We start with the basics, exploring the history and origin of mutual funds. You'll gain a solid foundation in the workings of mutual funds, understanding the key entities involved, such as sponsors, trusts, trustees, asset management companies, registrars and transfer agents, and fund houses in India.
Next, we explore the various types of mutual fund schemes, helping you navigate the landscape to find the ones that best suit your financial goals and risk appetite. We also discuss the role of regulatory agencies, including SEBI, RBI, Ministry of Finance, Company Law Board, Department of Company Affairs, Registrar of Companies, and AMFI, ensuring you understand the regulatory framework that governs mutual funds.
Making informed decisions is crucial in mutual fund investment. We provide insights into fund selection criteria, including fund rating and ranking, basis of ratings, and funds' performance measurement. You'll learn about rolling returns and benchmarking, as well as yield to maturity and bond valuation, equipping you with the tools to evaluate funds effectively.
Financial planning is essential for long-term wealth creation. We guide you through the process, discussing eligibility for investment in mutual funds, KYC requirements for individuals and micro SIPs, and offering guidance on fund categories. We also compare bank FDs vs mutual funds, helping you understand the advantages of mutual funds over traditional investment options.
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Paras Mehak, Chitsimran
CMA Chitsimran, Assistant Professor at Khalsa College for Women, Amritsar. With over seven years of teaching and industry exposure, she brings a multifaceted approach to education. Her academic journey is marked by excellence, having achieved the distinction of being a Cost and Management Accountant and securing the top position in her Bachelor's program in Commerce. She pursued a Master's in Business Administration and Masters in Commerce. She is also having a remarkable experience of more than 8 years.
