Level 3 – Mutual Fund Investing Masterclass

Learn about equity funds - portfolio, returns, risks, costs, fund related documents, comparing funds & key action steps

Created by: Rashmi Musale
Digital Course Creator I Entrepreneur I Podcast Show Host

Created by: Rohit Musale, CFA
Stock Market Trading Education

What Will I Learn?

• Understand key aspects of equity markets
• How to dissect equity stock universe in simple categories
• Importance of benchmark and key market benchmarks
• How to read and understand equity fund returns
• Understand key risk parameters of an equity fund
• Key parameters to consider while comparing equity funds
• How to read a mutual fund factsheet
• How to read the fund/scheme information document
• Understand various investment options like lumpsum, SIP, SWP, STP, Trigger, Dividend Sweep, etc.
• Key action steps to start investing

Requirements

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

Target audience

• 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