PortfolioManagement

Bootcamp

Steer the whole book, not one stock.Learn to manage a whole portfolio, not just pick stocks.

✓ ready for: investment analyst
Buy now for₹2,699₹4,499 → 40% off

Yourworkdoesn’tdisappearwhenthebootcampends.Itbecomesproof.

Everyone who finishes gets a certificate for the work they did. If your work is strong, you can also earn a certificate of appreciation or a letter of recommendation.

Fin Maverick .
CERTIFICATE
OF APPRECIATION
THE FOLLOWING AWARD IS GIVEN TO
YOUR NAME

in recognition of outstanding contribution and dedication shown during the Portfolio Management bootcamp, and of a curiosity that went well beyond the syllabus.

Head of Program
Program Lead
Fin Maverick .
LETTER
OF RECOMMENDATION
TO WHOMSOEVER IT MAY CONCERN,

I am writing to recommend Your Name, who completed the Portfolio Management bootcamp with Fin Maverick from 01/01/2026 to 01/06/2026.

Over the course of the program Your Name worked on the Portfolio Management capstone and consistently stood out for judgement applied with genuine rigour rather than textbook recall.

I recommend Your Name without reservation for any opportunity in finance, and am confident they will bring the same dedication to future roles.

Sincerely,

Founder Founder and CEO, Fin Maverick
Fin Maverick .
CERTIFICATE
OF INTERNSHIP
THIS IS TO CERTIFY THAT
YOUR NAME

has successfully completed an internship of 6 months with Fin Maverick under the Portfolio Management program, during the period 01/01/2026 to 01/06/2026. Your Name carried the capstone from first brief to final submission, and showed real commitment, discipline and aptitude.

Head of Program
Program Lead

How the 6 weeks work

Never managed money before? Start here. Each week you learn one part of a portfolio manager’s job, practise it on the same client, and hand in one piece of work.

01
50 / 40 / 10 shares / bonds / gold more risk → ↑ more return
Weeks 1 and 2

Meet the client and split their money

Find out what the client needs and how much risk they can take. Then decide how much goes into shares, bonds and gold.

Hand in: your allocation plan
03
0.92 managers A and D move together you pay twice for one bet
Week 3

Pick the fund managers and build the portfolio

Choose who invests each part of the money, and spot when two managers are quietly making the same bet.

Hand in: your manager line-up
04
drifted too far rebalanced allowed range
Week 4

Keep it on track when markets move

Prices move and money comes in and out. Learn when to sell, when to buy and how to keep risk in check.

Hand in: your rebalancing plan
05
+0.8 −0.3 −0.1 +0.4% the mix stock picks costs vs market
Week 5

Follow the client’s rules and explain your results

Real clients set limits. Work inside them, then show where the returns actually came from.

Practice: a committee paper
06
Performance report Risk and rebalancing Manager line-up Allocation
Week 6

Capstone: run the whole portfolio yourself

Take one client from the first meeting to the final report, and explain every decision you made.

Final: your full portfolio file
SWIPE FOR ALL 6 WEEKS →KEEP SCROLLING FOR ALL 6 WEEKS ↓
THE ALLOCATION LAB

Split the money. See what happens in a bad year.

Every portfolio starts with one question: how much goes into shares, bonds and gold? Pick a split and try to meet the client’s needs.

