Learn How to Start Investing

Stock Market Investing Course

In this course, we have covered all the basic nuances of how stock markets work, followed by thoroughly understanding the various terminologies and concepts in the markets. Not just this, we have also discussed various stock market anlysis platforms, and have discussed how you can screen a stock briskly by looking at multiple screeners. 

So in case if you're completely new to stock markets, this course will be a good beginning for you. 

Investing for Beginners

Kunal, the co-founder of Upsurge.club, has a background in equity research and merchant banking, where he played a pivotal role in helping numerous companies raise millions of dollars. Notably, the companies he selected achieved remarkable returns of 8x-10x for the asset management company.Before starting Upsurge.club in 2020, Kunal made a career in equity research & merchant banking. During his stint in the banking industry, he has helped multiple companies raise 20 Million dollars; and while he was working as an equity analyst, his selected companies gave 8-10x returns to the asset management company

Welcome to our course on Stock Market Investing for Beginners on Upsurge.club where we have explored the world of stock investing and have bursted myths around the stock market. It also covers important stock market ivesting terminologies and explains how to choose the right investment vehicle and further explains how to analyze a company. It concludes with how to use a broker's platform and <a href='http://screener.in/'>screener.in</a>

In lesson 1, Why Stock Investing?, you will learn the significance of stock market investing and discover the power of compounding. We will also burst myths around stock investing.

In lesson 2, Important Concepts of Stock Markets, you will learn key stock market terminologies including market capitalization, and market participants. You will also learn to differentiate between primary and secondary markets and comprehend their roles.


In lesson 3, How to Invest in Stock Market?, you will explore stock investing vehicles such as Mutual Funds and ETFs. You will also learn to analyze companies using publicly available data and a valuable tool, screener.in.

In lesson 4, Conclusion, we have given a recap of everything learned so far so that you can consolidate your understanding of the stock market investing to confidently take the next steps in your investing journey.

Course Highlights:

- Understanding the significance of stock investing
- Learn important stock market terminologies
- Explore different ways of investing in the stock market
- Using screener.in for company analysis



Who is this course for:
 
- Individuals who want to learn how to invest in stock markets.
- Beginners who want to learn stock investing principles and concepts.
- Those who are eager to learn the art of stock inveting.
- Anyone ready to embark on a fulfilling journey into the world of stock investing.

Understand important stock market investing concepts and start your investing journey.

Stock Market Investing for Beginners

Learn How to Pick the Best Mutual Funds

Mutual Fund Investing Course

How to Pick the Best Mutual Funds?

CA Twinkle Jain, a finance professional with 5 years of experience, transitioned into a content curator on platforms such as Instagram, YouTube, and LinkedIn. Her impactful contributions have significantly boosted financial literacy in the country, garnering immense love and support from a combined following of over 600K people across her social media channels.

Welcome to the course on Picking the Right Mutual Funds on Upsurge.club where we have explained the fundamentals of Mutual Funds and ETFs. You will learn about the different types of mutual funds and how to select the right mutual fund based on your risk and return profile. This course has multiple examples and a case study through which all the concepts are covered comprehensively for you to begin investing in the right mutual fund.

In lesson 1, Basics of Mutual Funds, you will learn about important concepts related to Mutual Funds and will also understand what is NFO and how the expense ratio is calculated.

In lesson 2, Types of Mutual Funds, you will learn about the features of different types of Mutual Funds like Equity, Debt, Hybrid funds, Index Tracking funds and how to choose the right one based on your risk and return profile.

Lesson 3, How to choose the right Mutual Fund will help you determine the right Mutual Fund based on performance and factors that you should consider before buying Mutual Funds. We have also illustrated case studies for better understanding.

In lesson 4, Methods to Invest in Mutual Funds, you will learn about different ways of investing in Mutual Funds like SIPs, Lumpsum, SWP, and STP and how they will be taxed.

In lesson 5, ETF Investing, you will learn about ETFs and types of ETFs.


Course Highlights:

- Understanding the basics of Mutual Funds and ETFs
- Explore the different types of Mutual Funds and ETFs
- How to choose the right Mutual Fund?
- Learn different methods to invest in MFs



Who is this course for:
 
- Anyone who is interested to learn the basics of Mutual Funds and ETFs
- Beginners eager to understand different types of Mutual Funds and ETFs
- Individuals who want to start investing in Mutual Funds and ETFs
- Anyone who wishes to kickstart their investing journey

Gain an understanding of the various types of mutual funds and learn to choose the right fund.Gain an understanding of the various types of mutual funds and learn to choose the right fund.

How to Pick the Best Mutual Funds?

