Mutual Funds Investing And Financial Planning

Learn to define Financial Goals with help of Mutual Funds SIP to achieve financial Freedom

What you'll learn

Develop jargon-free, engaging & easy to learn lectures for all learners

Learners will able to understand fund types (equity, debt, hybrid) and terms (SIP, NAV)

Learners will able to select funds, start goal based SIPs and achieve their financial goal

Learners will adopt disciplined investing habits to achieve finalcial goal

Requirements

Learners should have a general awareness of managing money (e.g., budgeting or saving), but no formal financial education is necessary

A device (phone, tablet, or computer) with internet access

Willingness to Learn and Take Action

PAN card and bank account to start investing (we’ll guide you!)

No Prior Investing Knowledge Required

Description

In today's fast-paced world, financial security isn't a luxury – it's a necessity. This comprehensive course is designed to empower you with the knowledge and tools to achieve your financial dreams, no matter where you're starting from.This course empowers you with essential financial literacy, transforming your money mindset. You'll discover the importance of financial planning and learn a robust framework for setting and achieving your financial goals, from big purchases to a comfortable retirement.We'll demystify the basics of mutual funds, explaining how they work and their power as an investment tool. You'll learn to differentiate types of mutual funds for different goals, ensuring you pick the right fit for your aspirations. Get clear, step-by-step guidance on how to set up a SIP (Systematic Investment Plan) for consistent wealth growth.Boost your confidence with real-life examples for smart investing, illustrating practical strategies. We'll cover the critical importance of rebalancing your portfolio and understanding crucial tax implications to maximize your returns.As Additional content, you'll receive a Free SIP Tool Kit and an Ebook for future guidance, providing ongoing support. This course is for anyone seeking financial clarity and a path to lasting security. Ready to take control of your financial future?  Enroll now and build a brighter financial future!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Know Your Mentor

Section 2: I need a Help !

Lecture 3 Feedback for Improvement

Section 3: First Step of Financial Planning

Lecture 4 First Steps of Financial Planning

Section 4: Investment Options in India

Lecture 5 Investment options in India

Section 5: Why Financial Planning & What is inflation

Lecture 6 Why Financial Planning & Role of inflation

Section 6: Mutual Funds Investing & Financial Planning

Lecture 7 Mutual Funds Investing & Financial Planning

Section 7: How SIP works in Mutual Funds & What is the best age to start Investing ?

Lecture 8 How SIP works in Mutual Funds & Why 20-40 is best age

Section 8: Goal-Based Planning and Types of Mutual Funds for Every Goal

Lecture 9 Goal Based Financial Planning with different types of Mutual Funds

Section 9: Role of Diversification and How to setup the SIP

Lecture 10 Role of Diversification and How to start investing in Mutual fund

Section 10: Key Factors to Consider for SIP & Case Study

Lecture 11 Key Factors to Consider for SIP & Case Study

Section 11: Rebalancing a SIP

Lecture 12 Rebalancing a SIP

Section 12: Wealth Building

Lecture 13 Wealth Building

Section 13: Action Item, Free Resource & Thank You

Lecture 14 Action Item, Free Resource & Thank You Note

Lecture 15 Book Summary

Beginners curious about mutual funds and financial planning in India,Young working professionals, business man, homemakers, students, or retirees seeking financial confidence,Anyone dreaming of funding life goals (wedding, education, retirement) with no prior investing experience