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Fundamentals of Investment

By Dr. Ravi Ahuja   |   Savitribai Phule Pune University, Pune
Learners enrolled: 505
The Course aims at Sensitizing learners about fundamentals of investments. It further discusses process of investment decisions, concept and functioning of securities markets. Concept of Equity and its functioning and role of different intermediaries. Concept of Fixed Income Securities, Concept of Bonds and their valuations and risks. Understanding Equity Analysis- Fundamental Analysis, Technical Analysis, Equity Valuations and Various Dividend Models. Understanding the Concept of Portfolio and Diversification, Risk and Returns, Concept and History of Mutual Funds, Functioning of Mutual Funds, Financial Derivatives - Concept, Importance and Functioning. Investor Protection, Role of Government, Role of SEBI and Stock Exchanges in Investor Protection, Investor Grievance Redressal Mechanism, Insider Trading – Concept and Regulations, Awareness and Activism.
Summary
Course Status : Upcoming
Course Type : Core
Language for course content : English
Duration : 15 weeks
Category :
  • Commerce
Credit Points : 5
Level : Undergraduate
Start Date : 12 Jan 2026
End Date : 30 Apr 2026
Enrollment Ends : 28 Feb 2026
Exam Date :
Translation Languages : English
NCrF Level   : 5.0
Industry Details : Financial Sector

Page Visits



Course layout

Week 01: Money and Its Journey, Finance and Its Importance, Financial Education - Concept and Importance, Financial Concepts - Part 1 and Part 2
Week 02: Inflation & its Effects on Returns, Compound Interest and Compounding, Investment Goals & Its Importance for Personal Financial Growth, Measuring Investment Outcomes - ROI, CAGR, ROE, ROCE
Week 03: Concept of Risk and Return, Types of Risks, Investment Avenues - Asset Classes, Asset Allocations
Week 04: Indian Securities Market - Journey Till Today, Market Participants & Their Roles - Part 1 and Part 2, Concept of Index, Nifty and Economic Indicators that Impact Investments
Week 05: Understanding Functioning of Securities Markets, How to Begin in Securities Market, Structure of Indian Securities Markets
Week 06: Due Diligence in Markets - Role and Importance, Sources of Primary and Secondary Information in Markets, Understanding Primary Markets - Part 1 and Part 2
Week 07: Understanding Secondary Market - Part 1 and Part 2, Trading of Securities
Week 08: Financial Derivatives - Part 1 and Part 2, Financial Derivatives Markets in India, Taxation of Securities & Tax Efficient Investments, Regulations of Securities Markets
Week 09: Fundamental Analysis - Part 1 and Part 2, Technical Analysis - Part 1 and Part 2
Week 10: Credit Rating - Concept and Methodology, Dividend - Concept and Models, Portfolio Diversification - Concept and Efficacy, Fixed Income Securities - Concept and Efficacy
Week 11: Bonds - Concept, Features and Yields, Bond Valuations and Types of Bonds, Default Risks and Credit Ratings
Week 12: Mutual Funds - Part 1 and Part 2, SEBI - Roles and Responsibilities - Part 1 and Part 2
Week 13: Investors Protection - Role of SEBI, Investors Protection - Role of Stock Exchange and Other Market Participants, Investor Grievance Redressal Mechanism System
Week 14: Insider Trading - Concept, Role of SEBI, Investor Awareness and Activism, Other Government Initiatives, Selected Case Studies - SEBI as a Regulator

Books and references

- C.P. Jones, Investments Analysis and Management, Wiley, 8th ed.
- Prasanna Chandra, Investment Analysis and Portfolio Management, McGraw Hill Education
- R.P. Rustogi, Fundamentals of Investment, Sultan Chand & Sons, New Delhi
- N.D. Vohra and B.R. Bagri, Futures and Options, McGraw Hill Education
- Mayo, An Introduction to Investment, Cengage Learning

Instructor bio

Dr. Ravi Ahuja

Savitribai Phule Pune University, Pune
- M.Com, SET (Commerce), MBA (Operations Management), GDC & A,  Ph.D, LLB
- Designation: Associate Professor, Pandit Sunderlal Sharma Central Institute for Vocational Education, Bhopal
 - Area of research includes Company Law, GST, Retail Sector, MOOCs

Course certificate

End-Term Examination:
 - Weightage: 70% of the final result
 - Minimum Passing Criteria: 40%

Internal Assessment:
 - Weightage: 30% of the final result
 - Minimum Passing Criteria: 40%

Calculation of IA Marks:
 - Out of all graded weekly assessments/assignments, the top 50% of assignments shall be considered for the calculation of the final Internal Assessment marks.

All students who obtain 40% marks in the internal assessment and 40% marks in the end-term proctored exam separately will be eligible for the SWAYAM Credit Certificate.
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