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Course in Investment

Management

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Before we begin………
 Cell phones
 In this class, all are adults,
not adolescents!
 Notes
 Exams
 Participation & questions
 No ‘Sir’!
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Course in Investment
Management
 Information versus Insight
 Knowledge versus Wisdom
 Today, data, information,
knowledge are freely available,
mostly at the press of a button.
 Therefore, insight and wisdom
are infinitely more important.
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Course in Investment
Management
 Our course will focus on enlightening you
about investment and financial planning.
 The focus will definitely not be on the
mere providing of data. However, we will
guide you in acquiring all relevant data.
 Our objective is to make you
independent investment thinkers, who
can read, understand and research into
all important aspects of investment and
personal finance.
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Recommended
Books

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Recommended Books - 1

‘The Random Walk Guide


to Investing: 10 Rules
for Financial Success’

by Burton G. Malkiel
(Publishers: W.W. Norton & Company)

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Recommended Books - 2

‘A Random Walk
Down Wall Street’
(9th edition, 2007)

by Burton G. Malkiel
(Publishers: W.W. Norton & Company)
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Recommended Books - 3

‘The Four Pillars


of Investing’
by William J. Bernstein
(Publishers: McGraw Hill)
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Recommended Books - 4

‘The Intelligent
Investor’
by Benjamin Graham
2003 revised edition, with
commentary by Jason Zweig
(Publishers: Harper Collins)
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Recommended Books - 5

‘Common Sense on
Mutual Funds’
by John C Bogle (1999)

(Publishers: John Wiley &


Sons, Inc.)
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Recommended Books – 6 & 7
 ‘In the Wonderland of
Investment’ by A. N.
Shanbhag, 25th edition
 ‘In the Wonderland of
Investment for NRIs’ by A. N.
Shanbhag, 7th edition
 Publishers: Popular Prakashan,
Bombay
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Recommended Books - 8

‘Personal Investment
and Tax Planning
Yearbook’
by N. J. Yasaswy, 15th edition
(Publishers: Vision Books,
Delhi)
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Recommended Books – 9 & 10

 AMFIMutual Funds Handbook,


2006 edtion

 ‘The
Indian Mutual Funds
Handbook’ by Sundar
Sankaran, Vision Books

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Email id

investments_sac@yahoo.com

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Thank you!
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