Introduction to Wealth management + Mutual Funds Investment

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Basic Info : Course on Wealth Management and Mutual Funds
Level : Beginner
Commitment  : 12 hour (6 sessions of 2 hours each)
Language : English 
Schedule Date : 25th Jan 2024

What Will I Learn from Wealth Management & Mutual Funds

At the end of this course you will understand:

  • Investment concepts and products
  • How to invest in mutual funds
  • The benefits and returns on mutual funds
  • The process of goal-based financial planning and asset allocation.
  • What an SIP, STP, SWP, Liquid funds is


Return on Investments

Risk in Investments

Asset Classes and Diversification

Financial Planning

Principles of Portfolio Construction

Portfolio Rebalancing

Investment Strategies for Wealth Creation

Introduction to Indian Financial Markets

Basics of Equity

Primary Markets

Secondary Markets

Fundamental Analysis

Financial Ratios

Valuation Ratios and Multiples

Technical Analysis

Market Indicators

Introduction to Mutual Funds

Why invest in the first place?

The different types of investments


What is Mutual Fund?

Types of Mutual Funds

Expected Returns from Mutual Funds

Advantages of mutual funds and associated risks

Why should you research and invest than depending on a financial planner?

Platform to invest in mutual funds

Tracking your mutual fund performance

Researching for mutual funds to invest in

Putting it all together


How It works

   Live Online Sessions
Each session is interactive and informative, featuring case studies, quizzes and projects

   Interact, Learn and Grow enables you to master the concepts, interact with expert faculty and other learners and be a part of the community whilst growing.

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