Program Overview
In-depth knowledge and practical skills to make informed investment decisions and manage risk in equity portfolios using technical analysis and derivatives
Brochure
Best-in-class content curated by leading faculty and industry leaders in the form of classroom presentations, videos, case studies and projects Key Learnings
• Advanced Technical Analysis • Equity Derivatives • Technical Analysis and Equity Derivatives • Developing a Trading Plan • Trading Psychology
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What Makes Us Stand Apart?
• Hands-on experience with market data and trading simulations • Personalised feedback and coaching • Practical skills and knowledge to make informed investment decisions
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Who Is This Program For?
The program is designed for individuals with a keen interest in advanced equity investing, technical analysis, and derivatives trading
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Instructors
Learn from India’s top finance faculty and industry leaders. Our faculty members are industry veterans and have worked on a variety of portfolios.
Dr. Amit Bagga
He is a PhD and Master’s in Commerce from University of Delhi. He is
also a qualified Chartered Accountant and Cost Accountant with over 25
years of experience.
Dr. Tejinder Singh Rawal
He is a PhD (Tax), M.Com. M.A.(Economics), M.A.(Public Administration),
MA (Urdu) MA (English lit.) LL.B., FCA, DISA, CISA, CISM.
Om Ahuja
He is a qualified Chartered Accountant with over 24 years of experience
across Merrill Lynch, ABN Amro, Yes Bank and also as CEO of JLL and
Brigade Group.
Makarand Bhopatkar
Prof Bhopatkar is a CFA with over 26 years of experience across equity
research and corporate and academic courses in finance with focus on
capital markets, investments and risk management.
Jitender Kumar
Jitender holds Master degrees in Economics, is an MBA and a CFA
Charter-holder (from CFA Institute USA).
Joydeep Sen
Awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February
2019 and “50 Most Influential Financial Services Marketing
Professional”.
Dr. Satish Shrivastav
Dr. Shrivastav is a qualified M. Com., M. Phil., MIRPM., M.A.
(Econometrics), LL.B., M.B.A., and Ph. D. (Finance) with over 30 years
of academic/professional experience in the areas of accounting &
financial management.
![](/wp-content/uploads/2022/10/dr_shanti_suresh.png")
Dr. Shanti Suresh
Dr Shanti Suresh (CS, M.COM, M.Phil, MBA, MFM) is Vice Principal and HOD
Commerce at SIES College of Commerce and economics -Sion Mumbai.
Dr. Ranjan Chakravarty
Dr. Ranjan Chakravarty is a Senior Professor at NMIMS with research in
cutting-edge high-frequency trading algorithms.
Mr. Venugopal Rajamanuri
He is a Freelance Corporate Trainer and Visiting Faculty in Banking, Financial
Services and Insurance (BFSI) domain and promoter Director of Ascend Academy for
BFSI Sector Studies. He has over 38 years of experience.
Sujoy Das
Co-founder of OAWA; Ex-Head of Fixed Income, Invesco MF, Bharti AXA MF and DSP Merrill Lynch MF with over 25 years of global fund management experience and managing over Rs 35,000 crore of funds.
Vikram Sengupta
IIM-C alumni, ex- Lehman Brothers, Nomura, and founder of Stratmore Wealth (a wealth management firm) and Co-founder of OAWA
Modules
~40
Hours of Learning10
# of modules Month 1
- Introduction to Equity Investing
- What is equity investing?
- Why invest in equities?
- Types of equities
- Equity market participants
- Understanding Financial Statements
- Introduction to financial statements
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Ratios for analysing financial statements
- Fundamental Analysis
- What is fundamental analysis?
- Introduction to valuation techniques (Price-to-earnings ratio, Price-to-book ratio, etc.)
- Identifying undervalued and overvalued stocks
- Company analysis (industry, management, competitors, etc).