Ayush Mittal and Pratyush Mittal, full-time investors for over 15 years, specialize in value investing, actively seeking opportunities to capitalize on mispricings in the stock market. They are the founders of Screener.in, a widely used tool that assists 1.6 crore Indians in screening and analyzing stocks.

Welcome to the How to use screener.in course on Upsurge.club, where you will learn how to effectively use screener.in for picking & analyzing the right stock. You will also learn to use screener.in for reading financial statements and discover some hidden benefits and features, all supporting your endeavour of becoming a better investor. 

In Lesson 1, Introduction, you will receive a comprehensive overview of the Screener platform, gaining insights into its functionalities and features. 

In Lesson 2, Reading Financial Statements, we will delve into the intricacies of interpreting financial statements – balance sheets, profit & loss statements, and cash flow statements – using the powerful tool, Screener. You will also discover how to make insightful notes and leverage Screener's capabilities to export data seamlessly into Excel for ratio analysis and advanced financial modeling. 

In Lesson 3, Using screener.in to identify multibagger Stocks & Ratio Analysis, we will delve into the process of creating screens on Screener, exploring both the fundamentals of screen creation and examining some widely-used screens. Additionally, we will navigate through the essential ratios available on Screener, learning how to customize them to align with our specific requirements. 

In Lesson 4, Hidden Features & Benefits of screener.in, we will learn to create a watchlist and learn how to track commodity prices. You will also learn the method of tracking the investments of ace investors. Finally, we will also explore some hidden features of Screener.
 


Course highlights:
 
- Learn to use screener.in for reading financial statements 
- Create screens, alerts, and apply filters to find quality stocks 
- Learn to identify multibagger stocks using screener.in 
- Explore hidden features & benefits of screener.in .in 
 

Who is this course for: 
 
- Investors looking for an efficient tool to filter & analyze stocks 
- Beginners wanting to learn how to filter & scan stocks effectively 
- Anyone eager to learn how to use screener.in

Learn how to effectively use screener.in for picking & analyzing the right stock.

How to Use Screener.in

In this course, we have discussed the origin of Coffee Can Investing Strategy, followed up by understanding the parameters to create the Coffee Can Portfolio. Once we understand the parameters, we will practically create the Coffee Can Portfolio in the Indian Markets using platforms like screener.in, that might have the potential to the beat the benchmark & Mutual Fund Returns easily. 

Welcome to the Coffee Can Investing Strategy course on Upsurge.club, where we will learn how to build an investible portfolio that can beat the benchmark in the long run using Coffee Can Investing Strategy by Robert G. Kirby
 
In lesson 1, Introduction to Coffee Can Strategy, we begin by exploring the origins of the Coffee Can Investing Strategy and learn how to filter stocks for our desired portfolio.
 
In lesson 2, Building Coffee Can Portfolio, we will uncover the key rules for building a Coffee Can Portfolio. Then, we will put this knowledge into action by creating a Coffee Can Portfolio for the Indian Markets using tools like screener.in. Our goal through this course is to outperform benchmark indices and mutual funds effortlessly.
 
Course Highlights:
 
- Understand the Coffee Can Investing Strategy 
- Learn how to filter the stocks by making necessary adjustments 
- Create an investing portfolio that beats the benchmark
 

Who is this course for:
 
- Individuals looking to build an investible portfolio that outperforms the benchmark 
- Any individual wanting to learn a new investing strategy

Apply the Coffee Can Strategy to create and adjust a benchmark-beating investment portfolio.

Coffee Can Investing Strategy

What You Will Learn

Small and Mid-Cap Trading Course

How to Trade Small and Mid-Cap Stocks

Nooresh Merani, a SEBI-registered research analyst and the founder of Analyse India, has successfully trained over 4,000 students in Technical Analysis over the past decade. He is seen regularly on channels like Moneycontrol and CNBC.

Welcome to the course on How to trade Small & Mid Cap Stocks on Upsurge.club. If you are considering investing in Small and Mid Cap stocks then this course is indispensable. You will learn how to analyze these high-risk, high-return stocks using chart patterns and identify market phases for entering and exiting. The course provides practical examples, illustrating the application of these techniques, including their use with various indices.

In lesson 1, Why, When, and How of Small and Mid Cap Trading, as the name suggests we will study the Whys, Whens, and Hows of investing in Small & Mid Caps. We will begin with understanding market caps and then focus on the risk-return characteristics of Small & Mid Cap companies. You will also learn the importance of timing the market with real-life examples.

In lesson 2, Understanding Dow Theory, you will understand Dow theory and its phases using the BSE Small Cap Index chart.

