Money comes and goes — but how you manage it makes all the difference.

In this course, you’ll learn why just earning and saving is not enough. We’ll show you how smart investing and basic financial knowledge can help you live a stress-free and secure life.

You don’t need to be a finance expert. Just learn simple concepts like:

• How money grows with investment

• How to avoid common money mistakes

• Budgeting in real life

• Setting financial goals

• Taking control of your financial future

All companies need money to run their business. Sometimes the profit acquired from selling goods or services is not sufficient to meet the working capital requirements. And so, companies invite normal people like you and me to put some money into their company so that they can run it efficiently and in return, investors get a share of whatever profit they make.

This course module will help you understand the different financial instruments available in the share market. You will learn what they are, how they work, and how people use them to invest and grow money.

In this lesson, you’ll explore:

• What are financial instruments?

• Types of instruments: Shares, Bonds, Mutual Funds, Derivatives, etc.

• Risk and return in each type

• Where and how these instruments are traded

• Which instrument suits your investment goal?

This course will help you understand what an IPO is and how to invest in it. You will learn everything step by step in easy language — no prior knowledge needed!

You will learn:

• What is an IPO?

• Why companies bring IPOs

• How to apply for an IPO online

• What to check before investing

• What happens after you apply

Ever wondered how a company gets listed in the stock market?
This course will help you understand the entire IPO journey in a very simple and clear way.

You will learn:

• What happens before a company launches an IPO

• Who approves the IPO and how

• How shares are offered to the public

• How investors apply and how allotment happens

• What happens after listing on the stock exchange

A Draft Red Herring Prospectus (DRHP) is an important document released before a company launches its IPO. It contains all the key information about the company and the IPO.

Understand:

• What is a DRHP and why it is needed

• Who prepares and files the DRHP

• Important parts like company details, financials, risk factors, and offer info

• How investors can use the DRHP to make smart decisions

• Simple tips to read and understand the DRHP easily

Start your stock market journey by learning about the Primary Market – where companies raise money by offering shares to the public for the first time. This course explains key concepts like IPO (Initial Public Offering), how investors participate, and why it matters. Designed in a clear and educational way, this is the perfect first step for beginners who want to understand the foundation of the share market.

Are you planning to invest in an IPO for the first time? Then this video is a must-watch! In this beginner-friendly session, you will learn:

📌 What is an IPO (Initial Public Offering)?
📌 How to choose the right IPO to invest in?
📌 Importance of reading the DRHP (Draft Red Herring Prospectus)
📌 Understanding the company’s business model
📌 How reliable is the Grey Market Premium (GMP)?
📌 Risks after listing
📌 Smart IPO investment strategies

In this lesson, you will learn all of this:

• IPO Price Valuation
• IPO Objectives
• IPO Grey Market Premium (GMP)
• IPO Subscription Status
• IPO Company News
• Market Sentiment

In this lesson, you will learn all of this:

. IPO Price Valuation 
• IPO Objectives

In this lesson, you will learn all of this:

• IPO Grey Market Premium (GMP)
• IPO Subscription Status

In this lesson, you will learn all of this:

. IPO Buzzing News 
. Market Sentiment

SME IPO, or Small and Medium Enterprise Initial Public Offering, is a process where small and medium-sized businesses (SMEs) raise capital by offering their shares to the public for the first time on a stock exchange. This is similar to a regular IPO for larger companies, but with simplified rules tailored for smaller businesses.

A Follow-On Public Offer (FPO) is a type of public offering in which a company already listed on the stock exchange issues new shares of its stock to the public. The companies that have already raised funds through IPOs by issuing their shares for the first time can issue additional shares through FPOs.

The main distinction between an IPO and an FPO is that an IPO is the first time a company sells its shares to the public, whereas an FPO is the subsequent sale of additional shares by a company that has already gone public.

➤ Once new securities have been sold in the primary market, these shares are traded in the secondary market. This is to offer a chance for investors to exit an investment or sell the shares.

➤ Secondary market transactions are referred to trades where one investor buys from another investor at the prevailing market price or at whatever price both parties agree upon.

➤ Normally, investors conduct such transactions using an intermediary who facilitates the process.

