Certificate Course in Investment Strategies and Portfolio Management in the Age of AI
Educational Outreach, IIT Bombay
An IIT Bombay course delivered in collaboration with industry partner Zerodha
- Batch
01
- Duration
2 Months +
1 Week - Mode of Delivery
Live Online
- Commencement Date
23rd April, 2026
- Admission Closure Date
Closing Soon
- Session Timings
Tuesday, Thursday & Saturday
7:30 PM to 9:30 PM.
Overview
Supercharge your investment career with IIT Bombay’s cutting-edge course. Master modern investment frameworks, design high-performing portfolios, and harness AI-driven market insights for smarter, faster decisions. Learn to analyze real-time markets, optimize portfolio performance, apply advanced data analytics, and implement robust risk management strategies.
Go beyond theory, gain hands-on experience with trading platforms, make ethical and responsible investment choices, and develop career-ready skills that position you as a confident, results-driven investment professional.
Eligibility Criteria
- Education:
Bachelor’s degree (10+2+3) or Diploma (10+2+3) in any discipline
OR
Pursuing Graduation & exploring finance - Attendance:
Minimum 80% attendance is mandatory. - Assessment:
Participants will be required to build portfolios and predict stock prices over a two-week interval. This will be evaluated as part of the assessment. The assessment will be conducted individually.
Who Should Attend?
- Undergraduate students from commerce, engineering, or arts backgrounds exploring careers in finance and capital markets.
- Early-career professionals looking to transition into finance, investing, or market-facing roles.
- Wealth advisory and relationship management trainees seeking structured frameworks for portfolio construction and client conversations.
- Serious retail investors aiming to move from intuition-led investing to disciplined, process-driven decision-making.
- MBA aspirants and finance learners seeking applied market exposure, analytical skills, and a recognised academic credential.
About Motilal Oswal Centre for Capital Markets (MOCCM),
IIT Bombay
The Motilal Oswal Centre for Capital Markets at IIT Bombay is a world-class centre driving research, education, and innovation in banking and financial markets. Anchored in industry-defined, academia-led, action-focused initiatives, MOCCM bridges real-world challenges with applied research, cutting-edge labs, and experiential learning. IIT Bombay is consistently ranked among India’s top institutions—3rd overall in NIRF 2025 and highly placed in global QS rankings, making MOCCM a premier destination for future financial leaders.
IIT Bombay Rankings
- #2 Rank Asian University Rankings Southern Asia (Top Universities) 2025
- #3 Rank NIRF India Rankings 2025
(Engineering Category)
- #129 Rank QS World University Rankings- 2025
Pedagogical Methodology
Learning Outcomes
By the end of the course, participants should be able to:
Enrolment Process
- 1
Eligibility of Applicant
- 2
Application Submission
- 3
Screening & Shortlisting
- 4
Admission & Fee Payment
- 5
Book your Seat
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Course Content
- Introduction to the course
- Evolution of investment management
- Role of technology and AI in modern investing
- Investment alternatives
- Securities and stock market; Indian capital markets ecosystem
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
- Fundamental security analysis
- Industry analysis
- Company analysis
- Technical analysis
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
- Efficient Market Theory
- Morkowitz model
- Portfolio Analysis
- Portfolio construction
- Capital Asset Pricing Theory
- Arbitrage Pricing Theory
- Portfolio Revision
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
Platform Introduction
- Account setup and KYC
- Interface navigation
- Order placement and types (market, limit, SL)
- Understanding the order book and trade book Charges
Advanced Platform Feature
- GTT (Good Till Triggered) orders
- Margin trading facilities (MTF)
- Basket orders
- IPO bidding process
-
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
- Long-term investing
- Short-term trading
- Intraday trading (introduction only – with cautions)
- Strategy selection based on risk profile
- Screening criteria for long-term investments
- Identifying quality businesses
- Valuation considerations (P/E, PEG, P/B basics)
- Red flags to avoid
- Practical: Live stock screening demonstration
- AI for Info, Analysis & Predictive Analytics
- AI vs Human Judgment
(In all of the above, the use of AI will be discussed and demonstrated.)
