Trading

 Basics
 Technical
 Risk Management
 Fundamental Analysis
 Psychology

BASICS
 Trading & all about
 BSE, NSE, Stock exchange & SEBI
 Demat & Trading Account
 Time Frame
 Primary Market
 Secondary Market
 Buying & selling
 All about orders & its type & how it is work
 Segment
 Market Cap
 Index
 India Vix
 Types of Stocks
 Implied volatility
 Leverage
 Commodities
 MCX
 Volatility
 Margin
 Bond Currency
 Pair
 Demand & Supply
 Margin Call
 Forex Trading
 Pips
 REITs

TECHNICAL ANALYSIS

 All About charts

 All about Candlesticks
 Time Frame
 All About Tools in trading view
 All about indicators
 All about price action
 Support & Resistance
 Volume
 Breakout & breakdown
 Market structure
 Chart pattern
 SMC
 Order Blocks
 FAVGP
 Liquidity Sweep
 Internal Liquidity
 Fake out
 Top-Down analysis
 RISK MANAGEMENT

 All about Risk Management

 Risk on capital
 Risk Per Trade
 All Calculations related Risk management
 Risk management for Indian Market (F&O)
 Risk management for Forex Market
 Risk Management for Equities
 Risk Management for Mutal Fund
 Money Management
 FUNDAMENTAL ANALYSIS

 Words
 Country Analysis
 Industry Analysis
 Company Analysis
 Formulas

PSYCHOLOGY
 Patiance
 Fear
 Greed
 Winning mindset
 Regret
 Meditation in trading
 FOMO
 Overconfidence
 Emotions
 Herd Instinct
 Chasing losses

TRADING AND ALL ABOUT

Meaning Of Trade
 In simple terms, trade is an exchange of goods or services for a
value between one person and another. Trade may involve the
exchange of goods against other goods or services or exchanging
goods against money.

Some Points are very important include without them this definition
is incomplete
 Exchange should be daily basis
 Involve profit and loss both

Now me we understand the trading in stock market

 In simple terms, trade is an exchange of stocks, equities and
underlying assets of any financial items. like stocks, Bonds,
Commodities, Currencies, Interest rates and market indices.

Types of Trading

 Here are many types of trading

 Scalping
 Day Trading
 Swing Trading
 Positional Trading

Scalping

 Scalping is a strategy where a trader executes a high volume of fast-

paced, short-term trades, often lasting only seconds to minutes, to
profit from small, incremental price changes.

Day Trading

 Day Trading is a strategy where traders buy and sell financial

instruments, such as stocks or currencies, within the same trading
day to profit from small, short-term price fluctuations closing all
positions before the market close.
 Swing Trading

 Swing trading is an investment strategy that holds financial

positions for a few days to a couple of weeks to profit from short- to
medium-term market price fluctuations, or "swings"

Key characteristics of swing trading

Holding Period

: Positions are held for more than one day but usually not for very long,
typically ranging from a few days to a few weeks.

Market Focus

: The goal is to capitalize on short- to medium-term price swings and

momentum within a financial market.

Analysis

: Traders use technical indicators and fundamental analysis to identify

trends, potential reversal points, and favorable conditions for taking a
position.

Strategy

: Swing trading involves a strategic decision-making process to identify

and execute trades based on identified price patterns and trends.

Comparison to Other Strategies

: It falls between day trading, which is within the same day, and long-term
buy-and-hold investing.

How it works

: Identify Opportunities: Traders analyze market charts and news to find

assets with significant upward or downward price trends.
 : Enter a Position: A trader enters a long position if a stock is likely to
go up or a short position if it's expected to go down, holding it for the
identified short- to medium-term trend.

: Exit a Position: The trader exits the position when the price swing is
expected to reverse or when the market has moved enough to meet
their profit target.

Positional Trading (INVESTING)

 Investors involve a long – term approach focused on building wealth

gradually typically for goals like retirement
 Investors generally rely on fundamental analysis and can weather
market downturns, while traders use technical analysis and need to
strictly manage their risk to stay profitable
 For Buy ownership in business
 For Acquisition of any company

STOCK EXCANGES, BSE, NSE, SEBI

Stock Exchange
  Stock exchange is a regulated, centralized platform where buyers
and sellers trade financial securities like stocks, bonds, and
derivatives, fulfilling a critical role by facilitating capital formation
for companies, ensuring liquidity for investors, enabling transparent
price discovery, and fostering economic growth through investment
and savings mobilization.

