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What You'll Learn
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Identify key asset classes and their risk-return profiles for Indian investors✓
Explain the legal structure of mutual funds in India and SEBI regulations✓
Calculate NAV, TER, and returns using CAGR, XIRR, and rolling returns✓
Apply taxation rules for equity and debt funds post-2023 changes✓
Build model portfolios aligned with client risk profiles and goals✓
Execute KYC, transactions, and grievance redressal processes✓
Adhere to AMFI code of conduct and prevent mis-selling📖
Course Content
Module 1
Module 1: Investment Landscape & Mutual Funds Introduction (FREE - Hook Module)
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.
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Your Instructor
✨This Course Includes
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Complete coverage of 2026 NISM VA exam syllabus with chapter-wise mapping✓
Real Indian case studies: Zerodha, Groww, Parag Parikh Flexi Cap, HDFC✓
Downloadable cheat sheets for NAV calculation, taxation, and TER limits✓
Practice quizzes at the end of each chapter with application-based questions✓
Hinglish explanations for easy understanding of technical terms✓
Lifetime access✓
Mobile & desktop access✓