Learn the basics of mutual funds, different types, key terms, players and operational aspects to get investment ready
What you'll learn
- Introduction to mutual fund investing
- Why invest in mutual fund
- Investment goals
- History of mutual funds
- Different types of mutual funds and their peculiarities
- Key terminologies and players that any investor should know
- Key risks/costs involved in mutual fund investing
- How to select a fund for investment
- Operational aspects of mutual fund investing
- Key things to know to become INVESTMENT READY
Requirements
- An open mind
- Motivation to learn
- Good internet connection
- Be able to read and understand English Language
- Willingness to take action
Description
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.
The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.
The primary objective of the Level 1 - Mutual Fund Investing Masterclass is to make you "investment ready".
So, by the time you are done with this course, you will be ready to start investing in mutual funds.
Following are the topics covered in this course :
Introduction to Mutual Funds
- 3 Main Investment Goals
- Broad Asset Types
- The Mutual Fund
- Quick History of Mutual Funds
- Why Mutual Funds
- Stocks
- Bonds
- Commodities
- Funds
- Index
- Equity Funds
- Debt Funds
- Balanced or Hybrid Funds
- Fund of Funds
- Exchange Traded Funds
- Index Fund
- Diversified Equity Fund
- Thematic / Sectoral / Speciality Fund
- Value Funds
- Dividend Funds
- Contra Funds
- Tax Saving Fund
- Focused Equity Fund
- Large Cap Fund
- Midcap Fund
- Small Cap Fund
- MultiCap Fund
- Gilt Fund
- Corporate Debt Fund
- Credit Rating Based Funds
- Sectoral Debt Funds
- Multi-Duration Funds
- Duration Based Fund
- Floater Fund
- Conservative Funds
- Balanced Funds
- Aggressive Funds
- Multi-Asset Funds
- Arbitrage Funds
- Global Equity Fund
- Debt Oriented Fund
- Exchange Traded Funds
- Sectoral Funds
- Asset Allocator Funds
- Index Fund
- Gold Fund
- Sectoral Index Fund
- Regulators
- Associations
- Independent Financial Advisor
- The National Distributor
- Brokers
- Investors
- Fund Manager
- Asset Management Company
- Banks
- Index Providers
- Exchanges
- AUM
- Age / Inception Date
- Unit
- Fund Options / Share Class
- Fund Type : Open Vs Closed
- NAV
- CAGR
- Benchmark
- Investment Objective
- Fund Description
- Min. Purchase Amount
- Entry Load
- Exit Load
- Min. Redemption Amount
- Total Expense Ratio
- Suitability
- Fund Manager
- Interest Rate Risk
- Credit Risk
- Liquidity Risk
- Domestic Market Risk
- Unsystematic Risk
- Global Market Risk
- Currency Risk
- Investment Management Fee
- Advisory & Research Fee
- Transaction Fee
- Taxes
- Operational & Distribution Costs
- Mutual Funds on Risk Spectrum
- Mutual Fund Risk Profile
- Equity Mutual Fund Basic Investment Styles
- KYC
- Traditional Distribution Channels
- Online Channels
- Investment Modes
Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.
Who this course is for:
- Anyone who wants to create wealth for yourself and family
- Anyone who wants to generate regular income
- Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
- A housewife who manages family finances
- Smart millennials who are interested in financial planning
- Retired person interested in creating a regular income source
- Family person who has financial responsibility
