Mutual Funds and Portfolio Management

• Introduction to Mutual Fund
• Role of Asset Management Company (AMC)
• Process and Structure of Mutual Fund
• Types and categories of Mutual Fund
• Open Ended & Close Ended
• Equity vs debt vs balance mutual fund
• Investment options – SIP, SWP, STP, Lump Sum, ELSS, NFO, ETF, Etc.
• Term – NAV & Exit Load & expense ratio
• What is ETF and its benefits
• Co-Relation Between Mutual Fund and ETF
• How to Select Stocks Using Mutual Funds?
• How to Select Best Upcoming Mutual Funds Using Ems Technique
• Career in Mutual Fund

Portfolio Management

• What Is Portfolio & Portfolio Management
• Structure of portfolio as per age and risk
• Objective & importance of portfolio management
• Analysis of Various Investment Instrument & their risk and return
• Asset Allocation as Per the income, Age and Risk
• Benefit of Insurance in Portfolio Management
• Monitoring & evaluating and portfolio rebalancing
• Crafting wealth though diversification
• Sculpting a successful portfolio using eMS Techniques
• Career in portfolio management