Lesson 3, Checklist for Investing in Small & Mid Caps, will help you create a checklist for understanding favorable trends and when to start stock investing. 

In lesson 4, Identify Bottoms in Small Caps, you will learn about different bottoming-out patterns like Falling wedges, Double bottom, Panic Divergence, and bottoming-out formations like Market Breadth and Relative Strength Index.

Lesson 5, When to get out of Small Caps, you will learn the strategy to exit Small Caps. While small caps have the potential for supernormal profits, they also carry the risk of supernormal losses. Therefore, understanding and implementing the right exit strategy is important.

In lesson 6, Using Technical Analysis for Small & Mid Caps, you will explore the art of stock trading by focusing on chart patterns and volumes. Gain insights into various chart patterns such as the cup and handle, triangles, channels, and flags, and learn how to leverage these patterns effectively in your stock trading endeavors

In lesson 7, Practical Case Studies, you will learn how to trade stocks through practical examples, ensuring a hands-on and applied approach to learning.


Course Highlights:

- Learn to trade small & mid caps successfully
- Use chart patterns to identify the best entry and exit points
- Analyze market phases in real-time using practical examples with indices



Who is this course for:
 
- Anyone who is considering investing in small and mid caps stocks
- Beginners eager to understand how to invest in these stocks
- Anyone who wishes to kickstart their investing journey

Analyze market phases and chart patterns to successfully trade small and mid-cap stocks.

How to Trade Small and Mid-Cap Stocks

Multibagger Stock Selection Course

This course is open to anyone interested in mastering the art of picking the right stock based on its fundamentals. No prior knowledge of finance, stock market, or research is required. The only requirement is your desire to earn!

How to Pick Stocks for Long Term?

Arvind Kothari, the founder and director of Niveshaay, has dedicated 12 years to practicing equity research and investment advisory.

Welcome to the course on How to pick stocks for Long Term, on Upsurge.club by Arvind Kothari, Founder Niveshaay. This course focuses on identifying stocks with the potential to deliver substantial returns on investment. You will gain insights into recognizing multibagger stocks that consistently outperform in the market. Key factors such as financial performance, management proficiency, effective capital allocation, and free cash flows will be explored to equip learners with the skills needed to identify such stocks. Real-world case studies will provide practical knowledge, offering a hands-on approach to spotting multibagger stocks and making well-informed investment decisions.

In lesson 1, How to Pick Multibagger Stocks?, you will delve into diverse strategies, including Ancillary industry, Pick and Shovel, and China Play, all designed to help you identify multibagger stocks.

In lesson 2, Case Studies, as the name implies, you will examine real-life examples illustrating the strategies discussed in the preceding module.

Lastly lesson 3 covers Premium Content to Read, where you will get exclusive access to premium research reports by Niveshaay, accessible solely for its top-tier investors.


Course Highlights:

- Learn to identify multibagger stocks
- Evaluate competition in the market
- Gain comprehensive knowledge of the company
- Understand strategies for selecting multibagger stocks

Who is this course for:
 
- Anyone who is considering long term investment
- Beginners eager to understand how to identify multibagger stocks
- Anyone who wishes to kickstart their investing journey

Learn various investment strategies to identifying multibager stocks for successful stock market investing.

How to Pick Stocks for Long Term?

Become a Pro at Momentum Investing

Momentum Investing Course

Momentum Investing Strategy

Alok Jain, founder of Weekend Investing, has 27+ years of stock market experience. He's dedicated to creating trading and investing models that outperform the market, resulting in one of the country's top-performing smallcases.

Welcome to the course on Momentum Investing Strategy on Upsurge.club. In this course, Alok Jain delves into crucial factors essential for embarking on your stock market investing journey. Topics include drawdown management, harnessing the power of compounding to generate additional returns annually, and acquiring insights into constructing a straightforward yet distinctive strategy for Momentum Investing. This strategy has a track record of outperforming the markets and facilitating wealth creation.

In lesson 1, Introduction to Momentum Investing Strategy, you will learn the significance of adopting a structured approach to investing. Additionally, we will gain insights into the influence of various biases on our decision-making processes.

Lesson 2, Momentum Investing Strategy, you will begin by comprehending the concept of momentum investing, and explain the diverse factors that contribute to measuring momentum. The course will also outline the rules governing momentum strategies and burst common myths associated with momentum trading.


Course Highlights:

- Learn the importance of momentum investing
- Learn how to manage drawdowns
- How to use momentum to outperform the benchmark
- Burst myths around momentum trading

Who is this course for:
 
- Beginners eager to learn momentum investing
- Individuals willing to beat the benchmark
- Anyone who is considering starting their investing journey

Make the most of bull markets with a simple and effective investing strategy that outperforms the index.

