Management Development

ACADEMY Programme Series 2017

TWO DAY
MANAGEMENT DEVELOPMENT PROGRAMME
ON FUNDAMENTAL ANALYSIS
 ACADEMY

OBJECTIVE

Fundamental analysis is the corner stone of investing. A sound investment decision involves performing fundamental
analysis. Having a basic knowledge of fundamental analysis will give potential investor a better foundation for investment
decisions but the subject is so broad it's tough to know how and where to start.

A 2-day programme has been designed on fundamental analysis to help the participants understand core elements in
fundamental analysis and understand why and how they should use it when investing.

The programme provides a guideline on where to start when doing fundamental analysis. It covers the following aspects:

I. What is fundamental analysis and why use it?

II. Reading and analysing the financial statements and find relevant information from them for investments.
III. Key factors to look for to judge the true value of a stock.
IV. Analysis of all the critical fundamental ratios: PE, PB, EV/EBIDTA, Growth-Historical and forecasted.
V. Comparing stocks with in the sector with different ratios to come up with undervalued and overvalued stocks.
VI. Identifying growth stocks and how growth is defined in terms of historical and forecasted growth. Using forecasted
EPS as the key area for identifying growth analysis.
VII. Understanding how the domestic and global news and events impact on stocks.
VIII. Importance of portfolio diversification for risk minimisation and need for rebalancing he portfolio, avoiding over
exposure to sector.
IX. Practical examples from the industry will be discussed so that an overall confidence on the stock selection can be
built.

1
 ACADEMY

Jagannadham Thunuguntla's Profile:

Jagannadham Thunuguntla has completed his Executive Education in Harvard Business School. He is
qualified Chartered Accountant (CA) with All India 3rd Rank in CA Final and All India 4th Rank in CA
Inter. Further, he is qualified Cost Accountant (ICWA) with All India 1st Rank in ICWA Final and All India
3rd Rank in ICWA Inter.

He was awarded as "Best Equity Market Analyst" by the then Hon'ble Finance Minister
Shri Pranab Mukherjee in 2012.

He is currently Head of Fundamental Research at Karvy Group heading the team of 30 fundamental
research analysts carrying out research on more than 250 companies. He is editorial board member of
Karvy Finapolis, the monthly personal finance magazine of Karvy group.

Earlier, he was associated with Morgan Stanley Capital Markets in the investment banking having
experience on various pitches for IPOs and follow-on offerings.

He is currently on the board of Responsive Industries Limited (NSE and BSE listed company with
Market Capitalization of Rs.2200 Crs) as Non-Executive Independent Director. In Responsive
Industries, he holds membership in Audit Committee, Nomination & Remuneration Committee and
Corporate Social Responsibility (CSR) Committee.

He had held the positions of Co-Chairman of Assocham National Council on Mergers & Acquisitions,
Co-Chairman of PHDCCI National Council of Economic Affairs, Member of Assocham National Council
on Banking & Finance, Core Group Member of Capital Markets Committee of ICSI (Institute of
Company Secretaries of India), and Academic Advisory Committee member in BIMTECH (Birla
Institute of Management & Technology).

He has more than 100,000 references in various national and international newspapers & publications
such as Wall Street Journal, Financial Times, Economic Times, Business Standard and Business Line.
He has more than 10,000 interviews in various business television channels such as CNBC,
Bloomberg, BBC World, ET Now, CNBC Awaaz and Zee Business. He has been associated with
various industry forums as a speaker on the topics ranging from Global Economy, Private Equity,
Banking License, Takeover code, M&A, Union Budget, Telecom, Corporate Governance, PSU
Disinvestment, etc

2
 ACADEMY

P r o g r a m C o n t e n t

Day : 1

SESSION TOPIC
SESSION 1

10:00AM to 11:30 AM Introduction to Fundamental Analysis

Types of Errors in Investing
Stock Selection Techniques
Stocks to Avoid

11:30 AM to 11:45 AM TEA / COFEE BREAK

SESSION 2
11:15 AM to 01:00 PM Case-Study of Fund Managers

01:15 PM to 02:15 PM LUNCH

SESSION 3
02:15 PM to 03:45 PM Analyzing Warren Buffet Portfolio and Insights

03:45 PM to 04:00 PM TEA / COFEE BREAK

SESSION 4
04:00 PM to 05:30 PM Fundamental Research Reports: How to Study a report, Analyze and
Understand
Practical Example with a Fundamental Research Report

