FINANCIAL CONSULTANCY —- JOBS ACADEMY & PLACEMENT SERVICES

Standard

Investment Academy runs two services namely Financial Consultancy & Jobs Academy and Placement Services.

Investment Academy is promoted by Dhaval Shah

Dhaval has an experience of 12 years in the field of Financial Services. He has worked with diverse organisations and on diverse positions. He worked as AVP for PincMoney before starting his own venture. He has handled product portfolio which includes Shares, Mutual Fund, Insurance, Bonds, Structured products etc.

Dhaval has vast experience of predictive writing on diverse topics that includes Global Economy, Indian Economy, Equity, Commodity and Currency markets. He has been writing since 2008 on his blog- https://investmentacademy.wordpress.com/ . His articles have been published on eminent web portals of India and World.

Valuenotes, one of the prominent, web based, research publisher in India, wherein all big brokers have been publishing their research, has been publishing his articles daily. Reader can use the link http://www.valuenotes.com/author-details.php?cid=OTE3 to read his articles.

Same way, Market Oracle is very prominent international research publisher, wherein Director Nadeem Walayat publishes handpicked articles on his web portal from thousands of them received. They have been publishing his articles as and when sent. Readers can read here. http://www.marketoracle.co.uk/UserInfo-Dhaval_Shah.html .

Dhaval has been invited many a times for Guest Lecture from colleges like Semcom, Parul etc. He was on viva panel selected by Gujarat University for last semester MBA students along with prominent Industrialists and Academicians.

Dhaval was appointed as trainer for 1st Module of CFP (Certified Financial Planner ) by ICFP ( International College of Financial Planning). He was also called for Expert talk by Principal Mutual Fund for his Financial Advisors.

Financial Consultancy

We offer 2 services Investment Advisory and Wealth Management.

Investment Advisory – We extend advisory services on Equities, Bullions and Currency. Wherein, client receives advice on buying and selling of respective assets via sms. Only subscribers can avail this service. To know about Subscription charges, contact personally.

Wealth Management – we provide services like Retirement planning, Education and Marriage planning for children, Wealth Accumulation planning. Here, we check client’s current net worth, conduct financial diagnosis test, know his/her financial goals and accordingly we recommend an investment plan. It also covers basic insurance needs of client.

Jobs Academy & Placement Services

We have started first of its kind course in the city, which aims to bridge the skill gap between prospective employees and employers of BFSI( Banking, Financial Services and Insurance) industry.

Freshers seeking Job in BFSI industry, lack the skills to get an entry. In today’s dynamic world, economy and markets change every day, new concepts are introduced quite frequently and with that up gradation of knowledge becomes inevitable. Banks, Brokers, MFs and Insurers want the talented candidate having updated knowledge so that they can start contributing from day one.

We cover following topics in the course

Banking: History, Negotiable Instrument Act, RBI Act, RBI’s role, functions, regulatory matter, monetary policy and instruments used by RBI, policy rates, exchange rates, Clearing cycle, CASA, KYC, different credit transfer methods, products offered by bank such as home loan etc., followed by mock bank interviews

Equity: History, Regulatory structure, SEBI, Depositories, Exchange, Other players, Demat a/c, Trading a/c, KYC, Future & Options, Fundamental Analysis, Technical Analysis, Portfolio Management, Structured products, IPO, Merchant Banking etc.. mock interviews

Mutual Fund: Formation of trust, AMFI, Regulations, Equity schemes, Money market and Debt schemes, other types of MF schemes, Exchange Traded Funds, Mutual Fund analysis, Risk Management, SIP, STP, SWP, tax etc.. mock interview

Insurance: History, Principles, IRDA, Regulations, Underwriting, Types of Life Insurance, ULIPs, Riders, General Insurance, Types of General Insurance, etc

Above listed topics is just sneak preview of contents to be covered in course.

We will also call industry expert to deliver expert talk during the course.

Address: B wing – FF-15, Vraj Venu, D-Mart cross roads, Dabhoi Waghodiya Ring, Road, Vadodara.

M. 98255 28815, E-mail: dcshah76. Blog: https://investmentacademy.wordpress.com

Regards
Dhaval Shah

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s