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Jaideep Shirali Investment Planning trainer in Mumbai

Jaideep Shirali

Investment Trainer And Consultant

Kandivali West, Mumbai, India - 400067.

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Referral Discount: Get ₹ 250 off when you make a payment to start classes. Get started by Booking a Demo.

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Overview

An Engineer and MBA from Mumbai University, I have worked in the capital markets and financial services areas for over 15 years. I was in the core team that set up OTC exchange of India, India's first computerized nationwide stock exchange in 1992. I headed various departments during my tenure of about 9 years there. I then set up and headed India operations for a U S company in online transaction processing for 7 years. I then worked with a reputed Mumbai based brokerage, heading their wealth management and distribution functions. I have been a guest lecturer at BSE Training Institute (Bombay Stock Exchange), lecturing on topics related to the stock markets and financial management. I have trained staff at SVC Bank on financial products. I am currently a freelance trainer and have trained bank employees on finance topics, employees on mutual fund certification exams and other related topics. I have contributed to website text and written and edited material on diverse topics during my career. I try to update myself constantly on science , technology, business and social trends, as these help to make subjects more interesting. I believe in making topics interesting by giving real life examples, as it reinforces the learning.

Languages Spoken

Hindi

English

Marathi

Education

Sardar Patel University 1984

Bachelor of Engineering (B.E.)

Mumbai University 1989

Master of Business Administration (M.B.A.)

Address

Kandivali West, Mumbai, India - 400067

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Teaches

Investment Planning classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Investment Planning classes

10

Stock Market Investing classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Stock Market Investing classes

20

Teaches

Fundamental Analysis

Mutual Funds Training

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Mutual Funds Training

20

Personal Financial Planning Classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Personal Financial Planning Classes

10

Finance Training classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Finance Training classes

20

Stock Market Trading Classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Stock Market Trading Classes

7

Teaches

Derivatives Trading, Intraday Trading

Reviews

No Reviews yet!

FAQs

1. Which classes do you teach?

I teach Finance Training, Investment Planning, Mutual Funds, Personal Financial Planning, Stock Market Investing and Stock Market Trading Classes.

2. Do you provide a demo class?

Yes, I provide a free demo class.

3. How many years of experience do you have?

I have been teaching for 10 years.

Answers by Jaideep Shirali (3)

Answered on 29/10/2017 Learn Financial Planning/Stock Market Investment +1 Financial Planning/Stock Market Trading

You firstly must understand the basics of finance and the economy and secondly, you need to understand the risks involved in the stock markets. Then you will know why share prices move and what affects them. Trading skills for short term and long term are different, these must be learnt after you know... ...more
You firstly must understand the basics of finance and the economy and secondly, you need to understand the risks involved in the stock markets. Then you will know why share prices move and what affects them. Trading skills for short term and long term are different, these must be learnt after you know the basics. I have trained students accordingly on these aspects.
Answers 46 Comments
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Answered on 15/06/2016 Learn Financial Planning/Stock Market Investment

There are essentially 4 risks related to debt securities. Credit risk is related with the possibility of not getting the interest payment on the scheduled date or refund of the principal on maturity. Interest rate is the risk that arise due to the levels of market rates of interest compared with the... ...more
There are essentially 4 risks related to debt securities. Credit risk is related with the possibility of not getting the interest payment on the scheduled date or refund of the principal on maturity. Interest rate is the risk that arise due to the levels of market rates of interest compared with the interest paid for the debt security. Liquidity risk is the risk related to the possibility of not being able to sell the debt security, this can arise from credit risk as well. Reinvestment risk arises from the possibility that when a debt security matures, its reinvestment may be at a lower rate of interest than what the investor is currently receiving.
Answers 4 Comments
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Answered on 06/04/2016 Learn Tuition/MBA Tuition +1 Corporate Training

You must understand the business your company is in and your role in the business. Keep yourself informed of developments within your company at an overall level, not just your department. Lastly, read business newspapers, so that your awareness about the world of finance, marketing and other subjects... ...more
You must understand the business your company is in and your role in the business. Keep yourself informed of developments within your company at an overall level, not just your department. Lastly, read business newspapers, so that your awareness about the world of finance, marketing and other subjects increases, you cannot afford to have a "that's not my job" attitude.
Answers 15 Comments
Dislike Bookmark

Teaches

Investment Planning classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Investment Planning classes

10

Stock Market Investing classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Stock Market Investing classes

20

Teaches

Fundamental Analysis

Mutual Funds Training

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Mutual Funds Training

20

Personal Financial Planning Classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Personal Financial Planning Classes

10

Finance Training classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Finance Training classes

20

Stock Market Trading Classes

Class Location

Online (video chat via skype, google hangout etc)

Student's Home

Tutor's Home

Years of Experience in Stock Market Trading Classes

7

Teaches

Derivatives Trading, Intraday Trading

No Reviews yet!

Answers by Jaideep Shirali (3)

Answered on 29/10/2017 Learn Financial Planning/Stock Market Investment +1 Financial Planning/Stock Market Trading

You firstly must understand the basics of finance and the economy and secondly, you need to understand the risks involved in the stock markets. Then you will know why share prices move and what affects them. Trading skills for short term and long term are different, these must be learnt after you know... ...more
You firstly must understand the basics of finance and the economy and secondly, you need to understand the risks involved in the stock markets. Then you will know why share prices move and what affects them. Trading skills for short term and long term are different, these must be learnt after you know the basics. I have trained students accordingly on these aspects.
Answers 46 Comments
Dislike Bookmark

Answered on 15/06/2016 Learn Financial Planning/Stock Market Investment

There are essentially 4 risks related to debt securities. Credit risk is related with the possibility of not getting the interest payment on the scheduled date or refund of the principal on maturity. Interest rate is the risk that arise due to the levels of market rates of interest compared with the... ...more
There are essentially 4 risks related to debt securities. Credit risk is related with the possibility of not getting the interest payment on the scheduled date or refund of the principal on maturity. Interest rate is the risk that arise due to the levels of market rates of interest compared with the interest paid for the debt security. Liquidity risk is the risk related to the possibility of not being able to sell the debt security, this can arise from credit risk as well. Reinvestment risk arises from the possibility that when a debt security matures, its reinvestment may be at a lower rate of interest than what the investor is currently receiving.
Answers 4 Comments
Dislike Bookmark

Answered on 06/04/2016 Learn Tuition/MBA Tuition +1 Corporate Training

You must understand the business your company is in and your role in the business. Keep yourself informed of developments within your company at an overall level, not just your department. Lastly, read business newspapers, so that your awareness about the world of finance, marketing and other subjects... ...more
You must understand the business your company is in and your role in the business. Keep yourself informed of developments within your company at an overall level, not just your department. Lastly, read business newspapers, so that your awareness about the world of finance, marketing and other subjects increases, you cannot afford to have a "that's not my job" attitude.
Answers 15 Comments
Dislike Bookmark

Jaideep Shirali describes himself as Investment Trainer And Consultant. He conducts classes in Finance Training, Investment Planning and Mutual Funds. Jaideep is located in Kandivali West, Mumbai. Jaideep takes Regular Classes- at his Home and Online Classes- via online medium. He has 20 years of teaching experience . Jaideep has completed Bachelor of Engineering (B.E.) from Sardar Patel University in 1984 and Master of Business Administration (M.B.A.) from Mumbai University in 1989. HeĀ is well versed in Hindi, English and Marathi.

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