To provide investors with the knowledge of risks and rewards of investing in mutual funds.
What will you learn?
Evolution and Regulatory Framework Governing the Mutual Funds Industry
Investing in Mutual Funds
Portfolio Management using Comparative Analysis
NAV, Pricing, Valuation, Accounting & Taxation
Measuring and Evaluating Mutual Fund Performance
Financial Planning using Mutual Funds
SIP (Systematic Investment Plan) & Developing Model Portfolio using Product Mix
Risk Management Associated with Mutual Funds
Marketing, Distribution, Sales & Investor
Services related to Mutual Funds
What do we provide?
Live Virtual Classes: 10 hours live webinar- 2 hours for 5 days.
Participation certificate from BSE Institute Ltd.
Tentative Program Start Date:
12th March 2017*
Who will teach?
Faculty Name: Mr. Shanin Thomas
Mr. Shanin is the Managing Partner at AnalyseWise Investment Advisors. Prior to Co-Founding AnalyseWise, Shanin was a part of J.P. Morgan’s Investment Banking Division in Mumbai and New York. He has been involved in more than $10.0 billion of M&A and financing activities across asset management and specialty finance space in North America. Previously, Shanin worked for a boutique investment bank and advisory firm as a part of a 4 member team which worked closely with the family office of Michael Dell helping them in generating investment ideas across sectors in the United States. Shanin loves teaching and is a visiting faculty at Bombay Stock Exchange (BSE) where he has given several talks on value investing and related subjects.
Who Should Attend?
Individual, Stock brokers, sub-brokers, investment consultants, portfolio managers, Financial Analyst and management students
Price: Rs. 3499/-
*Please note that the program start date mentioned here is tentative and subject to change which will be intimated to participants in case of any changes.