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Mentoring – Portfolio Management

Market Commentary: As part of the Gold Program, I would be sending you market
commentary on a daily basis. This will broadly be sent to you, 3 times a day and will
help you gauge the market sentiment and perform on your portfolio management
module.

Personal Interactions: As part of the Gold Program, I would also be having


personal interactions with you. Every week, I would be giving a subjective view on
the markets and that would be followed by a mentoring interaction. In these
interactions, you can send a screenshot or snippet of the ‘My Portfolio Performance
Page’ on the platform and we will be having a discussion over it.

Telegram: All the market commentary would be shared by me on a Telegram


channel that I will make you join tomorrow. This is the primary reason why I want
you to download the app. The subjective view on markets would be given on the
channel and announcements for the personal mentoring interaction would be done
via it.

No Stock Tips: Please note that all mentoring interactions that we have among
each other are educational and will be to improve your analytical skills and are in
no way for stock tips that can lead to quick growth.

Availability: My availability from 10:30 AM to 6:00 PM on Monday to Friday. In


case you have any doubts or want to have a personal mentoring interaction, outside
of the ones that are organized for you – you can reach me during these hours. For a
personalized mentoring interaction, you can simply send a screenshot of your
portfolio performance page on Telegram or WhatsApp during these hours and I will
comment on it, at the earliest available time.

Warm regards,
Rohan Pathare
FMEP Equity Advisor
Mentoring – Research Project

To complete the research project, you have to first pick any one sector of your choice,
followed by two companies each from the sectors. Followed by this, you would be
authoring detailed reports on the sector and the company that you have picked.
When you log in to finlatics.com, you can go to the Research section and you will be
completely guided on how to tackle each week and subsequent submission.

In case you need any further help, you can reach out to me, my number is mentioned
in the mail sent to you. My availability is from 10:30 AM to 6:00 PM on Monday to
Friday. You can drop in a message outside of these hours as well and I shall reach
out to you at the earliest available time.

Warm regards,
Avni Shetty
FMEP Research Analyst

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