Mutual Fund Investing for Wealth Creation
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2,950.006:30 PM - 9:30 PMHurry Limited Seats Only
Coverage
- Investment Landscape/Avenues
- SMART Financial Goal
- Wealth creation vs wealth preservation
- Mutual Fund Vs Stock Trading/Investment
- Wealth Gap Illustration using Excel
- Mutual Fund
- Mutual Fund Structure
- AMC, Trustee, Custodian, Registrar
- Understanding of how MF
- NAV concept & calculation
- Types of Schemes
- Return, Absolute return vs CAGR vs XIRR
- Expense ratio & exit load
- Direct vs Regular plans
- Beta (basic level) Investment Approach
- Risk measures: Standard Deviation
- Lump sum, SIP, when why, SIP Step up Strategy
- STP & SWP Concepts & Application
- Rupee Cost Averaging
- Scheme Selection
- Parameters
- Process of Investing (Physical/Online /Mobile App)
- KYC, Nomination
- Design Investment Plan for Life Goals (Children's Education, Marriage & Retirement Planning, etc.)
- Folio Management
- How to Access to Reports
- Rebalancing
- Tools for Tracking MF
- Do's & Don't of MF Investing
1 Weekend Online Training Programme On
Upcoming Specialised Courses
- Hurry Limited Seats Only
- 07:00 PM - 12:30 PM
4,720.00
- Hurry Limited Seats Only
- 07:00 PM - 09:30 PM
4,720.00
- Hurry Limited Seats Only
- 07:00 PM - 09:30 PM
4,720.00
- Hurry Limited Seats Only
- 09:30 AM - 01:30 PM
4,720.00
- Hurry Limited Seats Only
- 10:00 AM - 01:00 PM
6,000.00
