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Risk Management and Portfolio Construction Course

Goaled: Risk Management and Portfolio Construction Course

Welcome to the exciting world of Risk Management and Portfolio Construction! In this course, we will delve into the art of effectively managing risk and constructing a well-balanced investment portfolio tailored to your financial goals. Whether you’re a beginner or an experienced investor, understanding how to navigate the complexities of risk and optimize your portfolio is crucial for long-term success in the Indian stock market.

Goaled - Stock market courses and share market classes in mumbai

Our Risk Management and Portfolio Construction Course is divided between 8 sessions of 2-hours that take place on weekends. We have chosen weekends as this is when most of our students are available. We also offer completely customizable 1-to-1 training sessions, both online and offline.

Course Contents

  1. Introduction to Risk Management: Understanding the importance of risk management and its role in investment decisions.
  2. Types of Risk: Exploring various types of risks, including market risk, credit risk, liquidity risk, and more.
  3. Risk Assessment: Learning techniques to assess and measure risk in individual securities and portfolio holdings.
  4. Asset Allocation: Understanding the significance of asset allocation and how to allocate investments across different asset classes such as stocks, bonds, and commodities.
  5. Diversification Strategies: Exploring the power of diversification and its ability to reduce risk by spreading investments across different sectors and securities.
  6. Modern Portfolio Theory: Delving into the principles of Modern Portfolio Theory and its application in constructing efficient portfolios.
  7. Risk-Return Tradeoff: Understanding the relationship between risk and return and how to strike a balance based on your investment objectives.
  8. Portfolio Optimization: Techniques for optimizing your portfolio to achieve the desired risk-return profile.
  9. Investment Strategies for Different Risk Profiles: Tailoring investment strategies to match different risk appetites, from conservative to aggressive.
  10. Risk Management Tools: Introduction to risk management tools such as stop-loss orders, options, and hedging techniques.
  11. Performance Measurement: Evaluating portfolio performance using key metrics and benchmarks.
  12. Rebalancing and Review: Strategies for periodically rebalancing your portfolio and conducting regular reviews to ensure alignment with your investment goals.
  13. Behavioral Finance and Emotional Bias: Understanding how behavioral factors influence investment decisions and learning techniques to overcome emotional biases.
  14. Risk Management in Volatile Markets: Techniques for managing risk during periods of market volatility and economic uncertainty.
  15. Capital Preservation Strategies: Exploring strategies to protect capital during market downturns and adverse events.
  16. Risk-Adjusted Return Metrics: Analyzing risk-adjusted performance measures such as Sharpe ratio, Sortino ratio, and Treynor ratio.
  17. Monte Carlo Simulation: Using Monte Carlo simulation to model and assess the risk and potential outcomes of different investment scenarios.
  18. Value-at-Risk (VaR): Understanding VaR and its application in measuring and managing portfolio risk.
  19. Risk Management for Derivatives: Techniques for managing risk when trading derivatives such as options and futures.
  20. Long-Term Investing and Risk Mitigation: Strategies for long-term investors to mitigate risk and build wealth steadily.
  21. Tax Planning and Risk Management: Considering tax implications and incorporating tax-efficient strategies into your portfolio.
  22. Sector and Industry Risk Analysis: Analyzing risks associated with specific sectors and industries to make informed investment decisions.
  23. Economic and Geopolitical Risk: Assessing the impact of economic and geopolitical factors on investment portfolios.
  24. Environmental, Social, and Governance (ESG) Factors: Understanding the growing importance of ESG considerations in risk management and portfolio construction.
  25. Crisis Management and Contingency Planning: Developing contingency plans to manage risk during market crises and unforeseen events.
  26. Portfolio Stress Testing: Conducting stress tests to evaluate the resilience of your portfolio under adverse market conditions.
  27. Risk Communication and Reporting: Effectively communicating risk-related information to stakeholders and preparing comprehensive risk reports.
  28. Risk Management Best Practices: Learning from real-life case studies and adopting industry best practices for risk management.
  29. Ethics in Risk Management: Understanding the ethical responsibilities of risk management professionals.
  30. Psychological Aspects of Risk: Exploring the psychological aspects of risk-taking and understanding how emotions can impact decision-making.


Throughout this course, we will bring the concepts of risk management and portfolio construction to life with real-world examples from the Indian stock market. From analyzing the risk-return tradeoff of different stocks to constructing a diversified portfolio that aligns with your investment goals, you will gain the knowledge and skills necessary to navigate the dynamic world of investments.

At the end of this course, you will be equipped with a comprehensive understanding of risk management techniques, portfolio construction strategies, and the ability to make informed investment decisions. Whether you’re a novice investor seeking to build a strong foundation or a seasoned market participant aiming to enhance your risk management skills, this course will empower you to confidently navigate the complexities of the Indian stock market.

Join us on this exciting journey of Risk Management and Portfolio Construction and unlock the keys to building a resilient and successful investment portfolio!

Risk Management and Portfolio Construction

Allocate assets the right way

Difficulty: Intermediate/Advanced
Duration : 2 Months
Lesson: 8 - 2-hour sessions
Course Format: Online / Offline
Course Fee: Rs. 5,000/-
Our Other Stock Market Courses
Meet the Instructor
Lalit Setpal


Hey! My name is Lalit Setpal and I am a SEBI (Securities Exchange Board of India) registered investment advisor here to help you meet your financial goals. My SEBI registration number is NISM-201800074073

Get in touch with me to know more about my courses!


This course is suitable for individuals at all levels of investing experience. Whether you are a beginner looking to learn the fundamentals of risk management and portfolio construction or an experienced investor seeking to enhance your skills, this course provides valuable insights and techniques.

In this course, you will learn key concepts and strategies related to risk management and portfolio construction. Topics covered include asset allocation, diversification, risk assessment, portfolio rebalancing, risk-return tradeoff, and psychological aspects of risk. You will gain a comprehensive understanding of how to build a well-balanced investment portfolio and manage risk effectively.

There are no specific prerequisites for this course. It is designed to cater to both beginners and experienced investors. However, a basic understanding of financial markets and investment concepts will be helpful.

While this course does not focus on individual stock picking, it provides a solid foundation in risk management and portfolio construction, which are essential for successful investing. You will learn how to assess and manage risk at the portfolio level and make informed investment decisions based on your investment goals.

The concepts and strategies taught in this course can be applied to various financial markets, including stocks, bonds, mutual funds, and other investment vehicles. While the examples and illustrations may primarily focus on the Indian stock market, the principles are applicable to a broader investment context.

Absolutely! This course is relevant for both short-term and long-term investors. It emphasizes the importance of risk management and portfolio construction, which are crucial for any investment horizon. Whether you are a day trader or a long-term investor, the concepts covered in this course will help you make informed decisions and manage risk effectively.

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