Mutual Funds Foundation Course - Build knowledge before you invest

The Mutual Funds Foundation Course is designed for individuals who want to start investing the right way by understanding the fundamentals of mutual funds. This structured program provides a clear and practical learning path, starting from how mutual funds work to how to select the right funds for long-term wealth creation.

Across 10 well-defined topics and 40 simplified slides, participants will gain essential knowledge on fund structures, investment strategy, risk management, taxation, and necessary regulatory processes. Whether you are a beginner investor, a young professional planning financial goals, or someone seeking clarity before investing, this course will equip you with the confidence to take informed investment decisions.

You will learn:

• How do mutual funds operate, and how do they generate returns?

• Different fund categories and where they fit into your goals?

• How do SIP, lump sum, STP and SWP work in real investment scenarios?

• How to evaluate risk and match funds to your risk profile?

• How do taxation and documentation affect your investments?

• How to analyze funds using key performance indicators?

  
  

This course empowers you with practical insights and decision-making tools trusted by financial professionals, enabling you to participate in the capital market efficiently and confidently.

Ideal For:

• Beginner investors

• Students and young earners

• Individuals beginning their wealth-building journey

• Anyone interested in mutual fund investing with clarity

  
  

By the end of this course, participants will be ready to build a diversified mutual fund portfolio aligned to their financial goals with strong foundational knowledge.

The Mutual Funds Foundation Course is designed for individuals who want to start investing the right way by understanding the fundamentals of mutual funds. This structured program provides a clear and practical learning path, starting from how mutual funds work to how to select the right funds for long-term wealth creation.

Across 10 well-defined topics and 40 simplified slides, participants will gain essential knowledge on fund structures, investment strategy, risk management, taxation, and necessary regulatory processes. Whether you are a beginner investor, a young professional planning financial goals, or someone seeking clarity before investing, this course will equip you with the confidence to take informed investment decisions.

You will learn:

• How do mutual funds operate, and how do they generate returns?

• Different fund categories and where they fit into your goals?

• How do SIP, lump sum, STP and SWP work in real investment scenarios?

• How to evaluate risk and match funds to your risk profile?

• How do taxation and documentation affect your investments?

• How to analyze funds using key performance indicators?

  
  

This course empowers you with practical insights and decision-making tools trusted by financial professionals, enabling you to participate in the capital market efficiently and confidently.

Ideal For:

• Beginner investors

• Students and young earners

• Individuals beginning their wealth-building journey

• Anyone interested in mutual fund investing with clarity

  
  

By the end of this course, participants will be ready to build a diversified mutual fund portfolio aligned to their financial goals with strong foundational knowledge.