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Stock Trader & Investor Roadmap

Learn stock trading and investing — from Zerodha basics to technical analysis and portfolio management. India has 13 Cr+ demat accounts. Learn to grow your money intelligently.

3-5 months3-6 LPA → 20 LPA+ expected6 steps • 22 free resources
1

Stock Market Basics

2-3 weeks

Understand how the stock market works: NSE, BSE, SEBI, demat accounts, order types, and how prices move.

By the end, you'll be able to

  • Understand NSE, BSE, and market microstructure
  • Open and use a demat/trading account
  • Know order types: market, limit, stop-loss
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Mini-project

Open a demat account on Zerodha. Paper trade for 2 weeks. Document every trade with reasoning.

2

Fundamental Analysis

3-4 weeks

Analyze companies like Warren Buffett. Learn financial ratios, reading annual reports, and valuing businesses.

By the end, you'll be able to

  • Read and analyze annual reports
  • Calculate key ratios: PE, PB, ROE, ROCE
  • Value stocks using DCF and relative valuation
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Mini-project

Analyze 5 Indian companies across sectors: read annual reports, calculate ratios, and write investment thesis for each.

3

Technical Analysis

3-4 weeks

Read price charts like a pro. Learn candlestick patterns, support/resistance, moving averages, RSI, MACD, and chart patterns.

By the end, you'll be able to

  • Read candlestick charts and identify patterns
  • Use indicators: moving averages, RSI, MACD
  • Identify support, resistance, and trend lines
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Mini-project

Analyze 20 stock charts with technical indicators. Make 10 paper trades based on technical signals and track results.

4

Trading Strategies

2-3 weeks

Develop trading systems: swing trading, position trading, and day trading strategies. Learn risk management and position sizing.

By the end, you'll be able to

  • Develop and backtest trading strategies
  • Apply risk management: stop-loss, position sizing
  • Maintain a trading journal and review performance
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Mini-project

Backtest 3 trading strategies on historical data. Paper trade the best one for a month with strict risk rules.

5

Options & Derivatives

3-4 weeks

Learn options trading: calls, puts, Greeks, and basic strategies like covered calls, straddles, and iron condors.

By the end, you'll be able to

  • Understand options: calls, puts, and the Greeks
  • Execute basic options strategies
  • Calculate options payoffs and breakeven points
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Mini-project

Execute 5 paper options trades on Nifty: covered call, protective put, bull call spread, straddle, and iron condor.

6

Portfolio Management & Mutual Funds

2-3 weeks

Build long-term wealth. Learn asset allocation, SIP investing, mutual fund selection, and portfolio rebalancing.

By the end, you'll be able to

  • Build a diversified investment portfolio
  • Select mutual funds using key metrics
  • Implement SIP and portfolio rebalancing strategies
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Mini-project

Create an investment portfolio: asset allocation, select 5 mutual funds, set up SIPs, and create a yearly rebalancing plan.

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Pick the path that fits you

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