Equity Analysis and Valuation Mentorship Program
Learn the art of fundamental analysis, build financial models, and find multi-bagger stocks.
Mar
27
Starts 27th March, 2025
12:30 - 01:30 pm
₹4,999
₹9,999
(50% OFF)
Hurry up, limited seats left!
23 Live Sessions
Live Doubt Solving
1 Year Access to Recordings
Hindi
What you will learn
Company analysis by studying financial statements, corporate governance, and industry trends
Finding multi-bagger stocks using screeners and other idea generation techniques
Financial modeling to forecast a company's performance and determine its fair value
Portfolio building and investment tracking through quarterly results, management updates, and news
Program overview
Starts on
27th March, 2025
Time
06:00 pm to 07:00 pm
23 live sessions
- Fundamental vs technical analysis and their practical applications
- Investment styles like growth, value, situational investing, and copy investing
- Stock idea generation using screeners, market themes, and industry tailwinds
- Industry analysis using Porter’s 5 forces and identifying major growth drivers
- Reading annual reports and investor presentations as key sources of company insights
- Analyzing profit and loss statements, balance sheets, and cash flow statements in detail
- Key financial ratios depending on industry and company
- Financial modeling to forecast P&L, balance sheet, and cash flow statements on MS Excel
- Valuation methods for companies in different industries, including DCF, relative valuation, and NAV-based valuation
- Tracking company performance through quarterly results, con calls, and shareholding patterns
- Determination of impact of global and domestic economic trends on company and stock performance
- Guest lectures covering investment styles by experienced investors
What you will be able to do after this program
🔍
Master the art of fundamental analysis
Evaluate companies on the basis of financial statements, annual reports, industry analysis, and corporate governance
📊
Build detailed financial models
Create financial models on MS Excel to forecast revenue, profit, and cash flow statements, and determine a stock's fair value
📈
Identify multi-bagger stocks
Spot potential multi-baggers different investment styles, screeners, and industry trends
👀
Track your investments and build a strong portfolio
Monitor results, management commentary, and market updates to stay informed and manage your portfolio
Know your instructor
Kunal Shah
Get access of courses by Kunal Shah
₹2997FREEAfter enrolling in this mentorship program, you will get access to the following courses taught by Kunal Shah, free of cost - Coffee can Investing Strategy, Stock Market Investing for Beginners and Stock Market Valuation for Investing
Key concepts you should know before joining
Basic knowledge of stock market concepts and terminologies
How to check and download financial documents and presentations of listed companies
Common investing terminologies like market capitalization, PE ratio, dividends, CAGR, etc
Working knowledge of Microsoft Excel
Who is this program for
Beginners who want to become professional traders
Working professionals who want to trade part-time
Traders who want to learn and apply new trading strategies
Retirees who want to build a new income stream
84%
of learners said that they were able to find quality stocks, build detailed financial models, and construct their stock portfolio.
How will this program work?
After enrolling
You will be added to a WhatsApp group, where the instructor will solve doubts and you will be able to have discussions with other learners.
Joining the session
The live session will be conducted online on Zoom. You will be able to join it through our website and app.
After the session
All session recordings and study material, if available, will be given within 24 hours after each session.
*Disclaimer: The trade ideas, analyses, and strategies shared on this platform are for educational purposes only, and should not be interpreted as financial advice. Upsurge is not responsible for any losses resulting from applying the knowledge gained through the program. Upsurge is merely providing a platform to trainers to provide stock market and financial education, the content shared is that of the trainer.
First session starts on 27th March
Limited seats left, enroll now!
Have more questions?
You can email us at support@upsurge.club or contact us on +91 865 581 4170
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