Momentum Investing Strategy

Investing Strategy Course

In this course, Mr. Nikhil Gangil has discussed a very unique Investing Strategy that has generated extra-ordinary returns for his smallcase - Intrinsic Value. He has created this portfolio using Fundamental Parameters like Sales Growth, Profit Growth, Valuation Multiples and Profitability Margins. 

Cyclical Investing

Nikhil Gangil is the founder of Intrinsic Value Equity Advisors. He comes with 10+ years of experience in the market.
He obtained his M.tech from IIT MADRAS. Having worked in and around Cyclical companies, Nikhil gained insights into how they work and how value can be created around them for investors.
His expertise is in finding well-growing companies at wonderful valuations. His <a href="https://intrinhgelry.rpy.club/" target="_blank">smallcase</a> has given phenomenal performance of more than 42% CAGR for the last 2 years.

Welcome to the course on Cyclical Investing Strategy, on Upsurge.club. In this course, you will understand the impact of various cycles on stock movements. You will also learn the Fusion strategy refined by Nikhil Gangil for value investing. We will also learn the art of finding an undervalued sector.

In lesson 1, Introduction to Cyclical Investing, you will initiate your journey by understanding the distinctions between investing, trading, and speculation. We have also provided a comprehensive overview of the course.

In lesson 2, Framework to Nikhil Gangil's Approach to Cyclical Investing, you will delve into the identification of multibaggers through the utilization of diverse parameters. The course will introduce the Fusion Strategy, refined by Nikhil, showcasing impressive performance with over 40% 10-year CAGR on back-tested data and exceeding 70% CAGR on a 3-year forward basis. Additionally, you will thoroughly examine the merits and demerits of this strategy, and dissect different cycles such as the Economic cycle, Industrial cycle, and Sentimental cycle to comprehend the nuances of timing. The module will also cover triggers crucial for selecting companies poised for future success while equipping participants with the skills to discern undervalued sectors effectively.


Course Highlights:

- Learn the importance of momentum investing
- Understand different cycles that impact stock movements
- Create a Fundamental Analysis Screener to pick multibagger stocks
- How to pick an undervalued sector

Who is this course for:
 
- Beginners eager to learn cyclical investing
- Individuals willing to find undervalued stocks
- Anyone who is considering starting their investing journey

Spot quality companies and invest in them at the right time by analyzing market cycles.

Cyclical Investing Strategy

Basics to Advanced MS-Excel Course

Anyone interested in learning how to utilize excel in the most efficient way is encouraged to enroll in this course. It is not necessary to have any prior financial, stock market, or research knowledge. The only requirement is your desire to learn!

Basic to Advanced Excel</span

Sanjana is a research analyst with experience in collaborating with private equity clients to support their investments, conduct portfolio analysis, and create investment memorandums.

Welcome to the course on Excel for Finance on Upsurge.club that covers a range of topics that are essential for mastering this tool. Some of the key topics that are covered include Excel Layout and Settings, basic and advanced excel functions, charts and graphs, financial data analysis, time value of money, and macros which will provide you with a solid foundation for becoming a successful stock trader.

In lesson 1, Introduction, you will learn about the significance of acquiring expertise in Excel and get access to the course outline.

In lesson 2, Excel Layout & Settings, you will delve into various tabs and keyboard shortcuts in Excel, as well as investigate essential workbook settings that are beneficial for configuring our financial setup.

In lesson 3, Basic Financial Setup, you will gain the knowledge to establish an Excel layout tailored for financial modeling.
 
In lesson 4, Basic Functions, you will cover diverse functions, including IF, SUMPRODUCT, CONCATENATE, and many others.

In lesson 5, Advanced Functions, you will delve into advanced functions such as VLOOKUP and HLOOKUP, INDEX and MATCH, CHOOSE, OFFSET, and other advanced techniques as part of our learning journey.

In lesson 6, Charts & Graphs, our focus will be on helping you master the creation of both basic and advanced charts. Additionally, you will explore the intricacies of crafting dynamic charts through the use of functions and data validation.

In lesson 7, Financial Data Analysis, you will examine various methods for analyzing financial data, including sensitivity analysis and scenario analysis. Additionally, you will gain proficiency in utilizing functions such as Goal Seeker and Solver, along with learning the application of Pivot tables.

In lesson 8, Time Value of Money, you will acquire knowledge of both fundamental and advanced functions related to the time value of money. Additionally, you will be proficient in calculating EMI.

In lesson 9, Macros, you will gain the skills to automate tasks through the use of macros.

