TWO DAY MANAGEMENT DEVELOPMENT PROGRAMME

ON FUNDAMENTAL ANALYSIS

Management DevelopmentProgramme Series 2017ACADEMYACADEMY

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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.

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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

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Day : 1

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

SESSION

SESSION 1

SESSION 2

SESSION 3

SESSION 4

10:00AM to 11:30 AM

11:30 AM to 11:45 AM

11:15 AM to 01:00 PM

02:15 PM to 03:45 PM

03:45 PM to 04:00 PM

04:00 PM to 05:30 PM

01:15 PM to 02:15 PM

TEA / COFEE BREAK

TEA / COFEE BREAK

Case-Study of Fund Managers

LUNCH

Analyzing Warren Buffet Portfolio and Insights

Introduction to Fundamental Analysis

Types of Errors in Investing

Stock Selection Techniques

Stocks to Avoid

Fundamental Research Reports: How to Study a report, Analyze and

Understand

Practical Example with a Fundamental Research Report

TOPIC

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Day : 2

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

SESSION

SESSION 1

SESSION 2

SESSION 3

SESSION 4

CONCLUSION

10:00AM to 11:30 AM

11:30 AM to 11:45 AM

11:15 AM to 01:00 PM

01:15 PM to 02:15 PM

02:15 PM to 03:45 PM

03:45 PM to 04:00 PM

04:00 PM to 05:30 PM

TEA / COFEE BREAK

TEA / COFEE BREAK

TOPIC

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

Introduction to Valuation Techniques

Relative Valuation

Discounted Cash Flow Technique

Next Wealth Creation IdeasI

dentifying Next Multi-baggers

Continuation of:

Next Wealth Creation Ideas

Identifying Next Multi-baggers

LUNCH

W O R K S H O P D E T A I L S

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

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.

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.

2 DAY MANAGEMENT DEVELOPMENTPROGRAM 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

Wealth skills and acquire comprehensive knowledge of

Management practices. etc.

Family Office and Advisory Firms

Individuals / self-employed persons interested in this subject

Limited Seats

ACADEMYACADEMY

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 inStock 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 ..........................................................................

MDP NOMINATION FORM

2 DAY MANAGEMENT DEVELOPMENTPROGRAM ON FUNDAMENTAL ANALYSIS

2 DAY MANAGEMENT DEVELOPMENTPROGRAM ON FUNDAMENTAL ANALYSIS

ACADEMYACADEMY

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

ACADEMYACADEMY