Course In Investment Management

Course in Investment Management

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Before we begin………  Cell

phones  In this class, all are adults, not adolescents!  Notes  Exams  Participation & questions  No ‘Sir’! 2

Course in Investment Management  Information

versus Insight  Knowledge versus Wisdom  Today, data, information, knowledge are freely available, mostly at the press of a button.  Therefore, insight and wisdom are infinitely more important. 3

Course in Investment Management  

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Our course will focus on enlightening you about investment and financial planning. The focus will definitely not be on the mere providing of data. However, we will guide you in acquiring all relevant data. Our objective is to make you independent investment thinkers, who can read, understand and research into all important aspects of investment and personal finance. 4

Recommended Books 5

Recommended Books - 1 ‘The Random Walk Guide to Investing: 10 Rules for Financial Success’ by Burton G. Malkiel (Publishers: W.W. Norton & Company) 6

Recommended Books - 2 ‘A Random Walk Down Wall Street’ (9th edition, 2007) by Burton G. Malkiel (Publishers: W.W. Norton & Company) 7

Recommended Books - 3

‘The Four Pillars of Investing’ by William J. Bernstein (Publishers: McGraw Hill) 8

Recommended Books - 4

‘The Intelligent Investor’ by Benjamin Graham 2003 revised edition, with commentary by Jason Zweig (Publishers: Harper Collins) 9

Recommended Books - 5

‘Common Sense on Mutual Funds’ by John C Bogle (1999) (Publishers: John Wiley & Sons, Inc.)

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Recommended Books – 6 & 7  ‘In

the Wonderland of Investment’ by A. N. Shanbhag, 25th edition

 ‘In

the Wonderland of Investment for NRIs’ by A. N. Shanbhag, 7th edition

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Publishers: Popular Prakashan, Bombay 11

Recommended Books - 8

‘Personal Investment and Tax Planning Yearbook’ by N. J. Yasaswy, 15th edition (Publishers: Vision Books, Delhi) 12

Recommended Books – 9 & 10  AMFI

Mutual Funds Handbook, 2006 edtion

 ‘The

Indian Mutual Funds Handbook’ by Sundar Sankaran, Vision Books 13

Email id

[email protected]

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Thank you! 15