Introduction to Wealth management + Mutual Funds Investment

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Basic Info The 12-hour Varsity course -  Introduction to Wealth Management + Mutual Funds Investment (IWM+MFI) involves managing the assets and investments of individuals, families, and organizations with high net worth. The varsity course typically covers investment management, financial planning, risk management, legal and regulatory environment, ethics, and client relationship management.  Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of securities. This course introduces mutual funds investment, including the types of mutual funds, the benefits, and risks of investing in mutual funds, and the process of selecting and evaluating mutual funds. Through this course, students will gain a foundational understanding of wealth management and mutual funds investment and will be equipped with the knowledge and skills necessary to make informed investment decisions.
Level : Beginner
Commitment  : 12 hour (6 sessions of 2 hours each)
Language : English 
Schedule Date : 12th May 2024


What Will I Learn from Wealth Management & Mutual Funds

At the end of this course you will understand:

  • Demonstrate an understanding of the basics of wealth management, including the concepts of risk and return, asset allocation, and investment planning, and the various types of mutual funds.
  • Assess risks to identify and manage the risks associated with different customers, transactions, and products.
  • Evaluate and select mutual funds based on their performance history, investment philosophy, and other key criteria.
  • Identify opportunities to network with industry professionals, which can be beneficial while pursuing a career in Wealth Management and Mutual Funds Investment.
  • Generate examples of various case studies focusing on Wealth Management and Mutual Funds.
  • Apply  principles to develop effective investment portfolios,  financial plans for clients as well as the tax implications of mutual fund investing, including how capital gains and dividends are taxed.
  • Analyze and mitigate different types of risks that may affect their clients' investments and financial plans.
  • Construct a diversified portfolio of mutual funds that aligns with individual investment goals and risk tolerance.




  • 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


  • Why should you invest in the first place?
  • Different types of investments
  • Wealth Management and Financial Goals
  • Savings vs. Investment
  • Asset Allocation Principles


  • 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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