THE CLIENT BRIEF Needs 9% a year. Cannot lose more than 12% in a bad year.
Shares0%10%20%30%40%50%60%70%80%90%100%
Gold0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%25%30%0%5%10%15%20%20%20%0%5%10%10%10%10%10%0%0%0%0%0%0%0%
Bonds (the rest)100%95%90%85%80%75%70%90%85%80%75%70%65%60%80%75%70%65%60%55%50%70%65%60%55%50%45%40%60%55%50%45%40%35%30%50%45%40%35%30%25%20%40%35%30%25%20%15%10%30%25%20%15%10%5%0%20%15%10%5%0%0%0%10%5%0%0%0%0%0%0%0%0%0%0%0%0%
Gold is capped at 20% because shares already take 80%.Gold is capped at 20% because shares already take 80%.Gold is capped at 10% because shares already take 90%.Gold is capped at 10% because shares already take 90%.Gold is capped at 10% because shares already take 90%.Gold is capped at 10% because shares already take 90%.Gold is capped at 0% because shares already take 100%.Gold is capped at 0% because shares already take 100%.Gold is capped at 0% because shares already take 100%.Gold is capped at 0% because shares already take 100%.Gold is capped at 0% because shares already take 100%.Gold is capped at 0% because shares already take 100%.
AVERAGE RETURN 7.0%7.0%7.1%7.2%7.2%7.2%7.3%7.5%7.6%7.6%7.7%7.7%7.8%7.8%8.0%8.1%8.1%8.2%8.2%8.2%8.3%8.5%8.5%8.6%8.7%8.7%8.8%8.8%9.0%9.1%9.1%9.2%9.2%9.2%9.3%9.5%9.6%9.6%9.6%9.7%9.8%9.8%10.0%10.0%10.1%10.1%10.2%10.2%10.3%10.5%10.5%10.6%10.6%10.7%10.7%10.8%11.0%11.1%11.1%11.2%11.2%11.2%11.2%11.5%11.6%11.6%11.6%11.6%11.6%11.6%12.0%12.0%12.0%12.0%12.0%12.0%12.0% a year · target 9%
A BAD YEAR -3.0%-2.9%-2.9%-3.2%-3.7%-4.4%-5.2%-2.5%-2.4%-2.5%-2.8%-3.2%-3.9%-4.7%-3.3%-3.2%-3.2%-3.5%-3.9%-4.5%-5.2%-4.9%-4.8%-4.9%-5.1%-5.5%-6.0%-6.6%-7.1%-7.0%-7.1%-7.2%-7.5%-8.0%-8.5%-9.7%-9.6%-9.6%-9.7%-10.0%-10.3%-10.8%-12.4%-12.3%-12.3%-12.4%-12.6%-12.9%-13.3%-15.2%-15.1%-15.1%-15.2%-15.4%-15.6%-16.0%-18.1%-18.0%-18.0%-18.1%-18.2%-18.2%-18.2%-21.0%-20.9%-20.9%-20.9%-20.9%-20.9%-20.9%-24.0%-24.0%-24.0%-24.0%-24.0%-24.0%-24.0% in a really bad year · limit −12%
TOO RISKY TOO TIMID
✓ Meets the briefEnough return, and the worst year stays inside the limit. Now you have to defend it to the committee.
! Too riskyThe return looks good, but a bad year breaks the client’s loss limit. Take some equity off.
! Too timidSafe, but it will not reach 9% a year. The client misses the goal slowly instead of suddenly.
Example numbers for learning. Not real market data or advice.

The topics you
actually master

Six skills a portfolio team will test you on. Each one starts with a real problem from the job and ends with work you can show.

  1. Weeks 1–2 · On the desk “A client is investing for twenty years, needs a certain return and cannot lose more than a set amount in one year. How do you split the money?” You learn What the client needsComparing against the marketGuessing future returnsSplitting the money You walk out withA plan for the client’s money you can explain line by lineMilestone 1 Interview question it answersHow would you decide how much goes into shares and bonds?
  2. Weeks 1–3 · On the desk “Why pay a manager high fees when a cheap index fund already does the same job?” You learn What an index fund isWhat each choice costsSmall short-term changesRule-based investing You walk out withA choice for every part of the money: pay a manager or buy the indexFeeds Milestone 2 Interview question it answersWhen is paying for a fund manager worth the fee?
  3. Week 3 · On the desk “Four managers we hired separately all seem to win and lose at the same time. Find out why.” You learn How managers are pickedWhat you pay forWhat replacing one costsSpotting the same bet twice You walk out withA list of managers with the hidden double bet removedMilestone 2 Interview question it answersHow do you pick a fund manager, and when do you let one go?
  4. Week 3 · On the desk “A computer model wants seventy percent in one place. Build something the client can actually live with.” You learn Plan versus real portfolioSizing each holdingTrading costsMoving the money in You walk out withA finished portfolio with a plan to move the money inMilestone 2 Interview question it answersWhy is a plan on paper different from a real portfolio?
  5. Week 4 · On the desk “Markets fell and clients asked for money back in the same week. What do you sell, and when do you rebalance?” You learn Measuring riskTesting bad scenariosWho sets the limitsBringing it back on track You walk out withA simple rulebook for risk limits and rebalancingMilestone 3 Interview question it answersHow do you know a portfolio is taking too much risk?
  6. Week 4 · On the desk “The manager says the gains came from great stock picks. The numbers say it was the mix. Write what the report should say.” You learn Measuring results fairlyWhere returns came fromReports people trustPresenting to a committee You walk out withA quarterly report that stands up to questionsCapstone Interview question it answersHow would you explain where a portfolio’s return came from?
01 / 06 Weeks 1–2
On the desk

“A client is investing for twenty years, needs a certain return and cannot lose more than a set amount in one year. How do you split the money?”

You learn
What the client needs Comparing against the market Guessing future returns Splitting the money
You walk out with A plan for the client’s money you can explain line by line Milestone 1
Interview question it answersHow would you decide how much goes into shares and bonds? Start in Week 1 →
02 / 06 Weeks 1–3
On the desk

“Why pay a manager high fees when a cheap index fund already does the same job?”

You learn
What an index fund is What each choice costs Small short-term changes Rule-based investing
You walk out with A choice for every part of the money: pay a manager or buy the index Feeds Milestone 2
Interview question it answersWhen is paying for a fund manager worth the fee? Start in Week 1 →
03 / 06 Week 3
On the desk

“Four managers we hired separately all seem to win and lose at the same time. Find out why.”

You learn
How managers are picked What you pay for What replacing one costs Spotting the same bet twice
You walk out with A list of managers with the hidden double bet removed Milestone 2
Interview question it answersHow do you pick a fund manager, and when do you let one go? Start in Week 1 →
04 / 06 Week 3
On the desk

“A computer model wants seventy percent in one place. Build something the client can actually live with.”

