Financial Planning Through Mutual Funds
In India, the mutual fund business has grown to be very important. It's a key aspect of the capital market, offering a diverse portfolio and competent fund management to a huge number of investors, especially small ones. The demand for mutual fund operations has grown dramatically as the ability to deploy capital through markets has improved. This session is designed to provide a broad and in-depth understanding of mutual funds. MORE
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Mutual funds are defined as the sum of money collected from a group of small participants in order to make an investment for proper fund management. The overall goal of this course is to provide extensive knowledge on mutual funds. This is the course for learning how to master mutual funds. Students can now gain a better understanding of mutual funds, how to use them, and how to invest in mutual funds.
- Get an Advance Understanding of how Mutual Fund Investment works
- Financial Planning
- Understanding Money market
- Increased Risk Appetite
Beginner
Take Quiz
- Become a certified Expert after completing the Quiz
- Working Of A Depository Receipt
- Two Types Of Depository Receipts
Take Quiz
- Become a certified Expert after completing the Quiz
- Working Of A Depository Receipt
- Two Types Of Depository Receipts
Intermediate
- 14.1 Liquidity Risk
- 14.2 Banking and PSU Debt Funds
- 14.3 Credit Risk Funds
- 14.4 Gilt Funds
Take Quiz
- Become a certified Expert after completing the Quiz
- Working Of A Depository Receipt
- Two Types Of Depository Receipts
Advanced
- 28.1 Assets, Liabilities and Purpose of Ownership
- 28.1.1 Time Value of Money
- 28.1.2 Functional Categories of Assets
- 28.2 Asset Allocation and Capital Market Realities
- 28.3 Sequence of Returns Risk
- 28.4 True Diversification vs Diworsification
- 28.5 Structural Framework
- 28.6 Financialization of Structural Risk to Diversification
- 30.1 Why Macroeconomics Matters
- 30.2 Gross Domestic Product
- 30.3 GDP and Market Capitalization
- 30.4 Viewing India as Corporate Entity
- 30.5 Inflation and Purchasing Power
- 30.6 Interest Rate and Monetary Policy
- 30.7 Employment and Demographics
- 29.8 External Sector
- 30.9 Global Linkages
- 30.10 Putting it all together
- 31.1 Personal Finance: Holistic Review
- 31.2 Fear and Uncertainity in Money Decisions
- 31.3 Reflecting on Life Events
- 31.4 Taking Stock
- 31.5 Reviewing Financial Goals
- 31.6 Debt Management
- 31.7 Insurance
- 31.8 Emergency Fund
- 31.9 Tax Planning and Compliance
- 31.10 Retirement Planning
- 31.11 Estate Planning and Succession
- 31.12 Reviewing Investment Portfolio
- 31.13 Building Systems not just Goals
- 33.1 Trailing Returns
- 33.2 Rolling Returns
- 33.3 Calendar Year Rankings
- 33.4 Risk Adjusted Ratios
- 33.5 Max Drawdown
- 33.6 Expense Ratio
- 33.7 Active Share
Take Quiz
- Become a certified Expert after completing the Quiz
- Working Of A Depository Receipt
- Two Types Of Depository Receipts
Certificate
Take Quiz
- Test Your Learning From the Module
- Get certified & Level Up your Badge after completing the Quiz
- Earn Additional Rewards For Completing The Module