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Financial Investments and Tax Planning

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Duration: 2 days
Timings: 10 AM – 5.30 PM
Dates: February 23 -24, 2023
Programme Director: Prof. Vandana Bhama, Prof. Vikas Pandey & Prof. Gaurav Gupta
Mode: Online/Offline
Fees: Online : Rs 8000 Plus GST@18%
Offline : Rs 16000 Plus GST@18%
Classroom : Rs 24000 Plus GST@18%

Programme Introduction:

This programme is focused on various investment avenues along with their tax planning. It is specially designed for the corporate professionals to gain an understanding of various investment options and how they can enhance their returns through efficient tax planning. It provides the knowledge of various investments that is required by the professionals in managing their funds and saving taxes.

Programme Objective:

  • To enable the participants to have a thorough understanding and analysis of various investment options.
  • Understanding tax mechanism for various options.
  • Analyzing real scenario based problems.
  • To help participants in identifying value implications of decision alternatives and help them in making decisions.

Programme Content:

  • Mutual fund Investments
  • Fundamentals of stock market
  • Technical Analysis
  • Futures and Options
  • Tax Planning

Programme Methodology:

The course uses participative discussion and practical assignments to achieve the learning objective. Participants are encouraged to share their experience which they have faced within finance domain.

Target Organizations:

Any corporate professional interested in investment management and tax planning.

Program Directors:

Prof. Vandana Bhama: Ph.D (Finance), Department of Management Studies, IIT Delhi; MBA (Finance).

Brief description of Experience: Prof. Vandana is working as an assistant professor in the area of finance & accounting at FORE School of Management. She is an alumni of IIT Delhi. She has published her research work in some leading journals like International Journal of Managerial Finance (Emerald), IIMB Management Review (Elsevier), Journal of Emerging Market Finance (Sage), Asian Journal of Business and Accounting, MDI’s Vision and IUP Journal of Applied Finance. She has also presented her research work in international and national conferences. A few named are Economics and Finance Conference, London, UK and Fourth India Finance Conference, IIM Bangalore. She has attended MDP on ‘Executive Development Program on Applied Financial Risk Management’ from IIM Kashipur and another online program on Equity Valuation and Financial Modelling. She has been awarded scholarships and certificates for securing high positions in her academic background.

Prof. Vikas Pandey: FPM Indian Institute of Management, Lucknow (Finance and Accounting), MBA, ICFAI Business School Hyderabad, B. Tech (Textile Technology) Government Central Textile Institute Kanpur.

Brief description of Experience: He has worked for one and half years at IIM Jammu as an Assistant Professor in the area of Finance and Accounting. Earlier to that, he was associated with the School of Management & Entrepreneurship at Shiv Nadar University. He also has professional experience of more than seven years in accounting and financial reporting of hedge funds and private equity funds.

Prof. Gaurav Gupta: PhD, IIT Kharagpur; CFA, ICFAI University, Tripura.

Brief description of Experience: He has worked for approximately 2 years at VIT Business School, VIT University, Vellore as an Assistant Professor of Finance and Accounting. He has presented his research papers at many prestigious international and domestic finance conferences. He has published research papers in the area of corporate finance in the reputed national and international journals. He has organized management conclave for students on Investment Analysis.

Corporate Group Discount:

One complimentary nomination for every group of three nominations from the same organization, i.e., 3+1 participants for the fee of 3 participants

For registration/enquiries, please mail to exed@fsm.ac.in or call at +91-11-46485562/41242447/ +91 9166085159/ +91 9810875278

Executive Education/MDPs

FORE School of Management has been designing, developing and conducting innovative Executive Education (EE)/ Management Development Programmes (MDPs) for working executives in India for over three decades.