Mutual Fund Investments for Retail Investors

Learn to Maximize Return, Save Taxes, Select the Right Scheme for Your Goal

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Mutual Fund Investments for Retail Investors

What You Will Learn!

Be able to understand the mutual fund structure, types and investment options.
Choose the right mutual fund scheme to meet specific investment goal. Understand the Capital Gains Tax applicability for gains from Mutual Fund Investments.
Make use of Direct Plan option to avoid distribution charges and hence earn better return on investment
Be able to decide on using the right fund scheme such as FoF, Index Fund, Sectoral, Equity, Debt, Money Market fund, etc

Description

Mutual Fund Investment is one of the best options for retail investors, looking to invest in capital markets. But are you confused about the sheer number of schemes to choose from? Does Index fund suit your needs or you are better off with debt/income fund? Should you go with SIP or lump sum?

In this course, we explain various aspects Mutual Funds - from it structure and type to investment approach and tax implications. The course is designed to prepare you select the right scheme to suit your investment goal, improve return by investing directly with AMC, choose the tax efficient equity oriented schemes as well as take the right approach to investing - SIP, STP or lump sum - depending on your individual circumstances. Approx 30-40 minutes spent on this course would help you throughout your life.

Who Should Attend!

This course is intended for Retail Investors - especially salaried individuals, students of finance, investment and tax advisers
Anyone who wants to understand the benefits of investing through mutual funds.

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