For queries, Call

Mutual Funds Module


In this Module we provide Mutual Funds Educational content to Investors. The core objective of this module is to increase awareness in Public about Mutual Funds Investment. Important basics of Mutual Fund is covered thoroughly in this module. This service doesn’t give any investment advice, the main purpose of the Module is education/awareness about Mutual Funds.
Mutual Funds Module also include live interaction through webinar with clients.

  • To know about basics of Mutual Funds.
  • To enhance knowledge of Mutual Funds.
  • To get yourself aware about investment in Mutual Funds.
  • To understand the different types of Mutual Funds and their structures.
  • To understand the Taxation of Mutual funds gains.
  • Understand the characteristics of Mutual Funds, associated risks and returns.
  • Understand risk management as well as the operational mechanism related to Mutual Funds.
  • Know the regulatory environment in which the Mutual Funds operates in India.
  • To know about various Terminologies of Mutual Funds.
  • We will provide hard copy as well as soft copy of the Mutual Funds Module to subscribers.
  • Live client interaction will be done through webinar.
  • All doubts about Mutual Funds investment will be cleared via interaction.
  • Client can ask whatever and whenever he/she wants to ask as many times any queries about Mutual Funds Investment.
  • All communication will be done through mail/webinar or Telephonic conversation if required
  • This module is for all those who are taking first step in investment in Mutual Funds.
  • This module is useful for those who like to know about the SIP, SWP, STP & Lumpsum of Mutual Funds.
  • This module is useful for those who like to know about the Power of Compounding in Mutual Funds.
  • It can help in enhancing knowledge about Mutual Funds Investment.
  • Education Module Only for education/knowledge purpose, in education module we don’t give any Investment advise.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Share on facebook
Share on twitter
Share on linkedin
Select Months

1 month, 2 months, 3 months, 6 months, 1 Year

Scroll to Top
Open chat