Mutual Funds Investing and Financial Planning

Learn to define Financial Goals with help of Mutual Funds SIP & achieve financial freedom

In today’s fast-paced world, financial security isn’t a luxury – it’s a necessity. This comprehensive course is designed to empower you with the knowledge and tools to achieve your financial dreams, no matter where you’re starting from.

What you’ll learn

  • Develop jargon-free, engaging & easy to learn lectures for all learners.
  • Learners will able to understand fund types (equity, debt, hybrid) and terms (SIP, NAV).
  • Learners will able to select funds, start goal based SIPs and achieve their financial goal.
  • Learners will adopt disciplined investing habits to achieve finalcial goal.

Course Content

  • Introduction –> 2 lectures • 4min.
  • I need a Help ! –> 1 lecture • 2min.
  • First Step of Financial Planning –> 1 lecture • 3min.
  • Investment Options in India –> 1 lecture • 4min.
  • Why Financial Planning & What is inflation –> 1 lecture • 5min.
  • Mutual Funds Investing & Financial Planning –> 1 lecture • 5min.
  • How SIP works in Mutual Funds & What is the best age to start Investing ? –> 1 lecture • 4min.
  • Goal-Based Planning and Types of Mutual Funds for Every Goal –> 1 lecture • 5min.
  • Role of Diversification and How to setup the SIP –> 1 lecture • 4min.
  • Key Factors to Consider for SIP & Case Study –> 1 lecture • 8min.
  • Rebalancing a SIP –> 1 lecture • 7min.
  • Wealth Building –> 1 lecture • 2min.
  • Action Item, Free Resource & Thank You –> 2 lectures • 4min.

Mutual Funds Investing and Financial Planning

Requirements

In today’s fast-paced world, financial security isn’t a luxury – it’s a necessity. This comprehensive course is designed to empower you with the knowledge and tools to achieve your financial dreams, no matter where you’re starting from.

 

This course empowers you with essential financial literacy, transforming your money mindset.

 

You’ll discover the importance of financial planning and learn a robust framework for setting and achieving your financial goals, from big purchases to a comfortable retirement.

 

We’ll demystify the basics of mutual funds, explaining how they work and their power as an investment tool.

You’ll learn to differentiate types of mutual funds for different goals, ensuring you pick the right fit for your aspirations.

Get clear, step-by-step guidance on how to set up a SIP (Systematic Investment Plan) for consistent wealth growth.

Boost your confidence with real-life examples for smart investing, illustrating practical strategies.

 

We’ll cover the critical importance of rebalancing your portfolio and understanding crucial tax implications to maximize your returns.

 

As Additional content, you’ll receive a Free SIP Tool Kit and an Ebook for future guidance, providing ongoing support.

This course is for anyone seeking financial clarity and a path to lasting security.

 

Ready to take control of your financial future?  Enroll now and build a brighter financial future!

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