You learn
Plan versus real portfolio Sizing each holding Trading costs Moving the money in
You walk out with A finished portfolio with a plan to move the money in Milestone 2
Interview question it answersWhy is a plan on paper different from a real portfolio? Start in Week 1 →
05 / 06 Week 4
On the desk

“Markets fell and clients asked for money back in the same week. What do you sell, and when do you rebalance?”

You learn
Measuring risk Testing bad scenarios Who sets the limits Bringing it back on track
You walk out with A simple rulebook for risk limits and rebalancing Milestone 3
Interview question it answersHow do you know a portfolio is taking too much risk? Start in Week 1 →
06 / 06 Week 4
On the desk

“The manager says the gains came from great stock picks. The numbers say it was the mix. Write what the report should say.”

You learn
Measuring results fairly Where returns came from Reports people trust Presenting to a committee
You walk out with A quarterly report that stands up to questions Capstone
Interview question it answersHow would you explain where a portfolio’s return came from? Start in Week 1 →
Make a call. See the miss. Fix the logic.

The simulations you run

You make a real decision, see what it costs the client, then fix it. Here are three of them.

Computer’s suggestion: put this much in shares 70% Capped to fit the client

The computer says seventy percent

A model wants most of the money in one place. Decide how much the client can really hold.

Open simulation →
Four managers, hired separately
Manager A same bet
Manager B same bet
Manager C same bet
Manager D same bet

Four managers, one bet

Four managers look different on paper but win and lose together. Find out why.

Open simulation →
Where the extra return came from
Stock picks
The mix
it was the mix

Was it really stock picking?

A manager takes credit for great stock picks. Check what the numbers actually say.

Open simulation →
TRY ONE · NO SIGN-UP

Would you rebalance?

WEEK 4 · KEEPING IT SAFE

The plan says 60% shares and 40% bonds. Shares have gone up, so the portfolio is now 70% shares and 30% bonds. The rule says: if any part moves more than 5 points away from the plan, bring it back. What do you do?

Right call. Not quite.

Shares are 10 points above the plan, which is more than the 5 points allowed, so you act now. Sell some shares and buy bonds until you are back at 60/40. Changing the plan to match the market means giving up on what the client asked for.

Milestone preview

Three graded milestones and a capstone. Each one is real work you can show.

✕
Week 2

Plan the client’s money

A client investing for twenty years who needs a certain return and cannot lose more than a set amount in one bad year. Their documents do not fully agree.

✓ Read the client’s needs
✓ Pick a yardstick
✓ Split the money
✓ Test a bad year
Week 3

Pick the managers and build it

Two hundred funds to choose from, a plan to fill and a lot of money to move without paying too much in costs.

✓ Index or manager?
✓ Shortlist managers
✓ Spot the double bet
✓ Build and move in
Week 4

Keep it on track

A busy quarter: new money arrives, a client wants more back than you hold in cash, and two parts have drifted off the plan.

✓ Use the new money
✓ Pay the client out
✓ Bring it back on track
✓ Explain the results
Week 6

Capstone: run it yourself

One client, start to finish. You get the brief and make every decision yourself.

✓ Read the brief
✓ Make the plan
✓ Run a quarter
✓ Report and defend
GRADED

Five ways you
actually learn

Every week follows the same simple loop: learn an idea, try it straight away, use it to make a decision, review it, then show you can do it.

ASK THE DESK

What learners ask before they join.

FMFin Maverickquestion 01 of 05

Do I need a finance background?

No. Week 1 starts from zero: who the client is and what they want from their money. If you are comfortable with percentages and a basic spreadsheet, the bootcamp teaches everything else.

FMFin Maverickquestion 02 of 05

How much time does it take each week?

Plan a few focused hours each week. Lessons are short and recorded, so you can fit them around college or work.

FMFin Maverickquestion 03 of 05

Is it live or recorded?

Fully self-paced. Lessons, actions, simulations and milestones are all on demand, so you learn when it suits you and replay anything as often as you need.

FMFin Maverickquestion 04 of 05

What do I walk out with?

A complete portfolio file you built yourself and can walk through in an interview: how you split the money, which managers you picked, how you kept risk in check and a report on the results. Strong work also earns a certificate of appreciation or a letter of recommendation.

FMFin Maverickquestion 05 of 05

Will this get me a job?

No course can promise that. What it gives you is work you can show and the answers to the questions portfolio teams actually ask. That is what gets you through the interview.

YOUR ALLOCATION FOR THE NEXT 6 WEEKS

Learn to manage a whole portfolio, not just pick stocks.

₹2,699/- 40% OFF₹4,499/-
Enroll now →
Video lessonsLearn each idea once, properly Quick actionsTry it the moment you learn it SimulationsMake the call on a real client Revision notesOne page to keep for the desk MilestonesGraded work that builds your file CapstoneOne mandate file you can defend

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