Mutual Funds Advisor Course - Udyogwardhini

Get Good Returns In All Market Condition Through Technical Analysis.

Duration 15 Days
Batch Start From 1st Dec 2022
Fees 1500/- Live Online
Duration : 15 Days
Batch Start : From 1st Dec 2022
Fees : 1500/- Live Online

About Program

The Indian mutual fund industry is currently worth around Rs. 38 lakh AUM. It is the fastest growing financial Industry with 22% Of Growth rate over the last 5 years. Out Of 135 Crore Indians, only 3.25 Crore individuals are currently investing in MF. That is less than 2% of our population which shows high potential in the industry. Every month, around 8-10 lakh new investors join the mutual fund industry. The "Mutual Fund Advisor" Program by Udyogwardhini is for professionals and freshers alike who are looking for opportunities in this domain. After completion of this course you will be able to help clients reach their financial goals by investing in Mutual Funds.

NEED

The Indian mutual fund industry is currently worth around Rs. 38 lakh AUM. It is the fastest growing financial Industry with 22% Of Growth rate over the last 5 years. Out Of 135 Crore Indians, only 3.25 Crore individuals are currently investing in MF. That is less than 2% of our population. This shows high potential in the industry. Every month, around 8-10 lakh new investors join the mutual fund industry. Despite the growth in MF investors, there is still a long way to go as We still have an under-performed mutual fund market as compared to the developed world - AUM to GDP Ratio - India - 12% Vs World Average - 63% Low Competition: Only 1.26 lakh Mutual fund distributors Vs 20 lakh + Insurance advisors Over the next decade, about 100 Lac Cr. of AUM opportunities are expected. The huge gap between demand and supply creates great opportunities for needy candidates.

A Mutual Fund Advisor is representative of a bank or similar financial in-situation, who offers mutual funds to prospective investors, maintains records of their investments and conducts regular market research to advice customers.

About Program

The Indian mutual fund industry is currently worth around Rs. 38 lakh AUM. It is the fastest growing financial Industry with 22% Of Growth rate over the last 5 years. Out Of 135 Crore Indians, only 3.25 Crore individuals are currently investing in MF. That is less than 2% of our population which shows high potential in the industry. Every month, around 8-10 lakh new investors join the mutual fund industry. The "Mutual Fund Advisor" Program by Udyogwardhini is for professionals and freshers alike who are looking for opportunities in this domain. After completion of this course you will be able to help clients reach their financial goals by investing in Mutual Funds

Syllabus

  • Definition of Mutual Fund
  • History of Mutual Funds
  • Advantages of Mutual Funds
  • Structure of Mutual Funds
  • Legal Environment
  • Charts, Formation
  • Different time frames
  • Various kinds of charts
  • Definition of Mutual Fund
  • History of Mutual Funds
  • Advantages of Mutual Funds
  • Structure of Mutual Funds
  • Legal Environment
  • Setting Clear Investment Goals
  • Different parties involved in a Mutual Fund
  • Role of AMC
  • Open-ended and Close-ended funds
  • Lump Sum Investment
  • Systematic Investment Planning
  • Equity Mutual Fund
  • Debt Mutual Fund
  • Hybrid Mutual Fund
  • NFO ( New Fund Offer) and Offer Document
  • Stock Fund
  • Bond Fund
  • Index Fund
  • Income Fund
  • Fund of Funds
  • Aggressive Hybrid Fund
  • Conservative Hybrid Fund
  • Balanced Hybrid Fund
  • Equity Linked Savings Scheme
  • Bank Products Vs Mutual Funds
  • Selection of Mutual Fund
  • Investing in Mutual Fund
  • Transacting in Mutual Fund
  • Mutual Fund Scheme Selection
  • Mutual Fund Scheme Performance
  • Sales charges
  • Recurring expenses
  • Fund Managers' Fees
  • Securities Transaction Tax
  • Capital gains
  • Bank Fixed Deposit
  • Tax Deduction at Source (TDS)
  • Dividend Payout
  • Dividend stripping
  • Growth options
  • Carry forward of Losses
  • Risk
  • Net Asset Value (NAV)
  • Expense Ratio
  • Portfolio Turnover
  • Current market economy scenario
  • Various opportunities in financial market
  • Discussion with successful Mutual Fund Advisors

