Pathfinders 2-Months Live Online Advanced Portfolio Building & Wealth Creation Training with Live Portfolio Building By Yogeshwar Vashishtha (M.Tech, IIT) Starting Saturday, 10th May 2025
Pathfinders 2-Months Live Online Advanced Portfolio Building & Wealth Creation Training with Live Portfolio Building By Yogeshwar Vashishtha (M.Tech, IIT) Starting Saturday, 10th May 2025
Master the Art of Advanced Portfolio Building and Wealth Creation
Course Fees & Special Discounts:
Regular Fees: ₹40,000
Offer Price: ₹9,999 (If you build a portfolio under Pathfinders Sharekhan account)
Offer Price: ₹14,999 (If using another broker)
Enroll Now - https://pages.razorpay.com/pl_QDfBmKr5ZNNYdq/view
Live Sessions & Learning Schedule
- Live Sessions: Saturday & Sunday – 10th & 11th May, 9 AM to 1 PM
- Ongoing Live Portfolio Building Sessions: Every Thursday, 12 PM to 1 PM
- Lifetime Access: Recordings of all sessions available for life
Unlock the secrets of successful investing with Pathfinders' 2-Month Online Advanced Portfolio Building & Wealth Creation Training led by Yogeshwar Vashishtha. Learn how to analyze assets and liabilities, read balance sheets, evaluate financial ratios, and apply proven investment strategies to build a strong portfolio tailored to your risk profile.
Start Your Portfolio Building Journey Today!
What You Will Learn
- Assets & Liabilities – Understanding the financial foundation of wealth creation.
- Wealth Creation Process – Learn strategic methods for long-term financial growth.
- Reading Balance Sheets – Master financial statement analysis for better decision-making.
- Understanding Financial Ratios – Assess company performance and investment potential.
- Fair Value Method – Determine the true worth of stocks before investing.
- Types of Portfolios – Explore different portfolio strategies for various investment goals.
- Investing in Growth & Undervalued Stocks – Identify and invest in high-potential stocks.
- Sectoral Analysis & Sector Rotation – Optimize your portfolio based on market cycles.
- Portfolio Structuring & Rebalancing – Learn how to build and maintain a well-diversified investment portfolio.
Understanding Risk Profile – Create a personalized portfolio using AlgoFinders.
Practical Learning with AlgoFinders
We go beyond theory! Learn how to create customized investment baskets and portfolios through AlgoFinders, ensuring your investments align with your financial goals and risk appetite.
Types of Portfolios You will Learn to Build
- Income Portfolio
- Growth Portfolio
- Value Portfolio (Warren Buffett Method)
- Contrarian Portfolio (John Templeton Method)
- Momentum Portfolio
- Quality/Consistent Compounder Portfolio (Terry Smith Method)
- Small Cap or Multi-Bagger Portfolio (Peter Lynch Method)
- Sectoral/Thematic Portfolio
- ETF or Index Portfolio (Jack Bogle Method)
-
No matter your investment amount—whether ₹1 Lakh, ₹10 Lakh, or ₹1 Crore—we will guide you in creating multiple portfolios.
Here's a glimpse of the annual profits generated by Yogeshwar Sir in the Investor Community since 2020 for your reference.
Below is the link to the profits which the investors community members.
https://pages.razorpay.com/pl_QDfBmKr5ZNNYdq/view
Live Sessions & Learning Schedule
- Live Sessions: Saturday & Sunday – 3rd & 4th May, 9 AM to 1 PM
- Ongoing Live Portfolio Building Sessions: Every Thursday, 12 PM to 1 PM
- Lifetime Access: Recordings of all sessions available for life
Investment Strategy & Portfolio Balancing
For ₹10 Lakh Portfolio:
- Initial Investment: ₹2 Lakh (20% of capital) across 40 stocks.
- Monthly SIPs: ₹72,727 per month for 11 months.
- For ₹5 Lakh Portfolio:
- Initial Investment: ₹1 Lakh (20% of capital) across 40 stocks.
- Monthly SIPs: ₹36,364 per month for 11 months.
- For ₹5 Lakh Portfolio (Top 20 Stocks Approach):
- Initial Investment: ₹1 Lakh across 20 top stocks.
- Monthly SIPs: ₹36,364 per month.
- For ₹5 Lakh Portfolio (Top 10 Stocks Approach):
- Initial Investment: ₹1 Lakh across 10 top stocks.
- Monthly SIPs: ₹36,364 per month.
Portfolio Balancing: Every 6 months, Yogeshwar Sir will conduct a live portfolio balancing webinar to ensure optimal performance.
Who Should Join?
- Investors looking to build a strong stock portfolio.
- Traders seek to balance risk and returns efficiently.
- Professionals aiming for financial growth through strategic investing.
- Beginners eager to learn portfolio management using modern tools.
- Duration: 2 Months (Online)
- Mode: Live Interactive Sessions + Hands-on Training
- Platform: Learn & implement strategies on
Contact Us:
service@pathfinderstrainings.in
9022330009