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.
Know Your Client — Risk Profiling in Practice
Know Your Client (KYC) in the context of mutual fund distribution extends far beyond identity verification — it encompasses a thorough understanding o...
Matching Schemes to Investor Needs
Matching schemes to investor needs is the process of mapping an investor's risk profile, financial goals, time horizon, liquidity requirements, and ta...
Scheme Selection — Performance, Consistency, Fund Manager
Scheme selection criteria are the quantitative and qualitative parameters used to evaluate and compare mutual fund schemes within a category to identi...
Comparing AMCs — AUM, Track Record, Expense Ratio
An Asset Management Company (AMC) is a SEBI-registered company that manages mutual fund schemes on behalf of investors. Comparing AMCs involves evalua...
Building Model Portfolios — Conservative, Moderate, Aggressive
A model portfolio is a pre-defined asset allocation template that specifies the percentage distribution across equity, debt, gold/alternatives, and li...
Financial Planning Approach — Goals, Time Horizon, Review
Financial planning is the systematic process of defining an individual's or family's financial goals, assessing their current financial position, calc...
Rebalancing & Portfolio Review — When & How
Portfolio rebalancing is the process of realigning the portfolio's asset allocation back to the target allocation when market movements cause it to dr...
Common Mistakes in Scheme Selection — Distributor Pitfalls
Common mistakes in scheme selection are recurring errors made by mutual fund distributors and investors that lead to suboptimal portfolio outcomes, cl...
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