Level 2 - Mutual Fund Investing Masterclass

Level 2 - Mutual Fund Investing Masterclass

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.

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

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What you will learn

• Key things to know before you start investing
• Key investment management basics
• Power of compounding

Rating: 3.8

Level: All Levels

Duration: 3.5 hours

Instructor: Rashmi Musale