syllabus

  • Introduction
    • Advantages, Fundamental Vs. Technical
    • Definition of Mutual Fund
    • History of Mutual Funds
    • Advantages of Mutual Funds
    • Structure of Mutual Funds
    • Legal Environment
  • MUTUAL FUND PROCESS
    • Setting Clear Investment Goals
    • Different parties involved in a Mutual Fund
    • Role of AMC
  • MUTUAL FUND CHARACTERISTICS & CATEGORIES
    • Open-ended and Close-ended funds
    • Lump Sum Investment
    • Systematic Investment Planning
    • Equity Mutual Fund
    • Debt Mutual Fund
    • Hybrid Mutual Fund
    • NFO ( New Fund Offer) and Offer Document
  • TYPES OF MUTUAL FUNDS
    • Stock Fund
    • Bond Fund
    • Index Fund
    • Income Fund
    • Fund of Funds
    • Aggressive Hybrid Fund
    • Conservative Hybrid Fund
    • Balanced Hybrid Fund
    • Equity Linked Savings Scheme
  • INVESTMENT DECISION
    • Bank Products Vs Mutual Funds
    • Selection of Mutual Fund
    • Investing in Mutual Fund
    • Transacting in Mutual Fund
    • Mutual Fund Scheme Selection
    • Mutual Fund Scheme Performance
  • ACCOUNTING, VALUATION AND TAXATION
    • Sales charges
    • Recurring expenses
    • Fund Managers' Fees
    • Securities Transaction Tax
    • Capital gains
    • Bank Fixed Deposit
    • Tax Deduction at Source (TDS)
    • Dividend Payout
    • Dividend stripping
    • Growth options
    • Carry forward of Losses
  • RISKS AND RETURNS
    • Risk
    • Net Asset Value (NAV)
    • Expense Ratio
    • Portfolio Turnover
  • MARKET, ECONOMY AND ENTREPRENEURSHIP
    • Current market economy scenario
    • Various opportunities in financial market
    • Discussion with successful Mutual Fund Advisors

    Key Highlights

    FREE: Course fees worth Rs. 10,000
    FREE: NISM exam fees Rs. 1500
    FREE: ARN Fees is Rs 1800
    Hand-holding support & Guidance on starting business
    Network with all Mutual Fund Advisors across Maharashtra

    Key Highlights

    FREE: Course fees worth Rs. 10,000
    FREE: NISM exam fees Rs. 1500
    FREE: ARN Fees is Rs 1800
    Hand-holding support & Guidance on starting business
    Network with all Mutual Fund Advisors across Maharashtra

    LEARNING OUTCOMES

    After successful completion of this course, you will be able to:

    • Keep up to date on the mutual fund market
    • Approach and market various mutual funds schemes to prospective customer identified
    • Assist customer with determining most suitable mutual fund scheme according to needs
    • Assist customer with the application process for purchasing the mutual fund
    • Deliver proofof purchase and plan follow‐up sessions
    • Respond to customer queries and clarifications and advise the customers on existing product and new schemes
    • Assist in termination of investment

    Registration form

    Course Fees
    Live Online: 1500/-
    Time: 7 pm to 8 pm

    ADDITIONAL BENEFITS

    Live interactive online session with host support

    Limited batch size of 30 participants

    6 months live session recording and study material access

    Handholding support after the course

    Here's What Our Participants Say

    LEARNING OUTCOMES

    After successful completion of this course, you will be able to:

    • Keep up to date on the mutual fund market
    • Approach and market various mutual funds schemes to prospective customer identified
    • Assist customer with determining most suitable mutual fund scheme according to needs
    • Assist customer with the application process for purchasing the mutual fund
    • Deliver proofof purchase and plan follow‐up sessions
    • Respond to customer queries and clarifications and advise the customers on existing product and new schemes
    • Assist in termination of investment

    Course eligibility

    Age Limit : 24 years and above

    Educational Qualification : Graduate and above

    Course language

    • Marathi

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