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Equity Research6

Writing an Investment ThesisBuilding a Discounted Cash FlowReading an Annual Report FastReading a Sector Before a CompanySpotting Quality of Earnings Red FlagsBuilding a Revenue Forecast From Drivers

Portfolio Management3

Rebalancing: When, Why and What It CostsStrategic and Tactical Asset AllocationMeasuring Risk in a Portfolio

Mutual Fund Mastery3

Comparing Funds Without Being FooledHow a NAV Is Struck and Which Day You GetReading a Fund Factsheet Properly

Derivatives Unlocked4

Hedging a Real ExposureThe Greeks, PracticallyFutures, the Basis and What Moves ItReading an Option Payoff

AI For Finance2

Retrieval and Grounding for FinanceDocument Extraction in Finance

Breaking Into Quants4

Backtesting a StrategyHypothesis TestingCleaning Financial DataRegression for Finance

Breaking Into VC3

Sizing a MarketReading a Term Sheet as a FounderHow a Venture Round Actually Works

Financial Analyst Program4

Common Size and Trend AnalysisReading a Cash Flow StatementRatio Analysis That Says SomethingBuilding a Working Capital Schedule

Risk Management Program2

Credit Exposure and How It Is ReducedValue at Risk and What It Hides

Investment Banking Analyst3

Precedent Transactions and Why They DifferReading a Term Sheet StructurallyBuilding a Comparable Companies Table

Private Wealth Management3

Tax Aware Portfolio DecisionsBuilding a Client Risk ProfileGoal Based Planning Arithmetic

Debt Capital Markets3

Analysing an Issuer's CreditDuration and What It Does Not Tell YouBond Pricing and Yield Mechanics

Private Equity Analyst2

Fund Waterfalls and CarryThe LBO in Structure

Hedge Funds Analyst2

Short Selling MechanicsLong Short Mechanics
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Frameworks245

1The statements and the economy
  • Accounting & Reporting
  • Economics & Macro
2Method
  • Quant Methods & Programming
  • Business & Company Analysis
  • Corporate Finance & Valuation
3Instruments and institutions
  • Banking & Market Infrastructure
  • Fixed Income & Rates
  • Derivatives & Structured Products
4Applied practice
  • Public Equities
  • Transactions & Deals
  • Portfolio Construction
  • Funds & AMCs
  • Private Markets & Alternatives
  • Risk, Treasury & Control
  • AI & Digital Finance
  • Stochastic Calculus & Pricing
  • Wealth & Personal Finance
5Cross-cutting discipline
  • Indian Markets & Regulation
  • Professional Practice

Funds, AMCs & Collective Investments

  1. F2

    NAV and Units

    The price. How it is struck each day, and which day's price an order gets.

    • Framework

      How a Scheme's Assets and Liabilities Move Its NAV

      View framework
  2. F3

    Fund Transactions

    What an investor actually does. Subscribe, switch, redeem, and the systematic plans.

    • Framework

      How to Read a Fund Factsheet Before Placing an Order

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    • Framework

      How to Trace a Fund Transaction to Its Statement Line

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    • Framework

      How to Organise the Records a Transaction Leaves

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    • Framework

      How to Read a Fund Return Without Reading a Forecast

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    • Framework

      How to Review What a Scheme Discloses About Governance

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    • Framework

      How a SIP, STP or SWP Instruction Runs, Start to Stop

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    • Framework

      How an Exit Load Changes What a Redemption Pays Out

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  3. F4

    Scheme Categories

    What is on the shelf. The SEBI category framework and every scheme type inside it.

    • Framework

      How to Read a Scheme Information Document, in Order

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    • Framework

      How Scheme Categories Work, and What They Constrain

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  4. F5

    Fund Costs

    What it costs. Loads, the expense ratio, and the direct against regular gap.

    • Framework

      How Mutual Fund Expense Ratios Work: The Daily Charge

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    • Framework

      How Fund Expenses Affect NAV Over Time

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  5. F6

    Active and Passive Funds

    The structural choice. Tracking, creation units and what passive actually delivers.

    • Framework

      How an ETF Works: From the Basket to the Traded Unit

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  6. F7

    Fund Performance Context

    Reading a return honestly. The measures, the benchmark, and what each assumes.

    • Framework

      How a Benchmark Gives a Fund Return Its Real Context

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  7. F8

    Fund Documents

    What the AMC must publish. SID, KIM, SAI, the factsheet and the portfolio disclosure.

    • Framework

      How to Check the Date and Version of a Fund Document

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    • Framework

      How to Read an Exchange Traded Fund Factsheet in Order

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  8. F9

    Investor Records

    What the investor holds and how it is identified. PAN, KYC, folio, nomination, the statement.

    • Framework

      How to Read a Mutual Fund Account Statement, Line by Line

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    • Framework

      How an Account Statement Groups Your Mutual Fund Holdings

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    • Framework

      How a Mutual Fund Folio Works, From Opening to Closing

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    • Framework

      How a KYC Record Supports Opening a Mutual Fund Account

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    • Framework

      How to Update the Details Held in a Mutual Fund Record

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  9. F11

    Fund Distribution and Investor Service

    How a fund reaches an investor, and what the distributor may and may not do.

    • Framework

      How Mutual Fund Distribution Works, Step by Step

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    • Framework

      How to Prepare a Mutual Fund Service Request Properly

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