Key Functions of a Stock Exchange

 Capital Formation: Stock exchanges provide a vital channel for

companies to raise capital by issuing shares to the public, a process
known as Initial Public Offering (IPO), which allows them to fund
expansion, research, and other development projects.
 Liquidity and Marketability: Exchanges offer a marketplace where
investors can easily buy and sell securities, providing liquidity and
ensuring that financial instruments can be converted into cash
efficiently.
 Price Discovery: The continuous interaction of supply and demand
on the exchange determines the real-time market price of securities,
providing a transparent and fair valuation of companies and other
issuers.
 Investor Protection: Stock exchanges enforce strict rules and
regulations, monitor trading activity, and require listed companies to
provide regular disclosures, safeguarding investor interests and
reducing fraud.
 Mobilization of Savings: By channeling household savings into
productive investments, stock exchanges facilitate economic
growth, turning individual savings into capital for businesses.
 Economic Barometer: The performance of the stock market serves
as a reliable indicator of the economy's health, with changes in
share prices reflecting the overall sentiment and performance of the
economy.
 Promoting the Equity Culture: Exchanges help spread ownership by
making it easier for smaller investors to participate in the equity
market, thereby fostering broader financial participation.
 Facilitating Takeovers and Mergers: The exchange provides a
platform that allows for the smooth buying and selling of shares,
which is essential for corporate takeovers and mergers to occur.

 Work Mechanism of stock exchange

 BSE

 Bombay stock exchange

Established – 1875
 It is 6th largest stock exchange in the world, located in Mumbai,
around 5400 companies listed on BSE, it is World Fastest exchange
with a trade speed of 6 micro second

NSE

 National Stock Exchange

Established – 1992
NSE was the first exchange in India to implement electronic or
screen – based trading which is begin its operation in 1994.
It is the 5th largest stock exchange in the world, around 2000
companies are listed on NSE

SEBI
SEBI

 The Securities and Exchange Board of India (SEBI) is the primary

regulatory body for the Indian capital and securities markets.
 Established on April 12, 1988, it was granted statutory powers on
April 12, 1992, through the SEBI Act, 1992. SEBI is headquartered in
Mumbai.
 Its main goals are to protect investors, promote market
development, and regulate the securities market.

Key Functions

 Regulatory Functions: Setting standards for trading and disclosures,

and overseeing exchanges and intermediaries.
 Protective Functions: Preventing unfair practices and addressing
investor complaints.
 Developmental Functions: Encouraging market growth and
efficiency through initiatives like investor education.
 Enforcement Functions: Investigating violations and taking action
against non-compliant entities

Powers

 SEBI has quasi-judicial, quasi-executive, and quasi-legislative

powers to make judgments, enforce rules, and create regulations.
 "Quasi-judicial" describes the powers and actions of a body that are
similar to those of a court but are not part of the formal judicial
system. These administrative bodies, such as a commission or
tribunal, possess the authority to hear evidence, conduct
investigations, and make decisions that are binding in a specific
area, like labor disputes or financial regulations, but their jurisdiction
is limited.

Examples of Recent Regulations

 Direct payout of securities to investor accounts, starting October 14,

2024, to reduce fraud.
 Reforms for index derivatives trading, effective November 20, 2024,
aimed at curbing speculation.
 Relaxed IPO rules for REITs and Invites to increase investment
opportunities.

 Took action against Man Industries and its executives on September

30, 2025, for fund diversion.
 SEBI REGULATION

 Primary market
 Secondary market
 Mutal Funds
 FII (FOREIGN INSTITUTIONAL INVESTOR)

DEMAT & TRADING ACCOUNT

Trading Account
 A trading account is an investment account used to buy and sell
financial assets like stocks, commodities, and derivatives on
exchanges, acting as the link between an investor's bank account
and Demat account to facilitate transactions. For a business, a
trading account is a financial statement that calculates the gross
profit or loss from buying and selling goods

Types of Trading Account

 Equity Trading Account: For buying and selling shares, options, and
futures.
 Commodity Trading Account: Used to trade commodities like gold,
oil, and agricultural products.
 Currency Trading Account: For speculating on currency exchange
rates.
 Derivative Trading Account: For trading futures and options, or
contracts based on the value of an underlying asset.

By Operating Method

 Online Trading Account: Orders are placed through internet-based

platforms or mobile apps.
 Offline Trading Account: Orders are placed via phone call

By Broker Service Level

 Discount Trading Account: Offers basic trading services at a lower

cost, with less advisory support.
 Full-Service Trading Account: Provides additional services like
research reports, stock suggestions, and personalized guidance.
 By Trading Method

 Cash Account: You can only trade using your own available cash
balance.
 Margin Account: Allows you to borrow funds from the broker to trade
with a higher purchasing power, but this also increases risk.

In Finance/Investments

 Definition: A trading account is an investment account provided by a

stockbroker that allows individuals or entities to trade securities
such as shares, commodities, futures, and options.
 Purpose: It serves as the platform and intermediary for conducting
buy and sell transactions in the stock market.
 How it Works: You deposit funds into your trading account, which are
then used to purchase securities. The account connects your bank
account and Demat account to the stock exchanges, enabling real-
time online trading.
 Types: Common types include equity trading accounts for shares
and derivative trading accounts for futures and options.