In lesson 10, Basics of VBA, you will delve into essential concepts of VBA, covering topics such as coding, variable notation, utilizing functions like MsgBox, constructing logic using IF-Else and Case methods, and much more.

In lesson 11, <bBonus Session, you will explore the process of conducting regression analysis in Excel, understanding how to analyze and interpret regression models for informed decision-making.


Course Highlights:

- Learn the basic financial set-up
- Explore dynamic functions & formulas
- Analyse data using Regression and What if Analysis
- Learn Macros and VBA

Who is this course for:
 
- Beginners who are eager to learn basic to advanced Excel
- Anyone who is considering making their career in the field of finance

Become proficient in Microsoft Excel, a must-have skill, & learn practically with practice sheets and assignments.

Basic to Advanced Excel

Learn How to Value Stock Markets

Stock Market Valuations Course

Stock Market Valuations

Master essential valuation metrics like PE, PB, Dividend Yield, and CAPE ratio to assess stock market value. You will also learn a simple yet powerful investment strategy to outperform the Nifty Benchmark. To further understand stock market cycles, get ready to master relationships of macroeconomic parameters and stock markets and understand their impact on stock market valuations. Gain the skills to make informed and successful investment decisions.

Evaluate market valuation using effective techniques & learn to outperform the benchmark.

Stock Market Valuation for Investing

This course is open to anyone interested in starting their journey in the field of finance. Financial modeling is a fundamental skill that will benefit every finance enthusiast. Just your drive to be the smartest and coolest person matters!

Welcome to the "Financial Modeling and Business Valuation" course on Upsurge.club, where you will learn to analyze a company, forecast its financial statements, and estimate its intrinsic value to make an informed investing decision.

Lesson 1, Understanding the Industry & Business, is an introduction to fundamental analysis. You will learn to analyze a company and understand the industry it operates in. You will also learn the Boston Matrix and McKinsey Matrix methods, which will help you in analyzing a company's portfolio of brands.

In lesson 2, Analyzing & Forecasting the Profit & Loss Statement, you will learn to forecast the important line items of the profit and loss statement like the revenue, expenses, operatin margins, etc., using USL as an example. You will also get an Excel financial model template to get started.

In lesson 3, Analyzing & Forecasting the Balance Sheet, you will learn to forecast tangible assets, current and non-current assets, as well as the different types of liabilities. You will also complete forecasting the remaining items of the profit and loss statement.

In lesson 4, Analyzing & Forecasting the Cash Flow Statement, you will use the skills gained from the previous modules and learn to forecast the 3 cash flow statements - operating, investing, and financing. This module concludes oyur financial statement forecasting process.

Lesson 5, Absolute & Relative Valuation, delves into the technique of valuing the shares of a company. You will learn to calculate different assumptions like the cost of equity, cost of capital, and the prepetual growth rate, required to estimate the intrinsic value of a comapny.

Lesson 6, Risk Management, is all about matching our assumptions with reality. You will learn scenario analysis and 'football field analysis', which will help you determine how appropriate your conclusions are.

Lesson 7, Relative Valuation for Multiple Industries, will touch upon the different valuation techniques you can employ while evaluating businesses from different industries. After this concluding module, you will be able to analyze and forecast the financial statements of a company and value it appropriately, depending on the industry it operates in.


Course Highlights:

- Build a comprehensive & dynamic financial model on Excel
- Undertake company analysis and industry analysis using various methods
- Forecast income statement, balance sheet, and cash flow statements
- Estimate the intrinsic value of a company using different techniques

Who is this course for:
 
- Anyone eager to learn financial modeling and valuation to make better investing decisions
- Equity research and investment banking aspirants
- Anyone who is considering a career in the field of finance

Analyze and forecast the financials of companies from different industries and build their valuation models.

Financial Modeling and Business Valuation

This learning path has 11 courses that will take you from the basic principles of investing to the application of advanced strategies and valuation models that will show you how to invest in the share market successfully.

Stock Market Investing, from basics for beginners to advanced. Our Stock Market Investing Learning Path has 10 courses which cover everything from foundational concepts on how to start investing to pro investing strategies, and more.

Start with Our Learning Path

Master basic concepts to advanced strategies with our Stock Investing Learning Path for just {{offer_price}} and enjoy {{default_discount}} savings!

Want to become a successful investor?

Finally, delve deeper into company analysis and valuation after building a strong foundation. Learn to use Excel for finance, forecast financial statements and build valuation models.

Start your investing journey by understanding the fundamental stock market and investing concepts. Learn to analyze & select the right fund, and get introduced to various stock analysis portals.

Move on to the next level with intermediate courses on investing. Learn a variety of investing strategies that will help you spot multibaggers and outperform the benchmark.

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