Learn asset allocation, investment management, selection of funds, fund houses & advisors. Prepare to take action steps
What you'll learn
- Key things to know before you start investing
- Key investment management basics
- Power of compounding
- Investing Psychology
- Key aspects and know hows of market
- How to choose an investment advisor
- How to evaluate a fund manager
- How to select a mutual fund
- Where to find mutual fund information and regular updates
- Key TO DOs to get started
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 2 - Mutual Fund Investing Masterclass is to help you "Strategise Your Investments"
So, by the time you are done with this course, you will have a far better understanding of Investment Planning & Asset Allocation in the context of Mutual Funds.
Following are the topics covered in this course :
Factors to Consider Before You Start Investing
- Investment Plan
- Investable Assets
- Goals
- Time Horizon
- Risk
- Return Expectation
- Age Group
- Taxes
- Liquidity
- Legal Constraints
- Special Situations
- Lumpsum Investment
- Regular Investment
- Portfolio Review Frequency
- Investment Advisor
- The Power of Compounding
- Investment Discipline
- Investing Psychology
- Asset Allocation
- Diversification
- Portfolio Monitoring
- Changes to Investment Plan
- Performance Assessment
- Sectors
- Economic Cycles
- Technological Changes
- Regulatory Framework
- Global Market
- Challenges
- Opportunities
- Interest Rates
- The Stock Market
- The Bond Market
- The Commodities Market
- The Real Estate Market
- Industry Experience & Background
- Location
- Past Performance
- Client Testimonials
- Market Expertise
- Operational Resources
- Employees
- Client Profile
- Digital Footprint
- Fee Structure
- Market Position
- Assets Under Management
- Experienced Managers
- Product Portfolio
- Client Testimonials
- Research Capabilities
- Overall Performance
- Investor Education
- Operational Ease for Investor
- Fund Inception Date
- Assets Under Management
- Benchmark
- Fund Manager Profile
- Fund Category
- Risk Profile
- Past Performance
- Suitability
- Category Performance
- Critical Assessment
- Expected Return
- Comparison Websites
- Fund Factsheet
- Mobile Platforms
- Financial Media
- Investment Seminars
- Online Events
- Fund House Presentations
- Fund House Conference Calls
- Investor Meets
- Investment Advisor
- Books & DVDs
- Investor Education Sites
- Online Courses
- Decide What You Want
- Prepare a Basic Investment Plan
- Start Talking to Potential Advisors
- Start Fund House Selection
- Start Comparing Funds
- Invest in Your Education
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
