1. Is my information Secure?

We use the best standards in Internet security. Any data retained is not shared with third parties.

2. Do you also offer career/ course guidance?

Yes, we do provide complete guidance on the Mutual Funds in India Training Course

3. What you will learn?

Participants will understand the meaning of jargons like NFO, Equity Fund, Debt Fund, NAV, Alpha, Beta and so many more. Also about publicly traded firms' stocks, government bonds, corporate bonds, and money market instruments. This course simplifies investing in the mutual fund industry (with a specific focus on the Indian mutual fund industry)

5. Are the course curriculum made with industry standard?

Yes, the course is designed to ensure that the participants have access to all the key information they need to create promising career paths. This course is prepared by leading mutual fund experts and professionals.

Mutual Funds in India Training Course- Henry Harvin®

Module 1: Introduction to Mutual Fund
- Introduction
- Historical overview and evolution of mutual funds in India
- Basics of mutual funds
- Mutual Fund: Structure In India.
- Other Parties To Mutual Fund
- Advantages Of Mutual Fund
- Risks Involved In Mutual Fund
Module 2: Mutual Fund Classification
- Roles and responsibilities of various entities in the mutual fund industry
- Based On Structure
- Based On Investment Objective
- Types of Equity Fund
- Debt Fund
- Hybrid Fund
- Factors To Be Considered While Choosing A Mutual Fund Scheme
- Risk Factors In Mutual Fund Schemes
Module 3: Mutual Fund Operations
- Fund distribution and marketing
- Know Your Customer (KYC) requirements
- Fund accounting and valuation
- Compliance and regulatory framework
- Investor services and grievance redressal
Module 4: NFO & Offer Documents
- What Is An NFO?
- Procedure For Investing In An NFO
- Points To Consider While Investing In New Fund Offer
- Disadvantages Of Investing In NFO
- Offer Document
Module 5: Investment and Portfolio Management
- Fund selection and investment process
- Asset allocation strategies
- Portfolio construction and risk management
- Fund performance evaluation
- Investment strategies for different market conditions
Module 6: Things To Know Before Buying MFs
- What Is NAV
- What Is Expense Ratio?
- Portfolio Turnover
- Exit Loads
Module 7: Measuring Risk & Return Of Mutual Funds
- How To Measure The Risk Involved In Mutual Fund
- Alpha
- Beta
- Standard Deviation
- Methods To Evaluate The Performance of Mutual Fund
- Information Ratio
- Capture Ratio
- Sharpe Ratio
- Treynor’s Ratio
Module 8: What Are ETFs?
- What Is An ETF?
- Salient Features
- How Is The Value Of An ETF Determined?
- How Can ETFs Make Money For Investors
- Working Of An ETF
- Difference Between ETF’s & Index Funds
Module 9: What Are Liquid Funds?
- Liquid Funds & Its Features
- What Is Portfolio Churning In Liquid Funds?
- How Do Liquid Fund Work
- Types of Liquid Fund & Features
- Who Should Invest In Liquid Funds?
Module 10: Taxation Of Mutual Funds
- Capital Gain Taxation
- Indexation & Its Benefits
Module 11: Mutual Fund Investment & Redemption Plan
- What is a Systematic Investment Plan (SIP)?
- What is a Systematic Transfer Plan?
- What is a Systematic Withdrawal Plan (SWP)?
- Mutual Fund Plans
Module 12: Regulatory Framework
- Securities and Exchange Board of India (SEBI) regulations for mutual funds
- Key provisions of the Mutual Fund Regulations and guidelines
- Association For The Mutual Fund Industry?
- What Are The Objectives Of AMFI?
- What Is ARN & Why Is It Important To Investors
- Code of Conduct and ethical practices for mutual fund professionals
Module 13: Legal and Taxation Aspects
- Legal and regulatory requirements for mutual fund operations
- Tax implications for investors and funds
- Fund documentation, prospectus, and offer documents
- Anti-money laundering (AML) regulations and compliance
Module 14: Investor Education and Communication
- Importance of investor education and awareness
- Communication strategies for reaching out to investors
- Investor rights and protection
- Disclosure requirements and investor communication practices