CA Prateek Bahteti Stock Trading, Stock Investing & Derivatives
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Chartered Accountant (CA) with knowledge of the stock market would possess a unique skill set combining Fundamental Analysis and Technical Analysis with experience of more than 10 years.

Have Deep Knowledge of Fundamental Analysis as well Technical analysis can teach investment strategy through this ( Techno-Funda Study)

#Technical Study Material :

1. Charts: Graphical representations of price movements over time, such as line charts, Step Line, and candlestick charts.

2. Trends: The general direction in which prices are moving over a certain period of time, including uptrends, downtrends, and sideways trends.

3. Support and Resistance: Levels where the price of an asset tends to find difficulty moving below (support) or above (resistance).

4. Moving Averages: A statistical calculation used to analyze data points by creating a series of averages of different subsets of the full data set.

5. Indicators: Mathematical calculations based on the price, volume, or open interest of a security or contract used to forecast future price movements.

6. Relative Strength Index (RSI): A momentum oscillator that measures the speed and change of price movements.

7. Moving Average Convergence Divergence (MACD): A trend-following momentum indicator that shows the relationship between two moving averages of a security’s price.

8.Volume: The number of shares or contracts traded in a security or an entire market during a given period of time.

9. Chart Patterns: Recognizable patterns that appear on price charts, such as triangles, head and shoulders, flags, and pennants
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10. Fibonacci Retracement: A technical analysis tool used to determine potential levels of support and resistance by measuring the distance between high and low prices.

11. Candlestick Patterns: Patterns formed by the price movements of a security that can indicate potential trend reversals or continuations.

12. Divergence: A disagreement between the price of a security and a technical indicator.
Overbought and Oversold Conditions: Conditions where the price of a security has moved too far and too fast in one direction, typically measured by indicators like RSI or stochastic oscillators.

13. Charting Software: Tools and platforms used to analyze and interpret price charts and technical indicators.

#Fundamental Study

1. Earnings: The profits generated by a company, typically reported on a quarterly basis.

2. Revenue: The total income generated by a company from its operations, often referred to as sales.

3. Profit Margin: The percentage of revenue that remains as profit after accounting for all expenses.

4. PE Ratio (Price-to-Earnings Ratio): A valuation metric calculated by dividing the current price of a stock by its earnings per share.

5. Growth Rate: The rate at which a company's earnings, revenue, or other key metrics are increasing over time.

6. Dividend Yield: The annual dividend income per share divided by the current price per share.

7. Balance Sheet: A financial statement that provides a snapshot of a company's assets, liabilities, and shareholders' equity at a specific point in time.

8. Income Statement: A financial statement that reports a company's revenues, expenses, and net income over a specific period of time.

9. Cash Flow Statement: A financial statement that shows the inflows and outflows of cash and cash equivalents during a specific period.

10. Debt-to-Equity Ratio: A financial ratio calculated by dividing a company's total debt by its shareholders' equity.

11.Return on Equity (ROE): A measure of a company's profitability that calculates how much profit a company generates with the money shareholders have invested.

12. Market Capitalization: The total value of a company's outstanding shares, calculated by multiplying the current stock price by the number of shares outstanding.

13. Competitive Advantage: Factors that allow a company to outperform its competitors, such as brand reputation, proprietary technology, or cost advantages.

14. Management Team: The individuals responsible for making strategic decisions and managing the operations of a company, including the CEO, CFO, and other executives.

Certainly! Ratio analysis is a crucial component of fundamental analysis

Ratio Study :

1. Liquidity Ratios: Measures a company's ability to meet short-term obligations.
Examples: Current Ratio, Quick Ratio (Acid-Test Ratio).

2.Solvency Ratios: Evaluates a company's long-term financial stability and its ability to meet long-term obligations.
Example: Debt-to-Equity Ratio.

3.Profitability Ratios: Assesses a company's ability to generate profits relative to its revenue, assets, or equity.
Examples: Return on Equity (ROE), Return on Assets (ROA), Gross Profit Margin, Net Profit Margin.

4. Efficiency Ratios: Measures how effectively a company utilizes its assets to generate revenue.
Examples: Asset Turnover Ratio, Inventory Turnover Ratio, Receivables Turnover Ratio.

5.Valuation Ratios: Helps investors assess whether a stock is overvalued, undervalued, or fairly valued.
Examples: Price-to-Earnings (P/E) Ratio, Price-to-Book (P/B) Ratio, Price-to-Sales (P/S) Ratio, Price-to-Cash-Flow Ratio.

