Level 2 - Mutual Fund Investing Masterclass

Learn asset allocation, investment management, selection of funds, fund houses & advisors. Prepare to take action steps

What you'll learn
Key things to know before you start investing
Key investment management basics
Power of compounding
Investing Psychology
Key aspects and know hows of market
How to choose an investment advisor
How to evaluate a fund manager
How to select a mutual fund
Where to find mutual fund information and regular updates
Key TO DOs to get started


Requirements
An open mind
Motivation to learn
Good internet connection
Be able to read and understand English Language
Willingness to take action

Description
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.

The primary objective of the Level 2 - Mutual Fund Investing Masterclass is to help you "Strategise Your Investments"

So, by the time you are done with this course, you will have a far better understanding of Investment Planning & Asset Allocation in the context of Mutual Funds.

Following are the topics covered in this course :

Factors to Consider Before You Start Investing

Investment Plan

Investable Assets

Goals

Time Horizon

Risk

Return Expectation

Age Group

Taxes

Liquidity

Legal Constraints

Special Situations

Lumpsum Investment

Regular Investment

Portfolio Review Frequency

Investment Advisor

Investment Management Basics

The Power of Compounding

Investment Discipline

Investing Psychology

Asset Allocation

Diversification

Portfolio Monitoring

Changes to Investment Plan

Performance Assessment

Market Overview

Sectors

Economic Cycles

Technological Changes

Regulatory Framework

Global Market

Challenges

Opportunities

Interest Rates

The Stock Market

The Bond Market

The Commodities Market

The Real Estate Market

Before You Hire an Investment Advisor

Industry Experience & Background

Location

Past Performance

Client Testimonials

Market Expertise

Operational Resources

Employees

Client Profile

Digital Footprint

Fee Structure

Fund House Selection

Market Position

Assets Under Management

Experienced Managers

Product Portfolio

Client Testimonials

Research Capabilities

Overall Performance

Investor Education

Operational Ease for Investor

Fund Selection

Fund Inception Date

Assets Under Management

Benchmark

Fund Manager Profile

Fund Category

Risk Profile

Past Performance

Suitability

Category Performance

Critical Assessment

Expected Return

Key Information Sources

Comparison Websites

Fund Factsheet

Mobile Platforms

Financial Media

Investment Seminars

Online Events

Fund House Presentations

Fund House Conference Calls

Investor Meets

Investment Advisor

Books & DVDs

Investor Education Sites

Online Courses

Action Steps

Decide What You Want

Prepare a Basic Investment Plan

Start Talking to Potential Advisors

Start Fund House Selection

Start Comparing Funds

Invest in Your Education

Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme.

Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.

Who this course is for:
Anyone who wants to create wealth for yourself and family
Anyone who wants to generate regular income
Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
A housewife who manages family finances
Smart millennials who are interested in financial planning
Retired person interested in creating a regular income source
Family person who has financial responsibility

More Info