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Masterclass

Masterclass: Institutional Grade Risk Management for Individual Investors

A process-first masterclass that brings the risk discipline of fund houses and trading desks to the individual Indian investor. Built for serious independent investors, HNIs, and portfolio managers in training, it covers how institutions define and measure risk, how to write an Investment Policy Statement, set a risk budget, size positions and enforce concentration limits, manage liquidity, leverage, and counterparty risk, stress test a portfolio against real Indian crises like 2008, the 2013 taper tantrum, and the 2020 COVID crash, hedge with Nifty options, gold, and government bonds, and run a written risk governance process with a personal dashboard and breach protocol. Every concept is applied to NSE and BSE portfolios in INR, with real Indian case studies including Karvy and Franklin Templeton.

MODULES

7

DURATION

4 Hours

TRACK

Stock Market Basics

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The Institutional Risk Mindset

4 Lessons

How Institutions Think About Risk, and Why Most Individuals Don't13 min read

The Risk Taxonomy: Market, Credit, Liquidity, Concentration, Leverage, and Behavioural Risk14 min read

Risk Capacity, Risk Tolerance, and Required Risk13 min read

Writing Your Own Investment Policy Statement15 min read

Chapter 2: Measuring Portfolio Risk Like a Desk

5 Lessons

Portfolio Volatility, Beta, and Tracking Error15 min read

Drawdown Analytics: Depth, Duration, and the Maths of Recovery14 min read

Correlation Breakdown: Why Diversification Fails When You Need It14 min read

VaR and Expected Shortfall for a Personal Portfolio16 min read

Risk Decomposition: Which Holdings Actually Drive Your Risk15 min read

Chapter 3: Risk Budgeting and Position Sizing

4 Lessons

Setting a Portfolio Risk Budget14 min read

Position Sizing Frameworks: Fixed Fractional, Volatility-Based, and Kelly16 min read

Concentration Limits: Stock, Sector, Business Group, and Theme14 min read

Volatility Targeting at the Portfolio Level14 min read

Chapter 4: Liquidity, Leverage, and Counterparty Risk

4 Lessons

Liquidity Risk: Impact Cost, Exit Days, and the Small Cap Trap14 min read

Leverage in Disguise: MTF, Pledged Margin, and Loans Against Securities14 min read

Counterparty and Platform Risk: Brokers, Custody, and the Karvy Lesson13 min read

Credit Risk in Debt Funds: What Franklin Templeton 2020 Taught Investors14 min read

Chapter 5: Stress Testing and Scenario Planning

3 Lessons

Running Historical Scenarios on Your Portfolio: 2008, 2013, 202015 min read

Hypothetical Shocks: Rupee, Rates, Crude, and Sector Blowups14 min read

Reverse Stress Testing: What Would Actually Break You13 min read

Chapter 6: Hedging and Tail Protection

4 Lessons

The Hedging Toolkit: Index Puts, Futures, Cash, Gold, and Duration15 min read

The Cost of Protection: When Hedging Is Worth Paying For14 min read

Protecting Concentrated Positions: Collars, Put Spreads, and Staged Selling15 min read

Crisis Diversifiers: Gold, International Equity, and Government Bonds14 min read

Chapter 7: Risk Governance for a Portfolio of One

6 Lessons

Exit Discipline: Stop-Losses vs Thesis Reviews13 min read

Building a Personal Risk Dashboard15 min read

Limit Breaches and Rebalancing Triggers: A Written Protocol13 min read

Pre-Mortems, Checklists, and Your Personal Risk Committee13 min read

Behavioural Risk Controls: Guarding Against Yourself in a Drawdown13 min read

Capstone: A Full Risk Review of an HNI Portfolio16 min read