ltd; c) Apollo Hospital company overview; d) infrastructure sector overview and Simplex Concrete company report; and e) market outlook for the coming quarter.
June 17, 2006: "Learning from Masters" by Mrs. Deena Mehta, Mr. Rakesh Jhunjhunwala and Mr. Sanjoy Bhattacharya; an important learning recorded from the India Equity Show (organized by Myiris, June 10 and 11).
April 28, 2006: The following topics were covered by our in-house research team: a) commodity outlook (cement); b) sector presentation (auto ancillary); and c) market wrap and market outlook.
April 3, 2006: "Budget analysis" by Mr. Sethi / Mr. Jayesh Gandhi.
February 24, 2006: "Budget Review" by our research team .
February 11, 2006: "Future Perception of Equity Market (Mutual Fund)" by Mr. Ved Prakash Chaturvedi (TATA Mutual Fund).
February 4, 2006: "Commodities market" by Mr. G. Chandrashekar, Mr. T. Gyanshekhar, & Mr. Deepak Shah.
January 21 2006: "Market Wrap / Sugar Industry / BA Report " by our research team.
December 24, 2005: "Market Outlook 2006" by Mr. Rakesh Jhunjhunwala.
November 12, 2005: "Presentation on Hotel Industry" by our research team.
October 8, 2005: "Penny Stocks" by Mr. Kirit Somaiya
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