Building your first mutual fund portfolio may feel overwhelming at times. There is excessive data everywhere – returns, rankings, expert opinions and more. It often feels like you need to understand everything before you begin. This is not always the case. What you need is clarity, consistency and a framework Mutual Fund Structure A mutual […]
SEBI – Investor Education https://investor.sebi.gov.in
AMFI – “Introduction to Mutual Funds” https://www.amfiindia.com/investor
Moneykraft – https://www.moneykraft.com
NISM VA Workbook- https://api.nism.ac.in/cmp
Level 1 – Foundations of Investing
📘 Build your base in finance: Fundamentals of financial concepts, markets, mutual fund categories & processes, wealth creation, and specialized investments (SIF, AIF, PMS).
Level 2 – Strategic Applications
💡 Move from knowledge to strategy: Covers asset allocation, product positioning, MFD opportunities, regulations, and advanced fund structures (Hybrid, ETFs, Index).
Level 3 & 4 – Advanced Expertise
🎯 Sharpen your edge in wealth management: Zonal rounds & Grand Finale with rapid-fire rounds, and scenario-based analysis testing strategic thinking across all topics.
