This course details requisites for forming Portfolios of Mutual Funds including Allocation of Funds and Optimisation.
In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market.
A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chances of getting higher returns is much superior due to the ultimate size of the Investment.
This course series – Mastering Mutual Fund Investment
– discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk
This course is the third in the series of 3 courses. This course explores the nuances of forming Portfolios of Mutual Funds. Prior to discussions on Portfolio creation, this course takes a deep dive
into evaluating individual Mutual Funds beyond the Indicators and Metrics. Piotroski’s F-Score
, Mohanram G-Score
is explained in the course and how to apply the same is also discussed. After formation of diversified Portfolio, this course discusses how to allocate Funds
into the Portfolio and how to Optimise
the Fund Allocation.There is bit of mathematics discussed in this part.
I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well.
Who this course is for:
- Beginners to Investing and Mutual Fund Investing
- Advanced Investors
- People Managing Personal Finance
- No prerequisite for Investing knowledge
- Working Knowledge of Excel is essential
- Some knowledge of Basic Statistics is desirable
- Knowledge of Operations Research could be advantageous
- Having completed “Mastering Mutual Fund Investment – Part 1 and Part 2” will be an advantage
Last updated: 9/2019
| Size: 2.1 GB
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