Each session means 2X 90 minutes i.e. 20 sessions Prof.

Rajiv Vohra

Trimester III- Jan-Mar 2010 u!ject" #ea$th Mana%ement

Reference &oo's 1. Investment (na$)sis an* Portfo$io Mana%ement !) Prasana +han*ra ,Tata Mc-ra. /i$$0 2n* (**ition1 2. Ta2man3s 4irect Ta2es P$annin% an* Mana%ement !) Vino* 5 in%hania. 6. The Inte$$i%ent Investor !) &enjamin -raham ,/ar7er +o$$ins Pu!$isher1 8. The #arren &uffet #a) !) Ro!ert - /a%strom 9. :ne ;7 on the #a$$ treet !) Peter <)nch et a$ , Reference Materia$ 1. &usiness =e.s7a7er" Economic Tines0 &usiness <ine0 &usiness tan*ar* etc. 2. Journa$ of >inancia$ P$annin% 6. IR4( Journa$ 8. &usiness Ma%a?ines" :ut$oo' Mone)0 Mone) To*a) etc To7ic" #ea$th Mana%ement &asics ession " 1 @ 2
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome Business C&cles In)lation* +e)lation , Recession Fiscal , Monetar& Policies conomic Indicators Introduction To Wealth Management Wealth Management Basics Financial Market Concepts Advanced conomic Concepts

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome

" 6@8

Fundamental Investment Concepts conomic nvironment Time -alue o) Mone& Principle o) Compounding Introduction to Risk Return Calculation .umerical on Time -alue o) Mone& .umerical on Compounding and +iscounting

Present -alue* Future -alue , Compounding Annuities Standard +eviation* R-S/uare* Coe))icient o) Correlation Beta* Te&nor0s Ratio* Sharpe Ratio

ession
Asset Classes

" 9@A

Fi$ed Income Securities /uit& Markets .umerical on Bond 1ield Calculations .umerical on P Ratio Calculations

Signi)icance o) +iversi)ication 2nderstanding Asset Classes Bond 1ields , Bond Prices PS , P Ratios

ession
Pre-session Reading Classroom Session Asset Classes Real state +erivatives

"B@C

 !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome

!old and (ther Asset Classes .umerical on +erivative Pa&-o))s .umerical on (ther Asset Class Returns

Futures , (ptions Calculation o) +erivative Pa&-o))s

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome Investment Products

" 9 @ 10

Concept* Advantages and volution o) Mutual )unds in India T&pes o) )unds 3 open ended* close ended* ta$ e$empt* e$change traded* Funds o) Fund .umerical on .A- Calculations Calculation o) Beta* Sharpe and Te&nor0s Ratios

/uit& , de4t Funds .A- )or Mutual Funds Money market, Real Estate fund etc

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Investment Products

" 11@12

Port)olio Managed Schemes Managed Funds .e5 Investment Avenues

Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome

T&pes o) Managed Schemes 2pdate on latest trends in Wealth Management

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome Retirement Planning

" 16@18

Introduction to Retirement Planning Retirement Solutions Annuities Calculation o) Annuities

T&pes o) Retirement Plans 3 +e)ined Bene)it and +e)ined Contri4ution plan Superannuation and other retirement plans Retirement planning and Strategies Post Retirement Counseling Retirement Income Streams Pension Sector Re)orms

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'i)e Insurance

" 19@1A

Term Insurance ndo5ment Insurance 2nit 'inked Insurance Calculating 6uman 'i)e -alue

'earning (utcome Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome

'i)e Insurance .eed Anal&sis 'i)e Insurance Polic& Selection

ession
Introduction to Ta$ation

" 1B0 1C @19

Ta$ Planning Consideration Ta$ation Computation Capital !ains )or Asset Classes Basic Ta$ Return Calculations

Principles of taxation of personal income Tax planning Consideration Tax computation Tax planning Strategies

ession
Pre-session Reading Classroom Session !roup Work "In Classroom# Assignments Conceptual $ercises% Application $ercises% Case Stud& 'earning (utcome state Planning

" 20

Features o) Trusts Income Ta$ Implications Will and its T&pes Administration o) Will

Signi)icance o) Will Ta$ Planning through Wills