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
CEO/Industry Expert Sessions
Guest 1: CEO/COO/Top-Level Expert from FinTech
Guest 2: CEO/COO from an Asset Management Company
Guest 3: CEO/COO/Top-Level Expert – Banking/Non-Banking Financial Corporation
Guest 4: Equity Research Head/Professional Analyst
Guest 5: Quant/AI Finance Expert/Venture Capitalist
Guest 6: Finance Expert/Venture Capitalist
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
-
Ethical investment practices, governance, and regulatory awareness in AI-driven finance
-
Feedback, cautions, and programme conclusion
Note:
The Curriculum is subject to revision at the discretion of the institute.
This course is purely for academic and awareness purposes; all demonstrations will be done using simulations/hypothetical transactions (mirroring real ones) and no real money will be used; Investment decisions are inherently risky; the course is not for encouraging or motivating participants to invest in stocks but rather to introduce them to nuances of investment and portfolio management for informed and responsible financial behaviour.
Fee Details
- Easy EMI Options Available*
Application Fee
(Non-refundable)
(To be made part of the Course Fee)
Total Fee
INR 1,25,000/- + GSTCertification
A Certificate of Completion will be awarded to participants who successfully clear all course assessments during the course duration. All certificates will be issued by Educational Outreach, IIT Bombay.
Faculty Coordinator
The Jaro Advantage
Personalized Learning Support
- Career Acceleration: Get unmatched career guidance, resume-building workshops, and 1:1 mentorship to fast-track your professional growth.
- 24/7 Student Support: Dedicated assistance at every step—from enrollment to graduation.
- Future-Ready Learning: Engage in immersive, industry-aligned programs designed for lifelong career relevance.
Expert-Led Doubt Resolution
- Learn from the Best: Access mentorship from top-tier faculty and industry leaders.
- Collaborative Learning: Join dynamic discussion forums and peer-to-peer networks for deeper insights.
- Real-World Problem Solving: Apply knowledge through case studies and interactive sessions.
Powerful Global Networking
- Elite Alumni Community: Connect with 350,000+ professionals worldwide for career opportunities and collaborations.
- Exclusive Events: Attend global webinars, networking meetups, and industry talks.
- Lifelong Access: Stay updated with cutting-edge trends and alumni benefits long after graduation.
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Start Referring Today! Start Referring Today!Frequently Asked Questions
This course is a specialised, industry-aligned certification by Educational Outreach, IIT Bombay designed to equip professionals with advanced knowledge of investment analysis, portfolio construction, risk management, and AI-driven financial decision-making. It blends core finance principles with modern AI applications shaping today’s capital markets.
This course is ideal for:
- Finance and investment professionals
- Wealth managers and portfolio managers
- Banking, NBFC, and fintech professionals
- Aspiring investment analysts
- Entrepreneurs and professionals managing personal or institutional portfolios
No prior AI background is required.
Key differentiators include:
- Certification from Educational Outreach, IIT Bombay
- Focus on AI-enabled investment strategies
- Practical exposure to portfolio management frameworks
- Industry-relevant case studies and applications
- Curriculum aligned with evolving global financial markets
The curriculum typically includes:
- Investment strategies and asset allocation
- Portfolio construction and optimisation
- Risk assessment and performance measurement
- Behavioural finance
- AI applications in investment decision-making
- Data-driven investment analysis
- Ethical and regulatory considerations in AI-led finance
The course offers a balanced blend of theory and application, with:
- Real-world case studies
- Practical investment scenarios
- Portfolio analysis exercises
- Exposure to AI-driven financial tools and models
The course is delivered through live online sessions, allowing participants to learn directly from experienced faculty while balancing professional commitments.
Sessions are conducted by esteemed faculty from Educational Outreach, IIT Bombay along with experienced industry practitioners, ensuring a strong mix of academic depth and real-world relevance.
Participants who successfully complete the course will receive a Professional Certificate from Educational Outreach, IIT Bombay validating their expertise in investment strategies and AI-enabled portfolio management.
Yes. The course enhances:
- Strategic investment decision-making skills
- Understanding of AI-driven finance trends
- Professional credibility in finance and investment roles
- Career progression in asset management, banking, fintech, and advisory roles
