Capital Markets Module

  • Introduction to Markets – Equity, Currency, Commodities, MF and Fixed Income instruments
  • Sales Process – Lead generation, Account Opening, Brokerage plans, Transactions charges, Competitors mapping
  • Basics of Research - Fundamental research, Technical research, Macro-economic view
  • Basics of Derivatives – Futures and Options, Derivative strategies
  • Servicing – Online investment portals, Offline trading, Settlement Process
  • Financial Planning – Client risk profiling, Asset allocation and Goals planning