Guide to Mutual Fund Investing- Beginner’s

Unlocking Wealth: A Beginner’s Guide to Mutual Fund Investing

Introduction to Mutual Funds (30 minutes)

1. Definition and basic concept of mutual funds
2. Advantages of mutual fund investing
3. Types of mutual funds: equity, debt, hybrid, index funds, etc.

Understanding Mutual Fund Investment (30 minutes)

1. How mutual funds work: pooling of funds, professional management, diversification
2. Risks associated with mutual fund investing.
3. Factors to consider when investing in mutual funds: risk tolerance, investment goals, time horizon

Selecting Mutual Funds (30 minutes)

1. Criteria for evaluating mutual funds: performance, expense ratio, risk measures, fund manager experience.
2. Introduction to research tools and resources for fund selection

Mutual Fund Distribution Process (30 minutes)

1. Role of mutual fund distributors
2. Setting up as a mutual fund distributor: regulatory requirements, licensing process
3. KYC (Know Your Customer) process and documentation

Case Studies and Q&A (30 minutes)

1. Analysis of real-world mutual fund investment scenarios
2. Q&A session to address participant questions and concerns

Outlook

This program provides a concise yet comprehensive overview of mutual funds, covering key concepts, investment strategies, fund selection criteria, and the distribution process. It allows participants to gain a foundational understanding of mutual fund investing within a limited time-frame.