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Batch 01
Certificate Course in Investment
Strategies and Portfolio Management in the Age of AI
Educational Outreach, IIT Bombay
Duration: 2 Months + 1 Week
Mode of Delivery: Live Online
Eligibility: Bachelor's degree or diploma in any discipline
#3 Rank
– NIRF India Rankings- 2025 (Engineering Category)
#2 Rank
Asian University Rankings - Southern Asia (Top Universities) - 2025
#129 Rank
QS World University Rankings- 2025
Overview
The course is designed to equip learners with modern investment frameworks, practical portfolio management skills, and AI-driven market insights. Over 2 months + 1 week, participants will learn how to analyze real-time markets, design and manage optimized portfolios, apply data analytics and AI in investing, and implement effective risk management strategies.
The course emphasizes ethical, responsible investing and builds career-ready professional skills, enabling participants to confidently evaluate investment performance and operate common trading and investing platforms.
Key Highlights
IIT Bombay- Certificate of Completion
Case based learning aligned to current market dynamics
AI as a practical assistant — no heavy coding or ML
Emphasis on ethics, governance, and responsible investing
Industry partnership sessions
Practice-oriented learning with real time scenarios and information
Curated and Delivered by IIT Bombay Faculty Experts
Learning Outcomes
By the end of the programme, participants should be able to:
1
Understand Modern Investment Frameworks
2
Design and Manage Optimized Portfolios
3
Apply Real-Time Market Analysis
4
Leverage AI and Data Analytics in Investing
5
Implement Effective Risk Management Strategies
6
Evaluate Investment Performance
7
Make Ethical and Responsible Investment Decisions
8
Operate common trading/investing platforms responsibly
9
Demonstrate Professional and Career-Ready Skills
10
By the end of the course, participants should be able to
Who Should Enroll?
- Undergraduate students from commerce, engineering, or arts backgrounds exploring careers in finance and capital markets.
- Early-career professionals looking to transition into finance, investing, or market-facing roles.
- Wealth advisory and relationship management trainees seeking structured frameworks for portfolio construction and client conversations.
- Serious retail investors aiming to move from intuition-led investing to disciplined, process-driven decision-making.
- MBA aspirants and finance learners seeking applied market exposure, analytical skills, and a recognised academic credential.
Eligibility Criteria
- Education: Bachelor’s degree (10+2+3) or Diploma (10+2+3) in any discipline OR Pursuing Graduation & exploring finance
- Attendance: Minimum 80% attendance is mandatory.
- Assessment: Participants will be required to build portfolios and predict stock prices over a two-week interval. This will be evaluated as part of the assessment. The assessment will be conducted individually.
Pedagogical Methodology
- Structured Lectures and Guided Tutorials
- Expert-led Guest Lectures and Insights
- Practical Hands-on Demonstrations
- Real-world Case-based Learning Approach
- Real-time Market Analysis with portfolio-building
Course Content
- Introduction to the course
- Evolution of Investment Management
- Role of technology and AI in modern investing
- Investment alternatives
- Securities and stock markets
- Indian capital markets ecosystem
- Fundamental security analysis
- Industry analysis
- Company analysis
- Technical analysis
- Efficient Market Theory
- Markowitz Model
- Portfolio analysis
- Portfolio construction
- Capital Asset Pricing Model (CAPM)
- Arbitrage Pricing Theory (APT)
- Portfolio revision
Platform Introduction
- Account setup and KYC
- Interface navigation
- Order placement and order types (Market, Limit, Stop-Loss)
- Understanding order book and trade book
- Charges and transaction costs
Advanced Platform Features
- GTT (Good Till Triggered) orders
- Margin Trading Facility (MTF)
- Basket orders
- IPO bidding process
- Derivatives basics (used for support and resistance concepts)
- Long-term investing
- Short-term trading
- Intraday trading (introduction only, with cautions)
- Strategy selection based on individual risk profile
- Screening criteria for long-term investments
- Identifying quality businesses
- Valuation basics (P/E, PEG, P/B)
- Red flags to avoid
- Practical: Live stock screening demonstration
- AI for information, analysis, and predictive analytics
- AI vs human judgement
- Guest 1: CEO/COO/Top-level expert – FinTech
- Guest 2: CEO/COO – Asset Management Company
- Guest 3: CEO/COO/Top-level expert – Banking/NBFC
- Guest 4: Equity Research Head / Professional Analyst
- Guest 5: Quant / AI Finance Expert / Venture Capitalist
- Guest 6: Finance Expert / Venture Capitalist
- Ethical investment practices, governance, and regulatory awareness in AI-driven finance
- Feedback, cautions, and programme conclusion
Note:
- The curriculum is subject to revision at the discretion of the institute.
- This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
Fee Details
Application Fee
(Non-refundable)
INR 1,000/- + GST
(To be made part of the Course Fee)
Total Fee
INR 1,25,000/- + GST
Key Insights
Duration: 2 Months + 1 Week
Mode of Delivery: Live Online
Online Contact Hours: 48 Hours
Schedule: 3 Sessions per week
Sessions: 2 Sessions on Weekdays;
1 on Weekend
Session Timings: Tuesday, Thursday & Saturday 7:30 PM to 9:30 PM.
Certification
- A Certificate of Completion will be awarded to participants who successfully clear all course assessments during the course duration.All certificates will be issued by Educational Outreach, IIT Bombay.
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Certificate Course in Investment Strategies and Portfolio Management in the Age of AI
Educational Outreach, IIT Bombay
Learn how disciplined investment strategies and portfolio management evolve in the age of AI. Gain hands-on exposure to modern frameworks, real-time market analysis, and ethical investing practices—without speculation or stock tips.
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