Full-Service Broker: A full-service broker is a brokerage firm that provides a complete range of financial services, not limited to trade execution. Their offerings include investment advice, in-depth research, and portfolio management. These brokers deliver personalized guidance to investors, helping them create and manage diversified portfolios tailored to their financial goals.

What is market watch in stock market?
Market Watch is a website that provides financial information, business news, analysis, and stock market data.

Order Product Type

Order product type refers to the method of executing a trade, determining whether it's for delivery or intraday trading, and whether leverage is involved. Common product types include Cash and Carry (CNC), Margin Intraday Square Off (MIS), and Normal (NRML).

Buy Market Order
Sell Market Order

Buy Limit Order
Sell Limit Order

Buy Stop Limit Order
Sell Stop Limit Order

Market Price Stop Loss Order
Trigger Price Stop Loss Order

Buy Stop Limit Order

A "buy stop limit order" is a type of order used in the stock market where a trader instructs their broker to buy a security when its price reaches a specified "stop price" (above the current market price) and then only execute the purchase at a specific "limit price" or better. This order combines the features of both a stop order and a limit order, offering more control over the price at which a trade is executed.

Market Price Stop Loss Order

A market price stop-loss order instructs the broker to sell a security at the best available market price when the price reaches a specified "stop price". Essentially, once the trigger price is reached, the stop-loss order becomes a market order, meaning it will be executed at the next available price, which may or may not be the stop price.

Trigger Price Stop Loss Order

In a stop-loss order, the trigger price is the price level at which the order becomes active and is sent to the exchange for execution. Once the market price reaches or crosses this trigger price, the stop-loss order is activated and converted into a market or limit order (depending on the type of stop-loss order).

Pending
Fully Executed
Net Position

Portfolio
Limit Statement
Ledger Summary

Portfolio

As per portfolio definition, it is a collection of a wide range of assets that are owned by investors. The said collection of financial assets may also be valuables ranging from gold, stocks, funds, derivatives, property, cash equivalents, bonds, etc.

In this module, you will learn how to read and analyze different types of trading reports such as Pending, Executed, Net Position, Portfolio, Limit Statement, and Ledger Summary. You will also gain practical knowledge of how to read a contract note, understand the important data it contains, and learn how these reports help in tracking your trades, charges, and overall market position. This module simplifies complex data into easy-to-understand steps, making you confident in handling trading records like a professional.

Step-by-step guide to Market Operations with practical execution.
How to read and analyze reports, contract notes, and market data.
Placing Buy/Sell Orders, Market Orders, Limit Orders, Stop Loss, and Target Orders.
The role of product types, validity, and order rejection reasons.
Hands-on practice with Demat Account, adding funds, and executing trades.
Building clarity with small trades (1–2 quantity) before full-scale trading.
The difference between Full-Service vs Discount Broker Accounts.
Why practical trading is essential beyond just theory.

An index is used to give information about the price movements of products in the financial, Commodities or any other markets. Stock market indices are meant to capture the overall behavior of the equity markets. The stock market index is created by selecting a group of stocks that are representative of the whole market or a specified sector or segment of the market. The blue-chip index of NSE is CNX Nifty.

Basics of Derivatives -:

Derivative is a contract or a product whose value is derived from value of some other asset known as underlying. Derivatives are based on wide range of underlying assets. These include:

• Financial assets such as Shares, Bonds & Foreign Exchange etc.

• Metals such as Gold, Silver, Aluminum, Copper, Zinc, Nickel, Lead etc.

• Energy resources such as Oil, Electricity, Natural Gas etc.

• Agri commodities such as Wheat, Sugar, Coffee, Cotton, Pulses etc.

Futures Contract -:

Futures markets were innovated to overcome the limitations of forwards. A futures contract is an agreement made through an organized exchange to buy or sell a fixed amount of a commodity or a financial asset on a future date at an agreed price. Simply, futures are standardized forward contracts that are traded on an exchange. The clearinghouse associated with the exchange guarantees settlement of these trades. A trader, who buys futures contract, takes a long position and the one, who sells futures, takes a short position. The words buy and sell are figurative only because no money or underlying asset changes hand, between buyer and seller, when the deal is signed.

