Learn About Mutual Funds
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.
Foundation Track — Available Now
Retail investors building wealth through SIPs and goal-based investing.
Advanced Track — Available Now
NISM Series V-A candidates, sub-broker onboarding, ARN/EUIN aspirants.
Curriculum
12 modules · 100 sections · 370 MCQs · 479 FAQs
Foundation(3)
Start here. Investor-friendly conceptual grounding.
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.
Deep Dive(7)
Mechanics, strategy, taxation — for engaged investors and trainee distributors.
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.
Advanced(2)
Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.
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.