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

Primary Market -:

Where a company gets registered to issue a certain amount of shares and raise money. This is also called getting listed in a stock exchange. A company enters primary markets to raise capital. If the company is selling shares for the first time, it is called an Initial Public Offering. The company thus becomes public.

• Revenue -: In accounting, revenue is the total amount of income generated by the sale of goods and services related to the primary operations of the business.

• Expenses -: An expense is the cost of operations that a company incurs to generate revenue.

• Net Income -: Net income, also called net earnings, is sales minus cost of goods sold, general expenses, taxes, and interest.

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.

Introduction to Secondary Market

Full-Service Broker

A full-service broker is a brokerage firm that offers a comprehensive suite of financial services beyond simply executing trades, including investment advice, research, and portfolio management. They provide personalized guidance to investors, helping them build and manage diversified portfolios aligned with 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 Validity
GFD - Good For Day
My GTD - Good Till Date
IOC – Immediate or Cancel

Order Product Type
CNC - Cash and Carry
MIS - Margin Intraday Square Off
Bracket Order

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

A buy market order instructs your broker to immediately purchase a security at the best available price in the market. It guarantees execution, but not a specific price. The price you pay will be the current market price at the time the order is filled.

Sell Market Order

A market sell order is an instruction to immediately sell a security at the best available price in the market. It's the simplest type of trade order, guaranteeing execution but not a specific price. The order will be filled at the current market price, either the bid price (what buyers are offering) or the ask price (what sellers are asking).

A contract note is the legal document that presents the summary of all the trades executed during the trading day. The one that Brokers sends you contains details of trades executed by Brokers on your behalf on both of the stock exchanges, i.e., NSE and BSE, for equity and derivative investments.

Traders can view their transactions, time, trade, profit, loss summary, charges, taxes summary, and much more from this one piece of document. A contract note is your legal shield from fraud and provides you with every sort of information you need about your trades.

In this lecture, we begin our journey into understanding Market Operations. Before becoming a professional trader, it is essential to learn the basics practically—starting from opening a Demat account, knowing the difference between discount and full-service brokers, and exploring how to place buy/sell orders. We will also discuss types of orders such as market order, limit order, stop-loss, and product types like MIS and bracket orders. Remember, theory gives you concepts, but true clarity comes only through practical application. Step by step, we will cover everything you need to prepare yourself for trading confidently in the market.

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.

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, Aluminium, 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) 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.

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.

Buying Call Options

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.

• Global News

• Domestic News

• Technical Analysis

• Fundamental Analysis

• Stock Market Research Reports

• Economic Data Analysis

• Important Websites

• Client Acquisition (Sales)

• Relationship Manager (Dealer)

• Research (Fundamental & Technical Analysis)

• Professional Trader

What is mutual fund?