Mutual Funds in India Training Course- Henry Harvin®

Mutual Funds in India Training Course

Henry Harvin® Ranks in Top 30 most Trusted Companies by Insight Success

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  • 1.1 Million Learners
  • 1364 Learner’s Rating
  • 81% Report Career Benefits

Enroll in the Mutual Funds in India Training Course from Henry Harvin® Finance Academy, the best online learning platform | This course is prepared by a mutual fund professional with interactive features to support your learning and prepare you for investing in mutual funds | Hone your existing skills by working on assignments and projects related to mutual funds.

Starts In 2 day

27 May 2024

Learning Period

96 Hours

Book a Live Class, For Free!

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Placed Learners

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Accreditations & Affiliations

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There's a reason that 95% of our alumni undertake 3+ courses as a minimum with Henry Harvin®

Know the complete offerings of our Mutual Funds in India Training Course

Key Highlights

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9-in-1 Course
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Industry-Validated Curriculum
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Real-Time Case studies & Projects
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Top Notch Industry Professionals
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24x7 Learner Assistance and Support
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1-year Gold Membership

Upcoming Cohorts

Our Placement Stats

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Average salary hike

2100+

Access the best jobs in industry

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Maximum salary hike

Access the best jobs in the industry

You Get 10-In-1 Program

Two-way Live Training Course

Two-way Live Online Interactive Classroom Sessions

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Certification

Distinguish your profile with global credentials and showcase expertise with our Hallmark Completion certificate

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Projects

Facility to undergo various projects along with the course.

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Guaranteed Internship

Get a guaranteed Internship with Henry Harvin® and in top MNCs like J.P. Morgan, Accenture & many more via Forage.

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Placement

Get 3 in 1 Placement support through Placement Drives, Premium access to Job portal & Personalized Job Consulting

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Student Engagement & Events

Free Access to #AskHenry Hackathons and Competitions & many other facilities from Henry Harvin®

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Masterclass

Access to 52+ Masterclass Sessions for essential soft skill development

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Membership

Get Free Gold Membership of Henry Harvin®

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E-Learning Access

Free access to the E-learning Portal and future updates. Get access to PPTs, Projects, Quizzes, self-paced Video-based learning, a question bank, a library, practice tests, final assessment, a forum, and doubt sessions.

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Entrepreneurship Mentorship

Mentorship from Young Successful Entrepreneurs to set up a sustainable & scalable Business from scratch at both Freelance and entrepreneur levels

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About the Mutual Funds in India Training Course

Mutual Funds in India

This course simplifies the art of investing in the mutual fund industry (with a specific focus on the Indian mutual fund industry). In this course, participants get a basic understanding of mutual fund investment, important document checklists before Investing In MFs, tax planning using mutual funds, risk diversification using mutual funds, regulations, and more.
The course is going to help participants learn about investing and improve their knowledge of how to invest.

Who Should Attend?

  • Any 10+ or an equivalent certificate and above passed out
  • Businessman
  • Commerce Students
  • Financial Consultants
  • Bankers
  • Agents 
  • Brooker
  • Unemployed Youth
  • Ambitious Person
  • Anyone who wants to generate another source of income
     

9 in 1 Course

  • Training: 96 Hours of Two-Way Live Online Interactive Sessions
  • Projects: Facility to undergo projects in mutual fund investment, important documents checklists before Investing In MFs, tax planning using mutual funds, risk diversification using mutual funds, regulations, and more.
  • Internship: Get Internship Support to gain experiential learning
  • Certification: Get course completion Certification of Mutual Funds  in India Training Course from Henry Harvin® Govt of India recognized & Award-Winning Institute, and showcase expertise
  • Placement: 100% Placement Support for 1-Year post successful completion of the course
  • E-Learning: Free access to E-learning Portal and future updates
  • Masterclass: Access to 52+ Masterclass Sessions for essential soft skill development
  • Hackathons: Free Access to #AskHenry Hackathons and Competitions
  • Membership: 1-Year Gold Membership of Henry Harvin® Finance Academy for the Mutual Funds in India Training Course.

Trainers at Henry Harvin®

  • Most respected industry experts with 14+ years of working experience and recognized by numerous organizations over the years for their work
  • They have delivered 370+ keynote classes for Mutual Funds  in India 
  • Have delivered 410+ lectures and are currently empaneled as domain experts with Henry Harvin® Finance Academy
     

Alumni Status

  • Become a part of the Elite Finance Academy of Henry Harvin® and join the 3,00,000+ large Alumni Network Worldwide.

Gold Membership Benefits

  • Avail 1-Year Gold Membership of Henry Harvin® Finance Academy that includes E-Learning Access through recorded Videos, Games, Projects, CPDSPe Studies
  • Access to Masterclass Sessions
  • Earn the Prestigious Henry Harvin®️ Alumni Status and become one of the reputed 3,00,000+ Alumni across the globe.
  • Guaranteed Internship with Henry Harvin®️ or partner firms
  • Weekly 10+ job opportunities offered.
  • Experience Industry Projects during the training
     

Learning Benefits

  • Understand all about mutual fund 
  • Checklist of important documents before investing In MFs
  • Tax Planning using mutual funds
  • Risk diversification using mutual funds
  • Factors to be considered while choosing a mutual fund scheme
  • Investment strategies for different market conditions
  • Methods to evaluate the performance of the mutual fund
  • All about  ETFs
  • Code of Conduct and ethical practices for mutual fund professionals
  • Anti-money laundering (AML) regulations and compliance
  • Communication strategies for reaching out to investors
  • On completion of the course, you become smart mutual fund professionals
     

