Course Overview
Master Portfolio Theories, Asset Allocation, & Rebalancing Strategies Fee: ₹5,000 Duration: 4 Weeks | Fixed-paced Category: Advanced Certification: Marksheet + Certificate Course Overview This course builds your expertise in designing, constructing, and managing portfolios for long-term wealth creation. Ideal for advisors and analysts, it combines real-world portfolio strategies with modern financial theory. Key Topics - Risk-return framework: mean-variance, beta, alpha - Diversification: strategic vs tactical allocation - Modern Portfolio Theory (MPT), CAPM, Sharpe ratio - Core-satellite investing - Rebalancing logic & tax-harvesting - Tracking error & performance attribution - Building sample portfolios using Indian mutual funds, ETFs Who Should Take This - Portfolio managers, PMS teams, advisors - AMCs, fintech product builders - CFA/NISM candidates & fund reviewers