> For the complete documentation index, see [llms.txt](https://thesigmaschool.gitbook.io/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thesigmaschool.gitbook.io/home/course-curriculum/fundamentals-of-investments.md).

# Fundamentals of Investments

**Course Description**

Develop the knowledge needed to build long-term wealth through smart investing and portfolio management. Learn how to invest across different asset classes, manage risk effectively, and create a diversified portfolio aligned with your financial goals.

**Course Duration:** 1 Month

**Class Schedule:**

* 5 Classes per Week
* 1.5 Hours per Class

**Batch Timings:** Multiple batches available.

**Seat Availability:** Limited seats per batch.

**Contact:** Contact the institute for batch timings, seat availability, and enrollment details.

***

### Detailed Course Curriculum

<details>

<summary><strong>1. Introduction to Investment</strong></summary>

* Investing vs. Speculation vs. Trading
* Importance of Investing for Wealth Creation
* Inflation, Risk & Return
* Time Value of Money

</details>

<details>

<summary><strong>2. Financial Goals &#x26; Risk Profiling</strong></summary>

* Setting Financial & Investment Goals
* Types of Investors
* Risk Tolerance Assessment
* Power of Compounding

</details>

<details>

<summary><strong>3. Asset Classes Overview</strong></summary>

* Equity
* Debt
* Gold
* Real Estate
* Mutual Funds
* Asset Allocation
* Diversification
* Indian Investment Options

</details>

<details>

<summary><strong>4. Understanding the Stock Market</strong></summary>

* Primary vs. Secondary Market
* Market Participants (Retail, FIIs & DIIs)
* PE, PB, EPS & Dividend Yield
* Nifty & Sensex

</details>

<details>

<summary><strong>5. Investing in Mutual Funds</strong></summary>

* Equity, Debt, Hybrid, Index & ELSS Funds
* SIP, Lumpsum, STP & SWP
* Expense Ratio & Exit Load
* Choosing the Right Mutual Fund

</details>

<details>

<summary><strong>6. ETFs &#x26; Index Investing</strong></summary>

* Mutual Funds vs. ETFs
* Passive Investing
* Indian ETFs (Nifty BEES & Gold BEES)

</details>

<details>

<summary><strong>7. Bonds, PPF, FD &#x26; NPS</strong></summary>

* Government vs. Corporate Bonds
* Yield, Duration & Interest Rates
* PPF, EPF & Sukanya Samriddhi Yojana
* National Pension System (NPS)

</details>

<details>

<summary><strong>8. Real Estate &#x26; Gold Investment</strong></summary>

* Real Estate Investing
* REITs
* Physical vs. Digital Gold
* Portfolio Diversification with Gold

</details>

<details>

<summary><strong>9. Behavioural Finance &#x26; Investment Psychology</strong></summary>

* Herding Bias
* Overconfidence Bias
* Loss Aversion
* Emotional Decision Making
* Building a Long-Term Investment Mindset

</details>

<details>

<summary><strong>10. Portfolio Construction &#x26; Risk Management</strong></summary>

* Asset & Sector Diversification
* Portfolio Rebalancing
* Sharpe Ratio
* Sortino Ratio
* Emergency Fund Planning
* Liquidity Management

</details>

<details>

<summary><strong>11. Taxation &#x26; Financial Planning</strong></summary>

* Taxation on Equity, Debt & Mutual Funds
* 80C & 80D
* LTCG & STCG
* Tax-Efficient Investing

</details>

<details>

<summary><strong>12. Advanced Concepts &#x26; Global Investing</strong></summary>

* SIP vs. Value Investing
* ETFs vs. Direct Stocks
* Global Investing
* Emerging Markets
* Dollar-Cost Averaging

</details>