Investment Planning Training

Secure your risk-return profile by learning to create an accurate investment plan through portfolio analysis

This finance training has been designed to provide guidance to institutional as well as individual investors in channelizing their surplus funds to the best available options after a detailed analysis of the investor's risk appetite.

Our expert will help in calculating the risk-reward associated with all the available alternatives, giving a clear picture of the current market conditions through this comprehensive finance training. This course can also be customized to specific industry of your choice.

On Demand

Take it as you like it, book an industry expert from our portfolio to visit your office or take it via online mode as screen-sharing instructor-led session(s).

Industry Focus

We only conduct solution-focused training, mapping it to project outcomes or your industry type thereby adding greater value to your purpose of learning.

Standard or Custom

Go for standard or custom module to meet your basic to deep level customization goals through our training. Note: Price may go high for deep learning customization



  1. Determining the number of surplus funds based on the overall profile of the investor in light of the ultimate goal of investments.
  2. Evaluating the alternative investment options( Equity Shares, Debenture, Bonds, Preference Shares, MF, etc): Viability of each alternative depending on the risk-taking ability and expected return of the client
  3. Concluding by identifying the best investment option


If the Investor opts for shares (Equity Shares in specific): EIC Framework or If the investor opts for bonds/debentures

  1. Determining the current performance across sectors: Profitability, Growth
  2. Choosing the company profiles within the industries in question
  3. Analyzing the corporate profiles based on the past performance records: Using the information available in the public domain


A. If the Investor opts for shares (Equity Shares in specific)

  1. Fundamental Analysis: Calculating the intrinsic value
  2. Technical Analysis: Analyzing market trends using graphs and charts

B. If the investor opts for bonds/debentures

  1. YTM
  2. YTC
  3. Comparing the yields


  1. Identifying the most dynamic portfolio
  2. Evaluating the most efficient portfolio options (Using SML and CML): Risk and Return of each portfolio

Who can take this training?

Are you a Founder or CEO?

Are you a startup founder? Are you a CEO of fast pace company? Our power training on investment planning shall help you to make wise investment decisions thereby enabling you to channelize your surplus funds into the most profitable avenues, multiplying your business growth.

Are you an investor?

Whether you are a risk averse or a risk seeking investor, our industry experts will help you determine the most efficient portfolio taking into consideration your individual goals.

Are you a CFO?

Are you a chief financial officer or finance analyst? This training will help you meet your task at job. Both working professional and entrepreneur benefit from this training.

Are you a Freelancer?

Are you that Investment or Finance ninja who likes working from home and still be ahead of full timers? Our training is like a catalyst to your amazing growth lab. We look forward to giving you wings to fly.

Why should I Enroll?

Execute Paid Freelance Projects-Assured Projects within period of 1 Year.

Solve your job or other professional tasks on the go.

Our training courses are industry relevant, this means you can just share your problem statement of project and get training help.

Get Free templates or worksheet specific to your project upon completion of training.

How does it Work?

01. Fill Up Enrollment Form

Fill the form below to show your interest and our sales team will connect with you to get started.

02. Get contacted

Our sales professional will first walk you through the course module for you to get more confident about training delivery.

03. Slot Booking and Payment

Date and time of the training sessions are mutually decided once the instructor is assigned.

We offer you the flexibility to opt for individual training : 1 person or a team (for customized module) as well as batch-wise training (for generic module), depending on your requirements and feasibility.Make the payment, receive training ticket within 24 hours, and get started šŸ™‚

04. Get the ball rolling

Once you are done with payment formalities, you will be contacted by our operations team. Additionally, you will get training ticket with all necessary details to your email box.

Any doubts?

Our experts are just one call away

Enroll Now



+91 7893406832 / 8143180465



Additional perks of enrolling for our power training.


If you score minimum required on practical skills then you get instructor signed validation report with our company stamp.


Avail a great mileage of business networking support by industry folks with no additional cost.

We will help you connect to industry professionals for network growth.


Get a freeĀ Skill Evaluation ReportĀ to showcase to HR while you go for interview, or use it while searching freelance projects, etc.


Assistance on any doubts or clarifications post-training. 20 hours post-training support is included in the package. You can purchase series of custom modules further.


Get 6 months Freelance Project Search Support as we connect you to potential recruiters looking for specific skill-sets.


Interactive session with industry expert to help you understand the different the different certification examinations offered (relevant skill) while helping you choose the aptest one/s for you.

Training Commercials

Please call or mail us to know the "Company Pricing Package & Course Duration"


16,000 INR/-

+ GST | Upto 3 Members

One week training at a venue of your choice ex: (Your office space , Coffee shop or any other business venue)

Our training sessions are delivered by Industry Professionals who have a minimum of 3 years of experience in relevant industry.

*Pricing may vary for highly customized module

**Pricing will be higher for more number of member


12,000 INR/-

+ GST | Upto 10 Members

One week training conducted at our specialized training centers (Co-working spaces) in and across India.

Our training sessions are delivered by Industry Professionals who have a minimum of 3 years of experience in relevant industry.

*Pricing may vary for highly customized module

**Pricing will be higher for more number of member


8,000 INR/-

+ GST | Per Person

One week training assisted by screen sharing and on-call (Access anytime anywhere across the globe)

Our training sessions are delivered by Industry Professionals who have a minimum of 3 years of experience in relevant industry.

*Pricing may vary for highly customized module

Want to know more about our company?

Browse all the generic courses and request for custom courses too.

Fill in the below form to get access to our instructor profiles before you finalize training . By default any of our workshops or training sessions are conducted by Industry Experts with a minimum of 3 years of experience.

Trainer Look-Book Request Form

"Some of our previous events and training sessions"

"Some of our previous events and training sessions"

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Our Testimonials

What People Say

I have taken couple of their workshops towards improving my business Smart Builder App and the course offered were short and sweet and very practical and project oriented. The best part of their training is that it comes customized to your project requirement and you can directly execute project while learning.

Venkatesh Yeruva

Founder | Smart Builder App |

Book your Slot



+91 7893406832 / 8143180465

We are a skill development company, based out of Hyderabad, India for the world.Ā 

Reg: No : Foito Skill Development Services Pvt Ltd, CIN:U80904TG2018PTC128385

Write to us on for quick responseĀ