Know the complete offerings of our Mutual Funds in India Training Course

Curriculum For Mutual Funds in India Training Course

  • Module 1: Introduction to Mutual Fund

    • Introduction
    • Historical overview and evolution of mutual funds in India
    • Basics of mutual funds
    • Mutual Fund: Structure In India.
    • Other Parties To Mutual Fund
    • Advantages Of Mutual Fund
    • Risks Involved In Mutual Fund
  • Module 2: Mutual Fund Classification

    • Roles and responsibilities of various entities in the mutual fund industry
    • Based On Structure
    • Based On Investment Objective
    • Types of Equity Fund
    • Debt Fund
    • Hybrid Fund
    • Factors To Be Considered While Choosing A Mutual Fund Scheme
    • Risk Factors In Mutual Fund Schemes
  • Module 3: Mutual Fund Operations

    • Fund distribution and marketing
    • Know Your Customer (KYC) requirements
    • Fund accounting and valuation
    • Compliance and regulatory framework
    • Investor services and grievance redressal
  • Module 4: NFO & Offer Documents

    • What Is An NFO?
    • Procedure For Investing In An NFO
    • Points To Consider While Investing In New Fund Offer
    • Disadvantages Of Investing In NFO
    • Offer Document
  • Module 5: Investment and Portfolio Management

    • Fund selection and investment process
    • Asset allocation strategies
    • Portfolio construction and risk management
    • Fund performance evaluation
    • Investment strategies for different market conditions
  • Module 6: Things To Know Before Buying MFs

    • What Is NAV
    • What Is Expense Ratio?
    • Portfolio Turnover
    • Exit Loads
  • Module 7: Measuring Risk & Return Of Mutual Funds

    • How To Measure The Risk Involved In Mutual Fund
    • Alpha
    • Beta
    • Standard Deviation
    • Methods To Evaluate The Performance of Mutual Fund
    • Information Ratio
    • Capture Ratio
    • Sharpe Ratio
    • Treynor’s Ratio
  • Module 8: What Are ETFs?

    • What Is An ETF?
    • Salient Features
    • How Is The Value Of An ETF Determined?
    • How Can ETFs Make Money For Investors
    • Working Of An ETF
    • Difference Between ETF’s & Index Funds
  • Module 9: What Are Liquid Funds?

    • Liquid Funds & Its Features
    • What Is Portfolio Churning In Liquid Funds?
    • How Do Liquid Fund Work
    • Types of Liquid Fund & Features
    • Who Should Invest In Liquid Funds?
  • Module 10: Taxation Of Mutual Funds

    • Capital Gain Taxation
    • Indexation & Its Benefits
  • Module 11: Mutual Fund Investment & Redemption Plan

    • What is a Systematic Investment Plan (SIP)?
    • What is a Systematic Transfer Plan?
    • What is a Systematic Withdrawal Plan (SWP)?
    • Mutual Fund Plans
  • Module 12: Regulatory Framework

    • Securities and Exchange Board of India (SEBI) regulations for mutual funds
    • Key provisions of the Mutual Fund Regulations and guidelines
    • Association For The Mutual Fund Industry?
    • What Are The Objectives Of AMFI?
    • What Is ARN & Why Is It Important To Investors
    • Code of Conduct and ethical practices for mutual fund professionals
  • Module 13: Legal and Taxation Aspects

    • Legal and regulatory requirements for mutual fund operations
    • Tax implications for investors and funds
    • Fund documentation, prospectus, and offer documents
    • Anti-money laundering (AML) regulations and compliance
  • Module 14: Investor Education and Communication

    • Importance of investor education and awareness
    • Communication strategies for reaching out to investors
    • Investor rights and protection
    • Disclosure requirements and investor communication practices

Know the complete offerings of our in Mutual Funds in India Training Course

Book a Live Class, For Free!

svg-seat Limited seats left

By continuing you agree to Henry Harvin® Terms & conditions and Privacy Policy

Skills Covered

Checklists

Planning

Risk diversification

Investment strategies

Evaluation

Guidelines

Analytics

Portfolio Churning

Redemption

Certifications

Get Ahead with Henry Harvin® Mutual Funds in India Training Course Certification

What you'll Learn in this course

Training Certification

Our Mutual Funds in India Training Course is exhaustive and this Certification is proof that you have taken a giant leap in mastering the domain

Differentiate yourself with a Henry Harvin® Certification

The practical knowledge and actionable skillset you've gained working on projects, simulations, and case studies will set you ahead of the competition

Share your achievement

Talk about it on LinkedIn, WhatsApp, Instagram, Facebook, and Twitter boost your resume or frame it - tell your friends and colleagues about it

Earn your Certification

Get Course Completion Certification in Mutual Funds in India Training Course from Henry Harvin®

Our courses and Course Certificates are trusted by these industry leaders

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Know more about the value of this certificate in the industry

Career Services By Henry Harvin®

Career Services
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Placement Drives

We are dedicated to supporting our students throughout their career journey. Join us, and let's embark on a journey towards a successful and fulfilling career together.

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Premium access to Henry Harvin® Job portal

Exclusive access to our dedicated job portal and apply for jobs. More than 2100+ hiring partners’ including top start–ups and product companies hiring our learners. Mentored support on job search and relevant jobs for your career growth.

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Personalized Job Consulting

Share what kind of job you are looking for and we will provide you with verified job openings that match your requirement.

Related Jobs

Brooker Financial Consultants Mutual Fund Agent Share Holder Investor Customer Care Self Employed Generate other source of income

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