This course provides a comprehensive overview of the investment landscape focusing on mutual funds. It is designed to help investors understand key concepts, risks, and strategies to make informed decisions.

Key Topics Covered:

• Investment Landscape:

Explore financial goals, savings vs. investments, asset classes, and risk management.
Understand behavioral biases, risk profiling, and asset allocation.

• Mutual Funds:

Learn the basics, roles, advantages, and types of mutual funds.
Understand how mutual fund schemes operate and what their legal structure is in India.

• Regulatory Framework:

Review the legal and regulatory environment, investors’ rights, and key regulations.

• Scheme Information:

Get familiar with offer documents, risk factors, and investment strategies.

• Fund Distribution:

Discover the role of distributors, distribution modes, and commission disclosure.

• NAV and Expenses:

Understand NAV computation, expense ratios, and pricing of units.

• Taxation:

Learn about taxes on capital gains, dividends, and tax benefits.

• Investor Services:

Review the NFO process, KYC requirements, and investor services.

• Risk and Performance:

Study risk factors, returns, performance measures, and benchmarks.

• Scheme Selection:

Master selecting schemes based on needs, strategies, and risk levels.