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The complete foundation. Discover why investing is non-negotiable, how the major asset classes compare, and why mutual funds are the smartest gateway for retail investors in India. This module is FREE so you can experience the course quality before enrolling in the full program.
Master the mechanics of mutual funds: pooling of capital, units and NAV, types of funds (open-ended, close-ended, equity, debt, hybrid), and the key players — AMCs, trustees, custodians, RTAs, and distributors.
Understand the legal and regulatory environment that governs every mutual fund in India. Learn the role of SEBI, AMFI, the ARN, EUIN, and how the trustee structure protects investor interests.
Decode every scheme document an investor sees and master SEBI's official categorization across 10 equity, 16 debt, and 6 hybrid categories. Learn special schemes including ELSS, Index Funds, FoF, and ETFs.
Master Net Asset Value (NAV) calculation, Total Expense Ratio (TER), exit loads, and the cut-off times that determine which day's NAV applies to a transaction.
Understand the complete taxation framework for mutual funds: short-term and long-term capital gains, indexation benefits, dividend taxation, TDS rules, and how ELSS qualifies for Section 80C deduction.
End-to-end investor servicing: KYC and CKYC processes, lumpsum and SIP transactions, STP and SWP mechanics, statements, folio management, nominations, and grievance redressal. Includes practical app walkthroughs.
Quantitative analysis of mutual fund performance. Learn how to calculate and interpret all the key risk and return metrics used by analysts and rating agencies.
A practical framework for choosing the right mutual fund scheme. Combines quantitative selection criteria with qualitative judgment about fund managers, AMC pedigree, and AUM size.
The capstone module. Profile any investor's risk appetite, time horizon, and goals, and build a model portfolio recommendation. Concludes with full mock NISM Series V-A exam preparation.
Trading expert with 15+ years of experience. Built 19 companies and invested in 78 startups.
📌 All prices include 5% GST as per Indian tax regulations