Business professionals analyzing financial charts and graphs during a meeting.

Syllabus for Fundamental Analysis Classes

Designed for Indian retail investors who want to move beyond tips & speculation, this course teaches practical stock selection and long-term wealth creation using Fundamental Analysis (FA).
You’ll learn how to analyze financial statements, value companies, assess management quality, and build portfolios — with hands-on practice using tools like Screener.in, StockEdge, Tijori Finance, Trendlyne, and Moneycontrol.

Course Overview

Duration: 4 Months
Total Classes: 16 (2 hours each)
Mode: Online / Offline
Tools Covered: Screener.in, StockEdge, Moneycontrol, Tijori Finance, Trendlyne, Excel

Who Should Join?

– Beginners tired of “stock tips” and want real knowledge
– Retail investors who want to build wealth via quality stocks
– Students and professionals aiming to become analysts

What You Will Learn?

✔️ Ability to analyze any Indian stock fundamentally
✔️ Skill to differentiate hype from true value
✔️ Practical hands-on knowledge with leading tools
✔️ Confidence to build your own long-term wealth creation portfolio

DETAILED SYLLABUS (Class-Wise)

Module 1: Foundations of Investing

Goal: Shift mindset from speculation to business ownership.
  • Difference: Investment vs. Speculation
  • Margin of Safety & Mr. Market allegory
  • Indian examples: Infosys, TCS as long-term wealth creators
  • Tool Practice: Explore Nifty & Sensex trends on Moneycontrol
  • Moats: Brand, Cost Advantage, Network Effects, Switching Costs
  • Indian cases: Asian Paints, DMart, Naukri.com
  • Tool Practice: Company profile search on StockEdge
  • Role of SEBI, NSE, BSE, RBI
  • Primary vs Secondary markets, IPO process
  • FII/DII impact on markets
  • Tool Practice: Track IPOs & FII/DII flows on Moneycontrol & StockEdge
  • Revenue → PAT walkthrough
  • Gross, Operating, and Net Profit Margins
  • Indian example: Hindustan Unilever P&L on Screener.in
  • Assets, Liabilities, Equity
  • Operating, Investing, Financing Cash Flows
  • Red flag check: Profits vs. Cash flow mismatch
  • Indian examples: L&T vs TCS
  • Tool Practice: Balance Sheet in Screener.in
  • IPO hype chasing
  • Buying low P/E blindly
  • Ignoring debt & governance red flags

Module 2: The Analyst’s Toolkit

Goal: Learn ratio analysis, valuations & governance checks.
  • ROE, ROCE, DuPont Analysis
  • Indian case: HDFC Bank vs Nestle India
  • Tool Practice: Ratio comparison on Tijori Finance & Screener.in
  • Current Ratio, Quick Ratio, D/E, Interest Coverage
  • Indian case: Infra company vs IT company balance sheet
  • Tool Practice: Fundamental scans on StockEdge
  • Trailing vs Forward P/E
  • PEG Ratio (Growth-adjusted P/E)
  • Indian case: DMart vs Coal India
  • Tool Practice: P/E band charts on Trendlyne
  • When to use P/B (Banks, Capital-intensive firms)
  • When to use P/S (Tech, Startups, Loss-making firms)
  • Indian case: SBI vs Zomato
  • Tool Practice: Custom screens on Screener.in
  • Promoter pledging, Insider selling, Auditor reports
  • Indian case: Satyam (failure) vs Infosys (success)
  • Tool Practice: Annual report + shareholding pattern on StockEdge & Tijori Finance
  • E-I-C (Economy → Industry → Company) framework
  • Key drivers & risks sector-wise
  • Indian case: TCS vs HDFC Bank
  • Tool Practice: Sector dashboards on Tijori Finance & Trendlyne
  • How to read DRHP
  • Case: Zomato IPO, LIC IPO — hype vs reality

Module 3: Advanced Valuation & Portfolio Building

Goal: Master valuation & build a retail investor portfolio.
  • Gordon Growth Model
  • Indian case: ITC, Coal India
  • Tool Practice: Dividend data from Screener.in + Excel
  • FCFF vs FCFE
  • WACC, Terminal Value
  • Indian case: Reliance Industries (SOTP model)
  • Tool Practice: Analyst estimates from Trendlyne
  • Step-by-step: Data export → Assumptions → Projections → Valuation
  • Indian case: Cera Sanitaryware (simple mid-cap)
  • Investor biases: Herd, Loss Aversion, Overconfidence
  • Portfolio building: Diversification, Asset Allocation, Position Sizing
  • Indian case: 2008 Infra bubble vs SIP investors in HDFC Bank
  • Tool Practice: Build mock portfolio on StockEdge
  • Students present stock pitch (Buy / Hold / Sell)
  • Must include: Business Overview, Moat, Financials, Valuation, Risks
  • Tools: Screener.in + StockEdge + Tijori Finance + Trendlyne

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