Mutual Fund

A mutual fund expert aims to help clients grow or preserve their wealth and reach financial goals by investing in mutual fund schemes. Mutual fund experts provide financial advice to investors after assessing their investment horizon, risk appetite, and financial goals. A mutual fund investment expert can earn commission directly from the fund house or through distributors who sell the schemes of the house. Mutual fund experts provide expertise in both selecting and building a portfolio of mutual fund schemes that align with the financial goals of investors. This necessitates that the MF expert takes the initiative to track different types of mutual fund schemes with different investment objectives as well as stay updated with important developments in the financial market that may affect the performance of these schemes.
 

Training Program Syllabus

Chapter 1: Investment Landscape

Chapter 2: Concept and Role of a Mutual Fund

Chapter 3: Legal Structure of Mutual Funds in India

Chapter 4: Legal and Regulatory Framework

Chapter 5: Scheme Related Information

Chapter 6: Fund Distribution and Channel Management Practices

Chapter 7: Net Asset Value, Total Expense Ratio and Pricing of Units

Chapter 8: Taxation

Chapter 9: Investor Services

Chapter 10: Risk, Return and Performance of Funds

Chapter 11: Mutual Fund Scheme Performance

Chapter 12: Mutual Fund Scheme Selection.

 

Trainer

Trainer – DR SUMAN KUMAR
SEBI REGISTERED INVESTMENT ADVISOR SINCE 18 September 2018.

More than 15 Years experience of FINANCIAL MARKET PRODUCTS.

Register yourself for the course 3 days before the given course date.

CONTACT -9631111938
FOR BROADCAST ADD THIS NUMBER IN YOUR CONTACT LIST

EMAIL -bigmansacademy@gmail.com , info@bigmansacademy.com

MUTUAL FUND DISTRIBUTION

Date : May 10th & 11th, July 12th & 13th, Sep 13th & 14th, Nov 15th & 16th -2025

Min 50 Students
Venue: Webinar
Fees : Rs.5000/per