□ :[Link].
com
(j^| Fundsroom □ :
connect@[Link]
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MODULE 1
AIM:
To understand the financial and investment market with
regards to investors' needs and mindset and to create the
best investment portfolio including various investment asset
classes including stocks, mutual funds, gold, banks and real
estate by providing the best product from the asset classes
and to train them to use it.
Task:
1. Work specifically into stock market and provide the
best product [DEMAT] for trading and investment in
stocks
2. To train, assist, guide investor from basic to
understandable level of investment by providing
knowledge and training them with the process
3. By assisting them on how to invest, where to invest
by teaching them basics of stock market
4. By making them aware of financial returns, risks,
legal aspects , compliances accordingly
5. By creating portfolio report, charts, analysis sheets
representing the investors portfolio
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MODULE - 1
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
AIM:
To understand the financial and investment market with
regards to investors' needs and mindset and to create the
best investment portfolio including various investment asset
classes including stocks, mutual funds, gold, banks and real
estate by providing the best product from the asset classes
and to train them to use it.
Task:
1. Work specifically into stock market and provide the
best product [DEMAT] for trading and investment in
stocks
2. To train, assist, guide investor from basic to
understandable level of investment by providing
knowledge and training them with the process
3. By assisting them on how to invest, where to invest
by teaching them basics of stock market
4. By making them aware of financial returns, risks,
legal aspects , compliances accordingly
5. By creating portfolio report, charts, analysis sheets
representing the investors portfolio
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 1- GENERAL ORIENTATION
AIM:
TASK PERFORMED:
CASE STUDY ANALYSIS:
INDIA V/S USA STOCK MARKET & STARTUP INDUSTRY
POINTS INDIA USA CHINA
Population
% of population investing
in stock market
total market share [stock
market] %
growth in stock market
users post pandemic
no of startups
total unicorns
startup contribution to
economy %
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 2 - WHAT IS STOCK MARKET
AIM:
TASK PERFORMED:
STOCK MARKET CASE STUDY ANALYSIS:
TRADITIONAL METHOD
REAL RETURNS
COMPANY SUGGESTED [considering MINIMUM
SECTOR NAME RETURNS inflation] INVESTMENT
BANKING
GOLD
REAL ESTATE
MUTUAL
FUND
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MODERN METHOD
MINIMUM 3M 6M 1 YEAR DIFFERENCE IN ROI
INVESTMENT [1 RETURNS RETURNS RETURNS [TRADITIONAL -
STOCK
SHARE PRICE] % % % MODERN] %
SECTOR NAME
BANKING
GOLD
REAL
ESTATE
MUTUAL
FUND
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 3 - HANDS-ON & TRAINING
AIM:
TASK PERFORMED:
WORK ANALYSIS:
INVESTORS ANALYSIS
EDUCATION
AL DOMAIN INVESTME RISK
BACKGROU KNOWLEDGE NT ANALYS
INVESTOR GROWTH APPROACH
SR NAME RELATION AGE ND LEVEL PURPOSE IS ANALYSIS PLAN
2
3
6
7
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
10
11
12
13
14
15
16
17
18
19
20
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 4 - BASICS OF PORTFOLIO MANAGEMENT &
APPROACH PLAN
AIM:
TASK PERFORMED:
WORK ANALYSIS:
SAMPLE PORTFOLIO
TOTAL BUDGET
SECTOR STOCK INVESTMENT FUNDAMENTAL ANALYSIS TECHNICAL ANALYSIS
TOTAL
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 5 - STOCK RESEARCH & ANALYSIS
AIM:
TASK PERFORMED:
WORK ANALYSIS:
PORTFOLIO CREATION
FORUM & 3M 6M 1Y EXPECTED
BROKER RETURN RETUR RETURN AVERAGE
STOCK CHART
SECTOR NAME INVESTMENT PATTERN RESEARCH % N% % RETURN %
TOTAL
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 6 - LIVE TRADING
AIM:
TASK PERFORMED:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
WORK ANALYSIS:
MY TRADE
DATE TOTALTOTAL EXPECTED
TOTAL OF STOCK SHARE QUANT INVESTRETURN [10 TOTAL PROFIT/L
TRADE ITY MENT DAYS]
BUDGET SECTOR NAME PRICE RETURNSOSS
0%
0 0 0 0 0
0% 0
0 0 0 0
0% 0
0 0 0 0
0 0 0 0% 0 0
0% 0
0 0 0 0
0 0 0 0% 0 0
0.
TOTAL 0 0 0 0% 0.0 0.0
INVESTMENT SYNOPSIS
BEST PERFORMING STOCK
WORST PERFORMING STOCK
TOTAL INVESTMENT 0
TOTAL RETURN 0.0
TOTAL PROFIT/LOSS 0.0
ROI% 0%
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 7 - DATA ANALYSIS & POWER BI
AIM:
TASK PERFORMED:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
WORK ANALYSIS:
PORTFOLIO DATA
Stock 3 Average
6
Name Months Return
Sector Name Invested Months 1 Year Portfolio
TOTAL
TOTAL INVESTED TOTAL RETURN ROI % Profit/Loss
Sectoral Investment Invested Portfolio Sectorial return
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 8 - FINANCIAL MODELLING
AIM:
TASK PERFORMED:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
WORK ANALYSIS:
Income
Statement
Year 1 Year 2 Year 3 Year 4
Revenue
Gross Revenue
Refunds
Discounts
Net Revenue
Cost of Goods Sold
Product
Fulfillment
Merchant Services
Total COGS
Gross Margin
GM %
Operating Expenses
Personnel
Marketing
Other
Depreciation
Total OPEX
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
Operating Income
Interest
NI Before Taxes
Taxes
Net Income
NI %
EBITDA
ASSUMPTIONS
Revenue
New Customers
AOV
Refunds (as % of rev)
Discounts
COGS
Product
Online platform
Merchant Services
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
Operating Expenses
salaries
Marketing & sales
Other
Depreciation
Interest
Tax Rate
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 9 - MARKETING MODELING
AIM:
TASK PERFORMED:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
WORK ANALYSIS:
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
DAY 10 - RECOVERY & AUDIT
AIM:
TASK PERFORMED:
WORK ANALYSIS:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MAJOR LEARNINGS & CONCLUSION:
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
MODULE 1 AUDIT
GENERAL WORK
ANALYSIS ANALYSIS
[MEETING] [TASK]
LEARN DOMAI CON TIMELIN E
ING N TENT &
OVERAL
APPR KNOW QUA DISCIPLI L COMMENT
ATTEND BEHAVI INVOL
OACH LEDGE LITY NE SCORE [IF ANY]
DAY DATE ANCE OUR VENCY
DAY 1
DAY 2
DAY 3
DAY 4
DAY 5
DAY 6
DAY 7
DAY 8
DAY 9
DAY 10
TOTAL
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM
□ :[Link]
(j^| Fundsroom □ :
connect@[Link]
Fundsroom Investment Services
Registered at Pune,India Reg
no:PU000TI9357 GSTIN:
27AAHFF5448A1ZM