In Accounting

 Definition: A trading account is the first part of a business's trading

and profit and loss account, which details the buying and selling
activities of a company.
 Purpose: Its primary goal is to determine the gross profit or gross
loss that a business incurs from its trading operations during an
accounting period.
 Content: It records the cost of goods purchased, sales of goods, and
direct expenses related to those sales
Demat Account

 A demat account is an Indian term for a dematerialized account that

holds financial securities (equity or debt) digitally for traded shares
in the share market. In India, demat accounts are maintained by two
depository organizations: the National Securities Depository Limited
and the Central Depository Services Limited.
 Types of demat accounts
 Regular demat accounts
 Repatriable demat accounts (allows foreign funds and
transfers abroad)
 Non-repatriable demat accounts

Regular Demat Account

 A regular demat account is the standard account for resident Indian

investors to hold securities like shares, bonds, and ETFs in a digital
format, with no upper limit on the number or value of holdings. It is
linked to a trading account for buying and selling, and requires
payment of an Annual Maintenance Charge (AMC) to the Depository
Participant (DP). It serves as the default account type for individuals
who are not eligible for a Basic Services Demat Account (BSDA).
 Key Characteristics
 For Resident Indians: Primarily designed for investors who
reside in India.
 No Holding Limit: There are no restrictions on the number or
value of securities you can hold in the account.
 Standard Features: It is a default account type offered by
depositories like NSDL and CDSL.
 Linked to a Trading Account: Requires a trading account for
executing buy and sell orders for securities.
 Annual Maintenance Charges (AMC): Requires payment of an
annual fee to the DP for maintaining the account.

When to Use a Regular Demat Account

 You are a resident Indian investor.

 You trade or invest frequently.
 Your investment portfolio is likely to exceed the limits set for a Basic
Services Demat Account (BSDA).

Repatriable Demat account

 A Repatriable Demat account allows Non-Resident Indians (NRIs) to

invest in Indian securities and transfer their investment earnings
and principal back to their home country. It is linked to a Non-
Resident External (NRE) bank account, which facilitates the
seamless repatriation of funds according to the Foreign Exchange
Management Act (FEMA) regulations. This type of account is ideal
 for NRIs who wish to invest in the Indian market while maintaining
the flexibility to take their money out of India when needed.

Key Characteristics

Target Audience:

Designed specifically for Non-Resident Indians (NRIs), Persons of Indian

Origin (PIOs), and Overseas Citizens of India (OCIs).

Bank Account Link:

Must be linked to a Non-Resident External (NRE) bank account.

Fund Repatriation:

Allows the full repatriation of both the principal invested and the income
(like dividends and interest) earned from the investments to an overseas
account.

Regulatory Compliance:

Adheres to FEMA regulations for fund transfers.

Purpose:

To enable NRIs to invest in Indian equities and capital markets and then
send their earnings back home.

How it Works

 Eligibility: The NRI must be an eligible individual and possess a valid

PAN card, passport, and overseas residence proof.
 Bank Account: A NRE bank account is opened or used for this
purpose.
 Demat Account Opening: An NRI Demat account is opened through
a SEBI-registered depository participant (broker).
 Investment: Funds from the NRE account are used to purchase
securities in the Indian market.
 Repatriation: Profits, dividends, and the original investment capital
can be transferred abroad from the NRE account linked to the
Demat account.

Non - Repatriable Demat account

 A non- Repatriable Demat account is a type of account for Non-

Resident Indians (NRIs) that allows them to invest in Indian financial
markets but restricts the ability to transfer their investment
earnings or sale proceeds to their home country. These funds remain
 in India and are managed through a linked Non-Resident Ordinary
(NRO) account, with limited remittance allowed annually, typically
up to $1 million, after taxes are paid.

Key Characteristics

Restricted Fund Transfer:

The primary characteristic is the restriction on easily transferring funds

abroad, as investments made through this account are generally for
managing Indian-sourced income.

NRO Account Linkage:

It must be linked to an NRO bank account, which is used to manage local

income, such as dividends and interest from investments.

Investment Focus:

NRIs open this account to use their Indian earnings to purchase securities
like shares, bonds, and mutual funds within the Indian market.

Annual Remittance Limit:

While funds cannot be freely transferred, the Reserve Bank of India (RBI)
allows a limited annual remittance of up to $1 million to an NRI's foreign
bank account, provided applicable taxes have been paid.

Tax Implications:

Funds deposited and earned through this account are subject to Indian
taxation laws.

Who Uses It?

 NRIs who have income flows in India from sources like rent or
dividends and want to reinvest these rupee-generated funds into
the Indian stock market.
 NRIs who are temporarily in India or have left the country but want
to manage their existing Indian investments without transferring all
earnings overseas.

 Work Mechanism of Demat & Trading Account