3
 ACADEMY

P r o g r a m C o n t e n t

Day : 2

SESSION TOPIC
SESSION 1
10:00AM to 11:30 AM Introduction to Mutual Funds: Insights from their style of
investing
Introduction to PMS: Insights from their style of investing
Introduction to Alternative Investment Funds (AIF): Insights
from their style of investing
Introduction to Private Equity Funds: Insights from their style of
investing
Introduction to Hedge Funds: Insights from their style of
investing

11:30 AM to 11:45 AM TEA / COFEE BREAK

SESSION 2
11:15 AM to 01:00 PM Introduction to Valuation Techniques
Relative Valuation
Discounted Cash Flow Technique

01:15 PM to 02:15 PM LUNCH

SESSION 3
02:15 PM to 03:45 PM Next Wealth Creation IdeasI
dentifying Next Multi-baggers

03:45 PM to 04:00 PM TEA / COFEE BREAK

SESSION 4
04:00 PM to 05:30 PM Continuation of:
Next Wealth Creation Ideas
Identifying Next Multi-baggers

CONCLUSION

4
 2 DAY MANAGEMENT DEVELOPMENT
ACADEMY PROGRAM ON FUNDAMENTAL ANALYSIS

WHO SHOULD
ATTEND?
Students & Investors
HNIs, Finance & IT professionals and NRIs, who wish
to plan their finances and manage wealth efficiently
Professionals working with Banks, NBFCs, Mutual
Funds, Brokerage houses, Insurance companies,
Personal Bankers, Wealth Management Consultants /
Investment Advisors, etc. who wish to enhance their
skills and acquire comprehensive knowledge of Wealth
Management practices. etc.
Family Office and Advisory Firms
Individuals / self-employed persons interested in this
subject

W O R K S H O P D E T A I L S
MANAGEMENT DEVELOPMENT PROGRAM IS A TWO DAY EXECUTIVE WORKSHOP
Date: July 29 & 30, 2017 | Time: 9:30 AM to 5:30 PM
Venue:
Hotel Inner Circle, Saboo Heights, Raj Bhavan Road, Somajiguda,
Hyderabad 500082 Ph: 040-2330 2330.

FEE & REGISTRATION

Fees: Rs. 9,500/- (including applicable GST)
(Special discount of 10% for a group of 3 or more participants attending together as a team)

PAYMENT MODE: DEMAND DRAFT

Account payee Demand Draft drawn in favour of "NSE ACADEMY LIMITED", payable at Hyderabad,
to be submitted at least three days before the commencement of the program.

FOR ANY FURTHER QUERIES, PLEASE CONTACT

Mr. Abhishek Goud : (Mobile: 9000100319) | Email: agoud@nse.co.in
Mr. G S Vinayak : (Mobile: 9849868889) | Email: gvinayak@nse.co.in
Limited Seats
 2 DAY MANAGEMENT DEVELOPMENT
ACADEMY PROGRAM ON FUNDAMENTAL ANALYSIS

MDP NOMINATION FORM

2 DAY MANAGEMENT DEVELOPMENT
PROGRAM ON FUNDAMENTAL ANALYSIS
NSE ACADEMY LTD. presents a comprehensive program on Fundamental Analysis
Step 1. Take a printout of this Nomination Form
Step 2. Fill the Nomination Form with the required details
Step 3. Make a Demand Draft of Training Fee: Rs.9,500/- (incl applicable GST) payable at Hyderabad in Favor of "NSE
ACADEMY LIMITED"
Step 4. Send the Demand Draft along with completed registration form and Copy of pan card to
Mr. G S Vinayak (98498 68889) / Mr. Abhishek Goud (90001 00319)
National Stock Exchange of India Limited
8-2-594/A/1, Third Floor, Urmila Heights, Opp Rainbow Hospital, Road No 10, Banjara Hills, Hyderabad 500034
Ph No: 040-2335 7082/83 | E Mail: gvinayak@nse.co.in / agoud@nse.co.in

Details Participant Participant Participant

1 2 3

Name

Email id

Mobile

Date of Birth

Designation

Organisation

Years of experience in
Stock Market

Sponsored by: a) Self b) Company

How did you come to know about the program:

a) SMS b) Email c) Facebook d) NSE website e) Friends

Correspondence Address: ................................................................................................................................................

Pin Code: .............................................

Programme Opted For: Date: ..................................................................

Payment Details: Amount (Rs.) .......................................................... Demand Draft No. ................................................

Date of DD ....................................................................................... Bank ..........................................................................

 ACADEMY
National Stock Exchange of India Limited
8-2-594/A/1, Third Floor, Urmila Heights, Opp Rainbow Hospital, Road No 10,
Banjara Hills, Hyderabad 500034
Ph No: 040-2335 7082/83 | E Mail: gvinayak@nse.co.in / agoud@nse.co.in