Mutual Funds


460
Learners
This course will provide the participants, a quick snapshot of the Concept, Structure and Classification of Mutual Funds in India. This course will also focus on the process of Evaluation and selection of Mutual Funds before concluding with Portfolio Management Process, Taxation of Mutual Funds in India
Course Faculty
FDWMS
A wealth management firm focussed on the Indian Capital market more>>
Basic Course Offerings
7 Lecture Topics
1+ Hours of Video Lectures
Course Specials
Interactive Discussion Forum
Course Completion Certificate
Basic Plan

  • 30 days Free access to Basic Course Offerings covering HD Video Lectures delivered by Industry Experts.
  • Videos may contain ads
INR 0
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EFY Times
Standard Plan

  • 180 days access to basic course offerings covering HD video lectures
  • Course specific discussion forum for anytime doubt resolution
  • Ad-free Videos
  • Course Completion Certificate
USD 13.33/USD 11.11
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Enterprise Plan

  • Ideal for multiple participants.
  • Single payment option for instant multi user on-boarding.
  • Attractive discounts on bulk purchases.
  • Option to include white labelled LMS with custom dashboard report.
  • Multi course selection available.
Course Overview
This course will provide the participants, a quick snapshot of the Concept, Structure and Classification of Mutual Funds in India. This course will also focus on the process of Evaluation and selection of Mutual Funds before concluding with Portfolio Management Process, Taxation of Mutual Funds in India and the very important Investment checklist any retail investor must follow if he/she were to make successful investments in Mutual Funds.

This course, which is delivered by a Wealth Management firm, will also talk about the importance of goal-based investing and how to make suitable fund allocation for different asset classes based on the individual's risk tolerance level and the life stage at which the investment is being made.

Course Curriculum
1 Concept of Mutual Funds 12:27
2 Structure of Mutual Funds in India 13:37
3 Classification of Mutual Funds 14:03
4 Evaluation and Selection of Mutual Funds 08:54
5 Portfolio Management Process Preview 03:56
6 Taxation of Mutual Funds 04:33
7 Investment Checklist 11:36
Final Exam - Mutual Funds  

Eligibility Criteria
Retail investors, financial planners, Individuals keen on learning various strategies in Mutual Fund investing.

Ratings & Reviews
Ms. sayli PACHANGE
mumbai, xyz
it is a awsome course

KHUMMINTHANG SITLHOU
Teacher, Education department
I love this course

VINOD JOHN T J
CSE(custermer service executive ), Muthoot Fincorp Ltd till June 22 nd 2017
Very good class of Mutual fund for beginners like me. After completing this course I would like to join the NISM course.

KAVITHA
nurse, nil
Nice

pallab das
officer scale 1, punjab national bank
good course contents..looking forward for detailed elaboration

Mr. Abrar Iqbal Khalfe
2.5, 2.5
Giod

Balakrishnan Mani
vp
Good

Firdous banu
The courses and the knowledge is very good

Divya Kavadia
Nice

Jagdish Jadhav
It’s good

MALWINDER
it was up to the mark

Frequently Asked Questions

There are no limitations in accessing the course. You can assess the course through the web (ApnaCourse.com) on any device

Most courses are self paced courses with a free access of 30 days. The 30 days access (basic plan) is only on the videos. To extend access by 180 days or to get course specials like question bank, course completion certificate, exam etc, you will have to enrol into the standard (paid) plan.

Yes. If your access to a course expires, you can extend that through an online payment and continue from where you left of.

We engage only experienced and certified faculties for each course. Each faculty has decades of relevant teaching / training experience that they bring to ApnaCourse. For details of our faculty partners, please visit the Faculty section in the website.

We offer a course completion certificate on most courses. This certificate is jointly given by our partner trainer or training instiute who delivered the course.

For any course specific doubts, there is an Online forum on ApnaCourse called Social Circle for every Course. Access to the Social Circle is available only in the paid plan. Post your questions there and an expert would be able to respond to it. For general payment or enrolment related information, please email at support@apnacourse.com.

Pl visit our detailed FAQ section at https://www.apnacourse.com/about/faq. If you still have doubts, feel free to email at support@apnacourse.com.


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Course Expert
FDWMS
Fourth Dimension Wealth Management Services is a financial poly clinic that provides stuctured wealth management services, workshops, trading platforms for equity and currency derivatives, transaction platforms for mutual funds etc.


Mr. Ashwin Kumar, Director and Co-founder at FDWMS, is a graduate from Lancaster University, United Kingdom. He is an advanced level user of world class trading systems and software and has been actively participating in the Indian Stock, Commodity and Currency markets for over a decade. He is also an NSE Certified Capital Market Professional and has won the National Pride Award for Excellence in Currency Segment by Anand Rathi Share and Stock Brokers Limited in 2012. He is a noted Guest Speaker at Christ University, Bangalore and The Institute of Chartered Accountants of India (ICAI), Pune Branch of Western Indian Regional Council and Association of Technical Market Analysts (A.T.M.A) on Technical Analysis and various financial and investment topics.
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