Investing Mentorship

Trader vs investor mindset. The real power of compounding. How Warren Buffett and Rakesh Jhunjhunwala make decisions. This class sets the foundation for everything that follows.

Open a real company's balance sheet and read it line by line. Assets, liabilities, equity — at the number level. Live walkthrough on Screener.in.

The journey from revenue to PAT. EBITDA margins. Operating cash flow vs profit — why the difference matters. Live practice on a real company.

P/E, P/B, ROE, ROCE, Debt/Equity, Current Ratio — all in one session. Which ratio matters when. How to compare across sectors.

DCF simplified. Comparable valuation. PEG ratio. Margin of safety. We will value a real stock live in class.

MD&A section, auditor notes, related party transactions, contingent liabilities — where the red flags hide. Live walkthrough on a real annual report.

Banking (NIM, NPA, CASA), IT (attrition, deal wins), FMCG (volume vs value growth), Pharma (ANDA pipeline). Every sector speaks a different language.

How many stocks to hold. Asset allocation — equity, debt, gold. Large cap vs mid cap vs small cap. Portfolio design based on age and goals.

Entry criteria. When averaging down makes sense and when it doesn't. Exit triggers — did fundamentals change or just the price? Partial profit booking.

Portfolio hedging basics. What is a protective put. Generating income with covered calls. Using F&O as insurance, not speculation.

Direct vs regular. Index funds vs active funds. When to start and stop a SIP. The impact of expense ratio over 20 years. Goal-based SIP planning.

Bring everything together and build your own investment plan. Income, expenses, goals, risk appetite, allocation, stock selection, review schedule. You will walk out of this class with a plan in hand.