Specialized Lessons to help you become a Mutual Fund Expert
Course Outline
The course explains various aspects of mutual fund
investment with special reference to Indian mutual fund industry. The course
aims at making you an independent mutual fund investor by helping you :
• select the right scheme to suit your investment
goal
• improve your return by investing directly without
your advisor
• save taxes by investing in tax efficient fund
• helps you spot the top mutual funds for SIP
• construct a proper investment portfolio which will
minimize your risk The course contains
several hours of reading material, members only video and an end of the course
assignment to help you sharpen your investment skills.
Bonus
#1 Exclusive risk profiling tool
#2 Fund Selection Checklist
Why this Course?
People often look for the best mutual funds to
invest. The basic problem is that a majority population doesn’t know how to
invest in mutual funds. Hence, this course has been designed to help you
achieve your mutual fund investment goals. The following points would throw
more light on the same:
• If you wish to beat inflation and benefit from the
compounding that mutual funds offer.
• To set your investment goal and select the best
suited scheme which will help you to meet your objective at right time.
• To understand the structure of different types of
mutual fund schemes available in India .
• To avoid paying out commission to your financial
advisor by choosing the right scheme.
• To understand the tax applicability on gain from
mutual funds and to evaluate schemes based on tax saving criteria.
Who should take this course?
• If you are someone who is looking for Top Mutual
Funds for SIP or lumpsum
• This course is for you if you already hold a
mutual fund portfolio and want to evaluate your schemes.
• This course is for you if you wish to have a
comfortable retired life.
• This course is for you if you are willing to
prioritize your investment objective and want to pick best mutual funds.
What Will You Get:
13+ Modules
5+ Video
Lectures
15+ Text
Chapters
Finology Risk
Profiling tool
Finology
Mutual Fund Selection Checklist
Course
Completion Certificate by Finology