6.Coverage Ratios: Evaluates a company's ability to service its debt obligations.
Examples: Interest Coverage Ratio, Debt Service Coverage Ratio.

7.Growth Ratios: Examines the rate at which a company is growing relative to its historical performance.
Examples: Earnings Growth Rate, Revenue Growth Rate, Dividend Growth Rate.

8.Activity Ratios: Measures how efficiently a company manages its resources and assets to generate sales.
Examples: Inventory Turnover Ratio, Accounts Receivable Turnover Ratio, Total Asset Turnover.

9.Market Performance Ratios: Evaluates a company's performance relative to the broader market or its industry peers.
Examples: Beta, Alpha, Sharpe Ratio.

#Option Trading :

1. Call Option: A type of option contract that gives the holder the right, but not the obligation, to buy the underlying asset at a specified price within a predetermined time frame.

2.Put Option: A type of option contract that gives the holder the right, but not the obligation, to sell the underlying asset at a specified price within a predetermined time frame.

3.Strike Price: The price at which the holder of an option has the right to buy (in the case of a call option) or sell (in the case of a put option) the underlying asset.

4.Premium: The price paid by the buyer of an option contract to the seller (writer) for the rights conveyed by the option.

5.Expiration Date: The date on which an option contract expires and becomes void if not exercised.

6.In-the-Money (ITM): A term used to describe an option that has intrinsic value if exercised immediately.

7.Out-of-the-Money (OTM): A term used to describe an option that has no intrinsic value if exercised immediately.

8.At-the-Money (ATM): A term used to describe an option with a strike price that is equal to the current market price of the underlying asset.

9.Intrinsic Value: The difference between the current market price of the underlying asset and the strike price of the option.

10. Time Value: The portion of an option's premium that exceeds its intrinsic value, representing the potential for the option to gain value before expiration.

11. Implied Volatility: The market's expectation of future volatility of the underlying asset, derived from the prices of options.

12. Option Chain: A list of all available options contracts for a particular underlying asset, organized by expiration date and strike price.

13. Various Options Strategies :
a) Straddle
b) Strangle
c) Iron Condor
d) Calendra and Many more

#Risk management and position sizing are essential aspects of trading and investing.

Risk Management: The process of identifying, assessing, and prioritizing risks, followed by coordinated application of resources to minimize, monitor, and control the probability and impact of unforeseen events.

Stop Loss: An order placed with a broker to sell a security when it reaches a certain price, designed to limit a trader's loss on a position.

Take Profit: An order placed with a broker to close a position when it reaches a specified profit level, helping to lock in gains.

Risk Tolerance: The level of risk an individual or institution is willing to accept in pursuit of their investment objectives, based on factors such as financial situation, investment goals, and time horizon.

Position Sizing: The process of determining the appropriate amount of capital to allocate to a particular trade or investment based on risk parameters and objectives.

Risk Reward Ratio: A measure used in trading and investing to assess the potential return of a trade relative to its risk. It is calculated by dividing the potential reward by the potential risk.

Portfolio Diversification: Spreading investments across different asset classes, industries, or geographic regions to reduce overall risk.

Maximum Drawdown: The maximum peak-to-trough decline in the value of a portfolio or asset over a specific period, used to measure risk exposure.

Risk Management Plan: A written document outlining an individual's or organization's approach to identifying, assessing, and managing risks in their trading or investment activities.

Have deep know how details how stock market works.

Can give proper guidance from scratch to expert level knowledge so that it can be helpful for you to gain expert level knowledge and can share my experience which is very crucial for students.

Can have proper Risk Management Class and help students to have proper financial guidance which i gained in my Studies and experience of last 10 years.

Subjects

  • Stock Trading Intermediate-Expert

  • Stock Market Intraday trading Beginner-Expert

  • Technical analysis of stock market Beginner-Expert

  • Derivatives market Beginner-Expert

  • Stock Investor Intermediate-Expert

  • Technical Analysis for Forex, Cryptocurrency & Stocks Beginner-Expert

Experience

No experience mentioned.

Education

  • Chartered Accountant (May, 2011–Nov, 2015) from The Institute of chartered Accountant of India

Fee details

    ₹5,000–15,000/hour (US$58.96–176.87/hour)

    Depends on the subject quantification and requirement

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