Course curriculum

  • 1

    Welcome to the Course

    • Introduction

  • 2

    Introduction to Mutual Fund

    • Why Mutual Funds?

    • What is Mutual Fund?

    • History of Mutual Funds

    • Advantages of Mutual Funds

    • Disadavantages of Mutual Funds

    • Classification of Mutual Funds by Mode of Operation

    • Debt Funds

    • Equity Funds

    • Index Funds

    • Balanced Funds

    • Investment Plans

    • Investment Options

  • 3

    Essential Terms

    • Essential list of Terms to know while dealing in Mutual Funds

    • Asset Management Company (AMC)

    • AMFI Registered Number (ARN)

    • Net Asset Value (NAV)

    • Asset Under Management (AUM)

    • Expense Ratio

    • Entry Load

    • Exit Load

    • New Fund Offering (NFO)

    • Statement of Accounts (SOA)

    • DEMAT Account

    • Investment Services Account (ISA)

    • Systematic Investment Plan (SIP)

    • Systematic Withdrawal Plan (SWP)

    • Systematic Transfer Plan (STP)

    • Compounded Annual Growth Rate (CAGR)

    • Risk

    • Tax

    • Closure of Section on Essential Terms

  • 4

    Bonus Videos

  • 5

    Closure of the Course

    • Closing Notes

    • About Me

What you'll learn

✓ All Terms involved in dealing with Mutual Fund Investing

✓ Detailed discussion on Types of Mutual Funds

✓ Detailed discussion on Investment Options in Mutual Funds


Course Description

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market.

A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chances of getting higher returns is much superior due to the ultimate size of the Investment.

This course series - Mastering Mutual Fund Investment - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk.

In the first part of the course series, we discuss the minimum essential knowledge one needs having about Mutual Funds. We discuss what are Mutual Funds and what are their types, what are the investment options, etc. Also, we take a look at plethora of essential terms one needs knowing about investing in Mutual Funds.

I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well.

Who this course is for:
  • Beginners to Mutual Funds
  • Mutual Fund Investors who basically use Advisor Opinion to Investing without knowing the details
  • Housewives managing Personal Finance
  • Small Investors

Instructor

Instructor

Partha Majumdar

Partha started his own company, Majumdar Consultancy Pvt Ltd, in 2014. He partnered with a Dubai based businessman to open SI Solutions India Pvt Ltd in 2016. In 2019, he joined Tools and Solutions, Saudi Arabia as Director - Professional Services to establish the Professional Services business. Partha has been working on fine tuning the algorithm for a Access Control System through Face Recognition. The program has been developed using Convolutional Neural Network (CNN). Partha has also developed a software which tries to predict the Stock Market. The solution has been developed using Recurrent Neural Network (RNN). The solution presently predict with an accuracy of 77%.

What people say

Excellent Course

A.R. Ujwala Sandeep

Though I started investing in Mutual Funds some time back, there is so much I did not know. I have been investing based on what HDFC Bank Advisor tells me. Now, I know so many options available. Thanks for creating this course

Very Well Explained

Krupesh Haria

This course is very well explained, got all my basics cleared for mutual funds. The practical session on mutual funds portfolio creation is excellent.

How to purchase this course

Stripe: All purchases made using Stripe require a credit / debit card. You get immediate access to the course on purchase.

Buy now at ₹ 2500 with  


Razorpay: Razorpay supports multiple payment methods including credit / debit cards, Net banking, UPI. You get course access within 24 hours of purchase.

Buy now at ₹ 2500 with

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