Initial Margin

The amount one needs to deposit in the margin account at the time entering a futures contract is known as the initial margin. Let us take an example –

26-JUN-2025 a person decided to enter into a futures contract. He expects the market to go up so he takes a long nifty futures position for Jun expiry. On 26-JUN-2025 nifty closes at 25212.

Open Interest (OI)

Open Interest (OI) in future markets is a metric that represents the total number of open (not yet closed or delivered) contracts for a specific future or option contract at the end of a trading day. It is a measure of the market's activity and can indicate the level of interest in a particular market.

M to M (Mark to Market)

The amount of Profit or Loss calculated as the difference between the level at which one enters into the contract (Long or Short) and the Current Market Price (CMP) of the security. The M to M loss keeps getting debited from the Cash Balance in the Trading account on real time basis, whereas the M to M profit gets added at the end of the day as the settlement is done.

An option is a contract that gives the right, but not an obligation, to buy or sell the underlying asset on or before a stated date/day, at a stated price, for a price. The party taking a long position i.e. Buying the option is called buyer/holder of the option and the party taking a short position i.e. Selling the option is called the seller/writer of the option. The option buyer has the right but no obligation with regards to buying or selling the underlying asset, while the option writer has the obligation in the contract. Therefore, option buyer/holder will exercise his option only when the situation is favorable to him, but, when he decides to exercise, option writer would be legally bound to honor the contract.

Spot Price :- The current market price at which the underlying asset is trading in the live market or rather exchange.

Strike Price :- The price at which you can buy or sell the underlying, also known as the exercise price.

Option Premium :- An option premium is the current market price of an option contract. It is thus the income received by the seller (Writer) of an option contract to another party. In-the-money option premiums are composed of two factors: intrinsic and extrinsic value. Out-of-the-money options premiums consist solely of extrinsic value.

Open interest refers to the total number of options or option contracts that remain open or active in the market. These contracts have been traded but not settled or offset by closing transactions.
Open interest increases when new contracts are created; when existing positions are closed out, open interest decreases. Unlike trading volume, which simply measures the number of trades, open interest reflects the number of active positions held by market participants.
Open interest can be considered an indicator of market activity or commitment, as it shows the degree to which traders invest in a particular asset.

The concept of moneyness should be quite easy to comprehend. Moneyness of an option is a classification method that classifies each option strike based on how much money a trader will make if he were to exercise his option contract today. There are three broad classifications –
We will first identify ‘At The Money Option (ATM)’ as this is the easiest to deal with.

• In The Money (ITM)

• At The Money (ATM)

• Out Of The Money (OTM)

• GLOBAL NEWS

• DOMESTIC NEWS

• TECHNICAL ANALYSIS

• FUNDAMENTAL ANALYSIS

• STOCK MARKET RESEARCH REPORTS

• ECONOMIC DATA ANALYSIS

 

• IMPORTANT WEBSITES

A writer is the seller of an option who opens a position to collect a premium payment from the buyer. Writers can sell call or put options that are covered or uncovered. An uncovered position is also referred to as a naked option. For example, the owner of 100 shares of stock can sell a call option on those shares to collect a premium from the buyer of the option; the position is covered because the writer owns the stock that underlies the option and has agreed to sell those shares at the strike price of the contract. A covered put option would involve being short the shares and writing a put on them. If an option is not covered the option writer theoretically faces the risk of very large losses if the underlying moves against them.

Option writers collect a premium in exchange for giving the buyer the right to buy or sell the underlying at an agreed price within an agreed period of time.

What is Mutual Fund?

Asset Management Company
Asset Management Company AMC or Asset Management Company is the investment manager of the mutual fund that manages the pool of investor money on behalf of the investors. An AMC carries out all purchase and sale of securities in the portfolio of various mutual fund schemes launched by the mutual fund.

Assets Under Management (AUM)
Assets Under Management (AUM) Assets Under Management (AUM) is the total market value of the investments (assets) that an asset management company is managing, on behalf of its investors.

Investors must make their own investment decisions based on their specific investment objectives and financial position and only after consulting such independent advisors as may be necessary.