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Mutual Fund Investing for Wealth Creation

Next Dates Asia/Kolkata
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Coverage

Investment Landscape / Avenues, SMART Financial Goal, Mutual Fund Vs Stock Trading/Investment, Wealth creation vs wealth preservation, Wealth Gap Illustra- tion using Excel, Mutual Fund, Understanding of how MF, Types of Schemes, Mutual Fund Structure: AMC, Trustee, Custodian, Registrar, NAV concept & calculation, Return, Abso- lute return vs CAGR vs XIRR, Expense ratio & exit load, Direct vs Regular plans, Risk mea- sures: Standard Deviation, Beta (basic level) Investment Approach, Lumpsum, SIP, when & why, SIP Step up Strategy, STP & SWP Concepts & Application, Rupee Cost Averaging, Design Investment Plan for Life Goals (Children's Education, Marriage & Retirement Plan- ning, etc.) Scheme Selection, Parameters, Process of Investing (Physical/Online / Mobile App), KYC, Nomination, Folio Management, How to Access to Reports, Rebalanc- ing, Tools for Tracking MF, Do's & Don't of MF Investing.

Who Can Attend

  • Students
  • Working Professionals
  • Entrepreneurs & Start-ups
  • Hobbyists & Tech Enthusiasts
  • Graduates
  • Job Seekers
  • Career Changers
  • Corporate Trainees