- Basic Technical Analysis
- Understanding price trends and chart patterns
- • Trends, channels, support and resistance levels
- • Trend lines, moving averages, and trend channels
- Volume analysis
- • Trading volume, open interest, and liquidity
- • On-balance volume, volume-weighted average price
- Oscillators and Indicators
- • Relative Strength Index, Moving Average Convergence Divergence (MACD), and Stochastic Oscillator
- • Bollinger Bands, Average Directional Index (ADX), and Moving Average Envelope
- Investing Strategies
- Long-term investing vs. short-term trading
- Value investing vs. growth investing
- Diversification and asset allocation
- Risk management techniques
Month 2
- Advanced Technical Analysis
- Fibonacci Retracement Levels
- • Understanding Fibonacci ratios and extensions
- • How to apply Fibonacci retracements and extensions to charts
- Elliott Wave Theory
- • Understanding the Elliott Wave Principle
- • Applying Elliott Wave to trading decisions
- Japanese Candlestick Charting
- • Understanding Japanese candlestick patterns
- • How to use candlestick patterns to identify trading opportunities
- Point and Figure Charting
- • Understanding point and figure charts
- • How to use point and figure charts to identify trading opportunities
- Market Profile Charts
- • How to read market profile charts
- • Identifying trends and reversals
- Equity Derivatives
- Futures Contracts and Options Contracts
- • Understanding futures and options contracts
- • Call and put options
- Trading Strategies with Derivatives
- • Hedging with futures and options
- • Trading strategies using futures and options
- Delta, Gamma, Theta, and Vega
- • Understanding the Greeks
- • How to use the Greeks to manage risk in options trading
- Technical Analysis and Equity Derivatives
- Technical Analysis in Options Trading
- • Identifying options trading opportunities using technical analysis
- • Combining technical analysis and the Greeks to manage options positions
- Trading Strategies with Technical Analysis and Derivatives
- • Using technical analysis to identify trading opportunities with futures and options
- • Combining technical analysis and derivatives to develop trading strategies
- Hedging with Technical Analysis and Derivatives
- • Using technical analysis and derivatives to manage risk in equity portfolios
- Developing a Trading Plan
- Setting Trading Goals and Objectives
- • Defining trading goals and objectives
- • Developing a trading plan
- Identifying Trading Opportunities with Technical Analysis and Derivatives
- • Using technical analysis and derivatives to identify trading opportunities
- • Developing a trading strategy based on technical analysis and derivatives
- Managing Risk and Position Sizing
- • Understanding risk management
- • Position sizing based on risk management
- • Managing and adjustments of derivative strategies
- Keeping a Trading Journal
- • Benefits of keeping a trading journal
- • What to include in a trading journal
- Trading Psychology
- Common Trading Mistakes
- • Common mistakes traders make and how to avoid them
- Controlling Emotions and Biases
- • Understanding emotions and biases in trading
- • Techniques for controlling emotions and biases
- Developing Discipline and Patience
- • Importance of discipline and patience in trading
- • Techniques for developing discipline and patience
- Managing Stress and Burnout
- • Techniques for managing stress and avoiding burnout in trading
Student Testimonials
Ria Vispute
Thakur College
Thakur College
"The learning experience at OAWA has been great. In the huge field of finance, OAWA has been a savior…Faculties who taught us are highly qualified industry experts who simplified the learning process and made it interesting."
Dhruv Khule
Financial Advisor
Financial Advisor
"The content of the course, faculties and the way the course was conducted was thoroughly Professional and outstanding."
Vansh Vaibhav
Amity Noida
Amity Noida
"I would like to thank the OAWA team for providing me with this opportunity. It was a really great experience I wish the classes could be offline but it even in online mode they were done in the best possible way. Sujoy sir's way of teaching is really commendable he is very informative and a great mentor."
Chaitanya Agarwal
CA
CA
"Joined OAWA … with the learning mindset of various markets of how they work what economic factors affect which industry and asset class. I just feel so accomplished by learning the art of reasoning of how and why !!"
Advisory Board
Dr. Kavita Sharma
Dr. Kavita Sharma recently retired as the president of South Asian
University. She was also a professor at Hindu College, Delhi University for 37 years, during which she also served as principal for ten years
Dr. Debashis Sanyal
Dr. Debashis Sanyal is currently the Director at Great Lakes Institute of
Management, Gurgaon. Prior, he was Vice Provost-Management and Dean of School of Business Management at NMIMS, ex-Dean at MDI Gurgaon
Prof. B B Chakrabarti
Prof Binay Bhushan Chakrabarti is a former Professor of Finance at IIM Calcutta and ex-Director-in-charge of IIM Ranchi
Navneet Munot
Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. Navneet has 28 years of rich experience in Financial Markets
Nilesh Shah
Nilesh Shah is the Group President & Managing Director of Kotak Mahindra Asset
Management Co. Ltd. and the President of Bombay Chamber of Commerce and Industry
| Fees* *Non-refundable |
| Introductory Fees: ₹ 19,000/- (Inclusive of 18% GST) |
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