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This module sets the foundation: why people invest, what asset classes exist, and how mutual funds work. You'll also learn about the career of an MF distributor and what the NISM VA exam expects. By the end, you'll be able to explain the power of compounding with real Indian numbers.
Dive into the legal framework of mutual funds in India—sponsor, AMC, trustee roles—and learn SEBI's categorization of equity, debt, and hybrid schemes. You'll also understand open-ended vs close-ended funds and how to read scheme documents.
This module covers the numbers: how NAV is calculated, what goes into expense ratios, how mutual funds are taxed (post-2023), and how to measure performance using CAGR, XIRR, and risk metrics. You'll be able to calculate returns like a pro.
Get hands-on with the operational side: KYC process, transaction types (SIP, SWP, STP), distribution channels, and grievance redressal. By the end, you'll be able to guide an investor through every step from onboarding to complaint resolution.
The final module teaches you to profile investors, select suitable schemes, construct model portfolios, and follow ethical practices. You'll be ready to serve real clients with confidence.
Trading expert with 15+ years of experience. Built 19 companies and invested in 78 startups.
Saurav Singh
📌 All prices include 12% GST as per Indian tax regulations