📉 Finance — Investing
Investing Notes
Structured notes on equity investing, mutual funds, SIP, portfolio management, fundamental analysis, retirement planning, value investing, and advanced investment strategies.
Investing Notes
Browse notes on investing and wealth building.
Systematic Investment Plan (SIP)
How SIP works, rupee cost averaging, power of compounding, SIP vs lump sum, calculating returns with XIRR, tax rules, regulations, and advanced strategies.
Stock Market Fundamentals
How stock markets work, exchanges, order types, market participants, IPOs, indices, reading stock data, corporate actions, settlement, market cycles, regulations, and tax.
Mutual Funds — Complete Guide
Fund types, NAV, SIP vs lump sum, expense ratios, direct vs regular plans, performance metrics, risk management, portfolio construction, tax rules, regulations, and behavioural finance.
Fundamental Analysis — Complete Guide
Financial statements, key ratios (profitability, liquidity, leverage, efficiency), intrinsic valuation (DCF, WACC, DDM), relative valuation (P/E, EV/EBITDA, comps), competitive moats, industry & macro analysis, and stock screening. Global perspective.
Portfolio Management — Complete Guide
Modern Portfolio Theory, CAPM & factor models, asset allocation, portfolio construction, equity strategies, fixed income, alternatives, risk management (VaR, drawdown, hedging), behavioral finance, and global investing.
Retirement Planning — Complete Guide
Retirement fundamentals, corpus calculation, withdrawal strategies (4% rule, bucket strategy), pension & social security systems, annuities, estate planning, tax optimization, and life-stage planning. Global perspective.
Capital Gains Tax — Complete Guide
How capital gains tax works globally — calculation, short-term vs long-term rates, cost basis methods, tax-loss harvesting, key exemptions & deferrals, asset class treatment (equities, property, crypto), reporting, and portfolio strategy.
Value Investing
Value investing principles, intrinsic value, margin of safety, moat analysis, valuation methods, finding undervalued stocks, portfolio construction, and the psychology of investing.
Technical Analysis
Charts, candlestick patterns, support & resistance, trend lines, moving averages, RSI, MACD, Bollinger Bands, Elliott Wave, Fibonacci, Ichimoku, and trading systems. Global perspective.
Applied Value Investing
Practitioner workflow — stock screening, investment checklist, building a thesis, position sizing, and portfolio monitoring.
ESG Investing
ESG criteria, sustainability ratings, impact investing, ESG integration in portfolios, and green finance instruments.
Asset Management
Asset management industry — mandates, AUM, investment process, fee structures, and how institutional money is managed.
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