Investment Wizard

Personal Financial Portfolio Building Challenge:

Join us for a compact series of challenges where every
clue brings you closer to the treasure.

About the Competition:

The competition aims at exposing students to the realworld investment opportunities that will enable them to make effective investment decisions when they start earning. They can showcase their financial planning skills in this competition.

Prizes:

1^st – 7,000
2^nd– 5,000
Registration Fees: Rs.200

Rules and Regulations:

Individual students or teams can participate. (Maximum three students per team will be allowed).
Registration fee: Rs. 200 per team.
Maximum of 30 teams/ Individuals participants will be allowed to register. Students or teams of any college/ school/branch/course/semester can participate.
All teams/Individual participants needs to carry their laptop for presentation preparation.
The decisions of the organizers will be final and binding on all participants

ROUND 1: Let’s invest!:

The participants will be given a Case (scenario) that will include an individual’s income, expenditure, and longterm and short-term responsibilities.
Using an investing simulation game, they will be required to build a portfolio by investing in various asset classes like Shares (Equity, Preference), mutual funds, metals, Property, and fixed deposits.
All investments must be done using the moneybhai virtual trading platform.

https://moneybhai.moneycotrol.com/for real-time exposure.

ROUND 2: Presentation and Q&A :

The teams will present their Portfolio to the expert and Judging committee. The presentation should include:
Details of Portfolio (Screenshot of Portfolio) Rationale behind investment/ financial decisions. The participants will be ranked based on the quality of their portfolio as per the given Case (scenario), investment rationale and understanding of the market.

Faculty Co-ordinators :

Prof. Latika Karnani,

+91 9998876836,

latika.Karnani@itmbu.ac.in

Prof. Sonalee Telang,

+91 9111128184,

sonalee.telang@itmbu.ac.in

Dr. Mital Thakkar,

+91 9998096399,

thakkarmital.management@itmbu.ac.in

Prof. Daxa Shukla,

+91 8780041246,