Learn SIP Investing Like a Pro
A structured, academy-style learning system covering everything from SIP fundamentals to advanced strategies. Definitions, real-life examples, formulas, quizzes, and more.
The Trustner Learn Academy
Seven Wealth-Management Tracks
Trustner covers the complete Indian investment-product spectrum — from mutual funds to AIFs, GIFT IFSC, and insurance — with regulator-aligned, investor-focused content written from a third-person authoritative perspective.
Mutual Funds
MF
India's most accessible wealth-building vehicle. SEBI-regulated, AMFI-supervised pooled investments suited for SIPs from ₹500/month to disciplined goal funding over decades.
Specialized Investment Funds
SIF
A new SEBI category bridging mutual funds and PMS. SIFs allow long-short strategies and limited derivatives use, with a ₹10 lakh minimum — designed for upper-mass-affluent investors seeking sophisticated strategies without the ₹50 lakh PMS threshold.
Portfolio Management Services
PMS
Tailored portfolios held in the investor's own demat account, managed by a SEBI-registered Portfolio Manager. Suited for HNIs with ₹50 lakh+ ticket sizes who want concentrated, conviction-led equity exposure with full transparency on holdings.
Alternative Investment Funds
AIF
Privately pooled vehicles for sophisticated investors — venture capital, private equity, real estate, hedge-style long-short, structured credit. SEBI regulates three categories with a ₹1 crore minimum. AIFs unlock asset classes and strategies unavailable to mutual fund investors.
GIFT City (IFSC)
GIFT IFSC
India's International Financial Services Centre at Gandhinagar — a separate jurisdiction regulated by IFSCA. Resident Indians can invest USD-denominated funds via the LRS route, accessing global equities, fixed income, insurance, and AIFs with material tax advantages over standard offshore structures.
International Funds
Intl Funds
Indian mutual fund schemes that invest in global equities — US tech, Nasdaq 100, China, Japan, emerging markets. Accessed in INR through your existing folio, no LRS friction. Tax treatment was reset in FY24; understanding the new rules is critical before allocating.
Insurance
Insurance
Term, health, critical illness, ULIP, endowment, and money-back policies. The first financial product most Indian families buy — and the one most often mis-sold. Honest education on what to buy, what to avoid, and how to separate protection from investment.
Foundation tracks are written for investor education. Advanced certification-grade tracks (NISM / APMI / IRDAI exam-style) coming soon for sub-broker onboarding.
All Modules — Mutual Funds Curriculum
The flagship 12-module Mutual Funds curriculum. Each module is designed as a complete learning unit with structured topics, real-world examples, interactive quizzes, and summary notes. Browse other tracks (SIF, PMS, AIF, GIFT, International, Insurance) above.
Investment Landscape
Understand why people invest, different asset classes, types of risk, and how to build a solid financial foundation. The starting point for every mutual fund distributor.
What is a Mutual Fund?
Understand the concept, structure, and role of mutual funds in India. Learn how they work, their advantages, and how they compare to other investments — the foundation every distributor must know.
SIP Mastery
The complete guide to Systematic Investment Plans — from basics to advanced strategies. Master SIP types, taxation, goal planning, and convince any client with confidence.
Types of Mutual Fund Schemes
Master the complete SEBI categorization of mutual fund schemes — equity, debt, hybrid, and passive funds. Understand the current 36-category framework and the upcoming 40-category expansion effective April 2026. Essential for recommending the right fund to every client.
Fund Structure & Key Players
Understand the three-tier mutual fund structure in India — Sponsor, Trustee, and AMC — plus the roles of custodian, RTA, SEBI, and AMFI. Essential NISM exam knowledge.
Legal & Regulatory Framework
Master the SEBI (Mutual Funds) Regulations 2026 (replacing the 1996 framework from April 1, 2026), offer documents (SID, SAI, KIM), investor rights, and advertisement guidelines. Highest weightage topic in the NISM VA exam.
NAV, Expenses & Pricing
Learn how NAV is calculated, understand Total Expense Ratio (TER) and the new BER framework under SEBI 2026 regulations, exit loads, cut-off timings, and pricing mechanisms. Key numerical concepts for the NISM VA exam.
Taxation of Mutual Funds
Understand the complete tax treatment of mutual fund investments — STCG, LTCG, dividend taxation, stamp duty, TDS rules, and Section 80C benefits. Practical tax knowledge every distributor must have.
Fund Distribution & Your Role
Understand who a mutual fund distributor is, how to get registered, commission structures, regulatory requirements, and the code of conduct. A complete career roadmap for MF distributors.
Investor Services & Transactions
Master NFO processes, KYC requirements, transaction types, cut-off timings, account statements, and investor grievance mechanisms. The highest-weightage operational topic in NISM VA.
Risk, Return & Performance
Learn to measure returns (CAGR, XIRR, rolling), understand risk metrics (Sharpe ratio, beta, standard deviation), and read mutual fund factsheets like a pro. Essential for comparing funds.
Scheme Selection & Financial Planning
Learn how to select the right mutual fund scheme for every client, build model portfolios, conduct reviews, and avoid common mistakes. The capstone module combining all prior knowledge.
How Our Learning System Works
Every topic follows a proven pedagogical structure designed for maximum retention and understanding.
Clear Definitions
Every topic starts with a precise, jargon-free definition followed by a simple explanation anyone can understand.
Real-Life Examples
See how concepts apply in everyday Indian financial scenarios with relatable stories and calculations.
Key Points & Formulas
Important takeaways, formulas, and numerical examples are highlighted for quick revision and deep understanding.
Quiz & Assessment
Test your knowledge with MCQ quizzes after every topic. Get instant feedback with detailed explanations.
What You Get in Each Topic
Ready to Begin Your Learning Journey?
Start from the very basics and progress to advanced SIP strategies at your own pace. Every topic is free, forever.
Start with Investment Landscape