Guide to Mutual Funds
Module Units
- 1. Introduction: Mutual Funds
- 2. How Does a Mutual Fund Investment Work?
- 3. Different Types of Mutual Fund Schemes
- 4. How Can a Customer Invest in Mutual Fund
- 5. Fundamental Attributes of Mutual Fund Scheme
- 6. Types of Mutual Funds
- 7. Concept of AUM
- 8. Equity Mutual Funds
- 9. Debt Mutual Funds
- 10. Hybrid Mutual Fund
- 11. Solution-Oriented Schemes
- 12. New Fund Offer (NFO)
- 13. Offer Document
- 14. Types of Risk in Mutual Fund
- 15. Net Asset Value
- 16. How do mutual funds calculate the reserve for declaring dividends?
- 17. Expenses Charged on Mutual Funds
- 18. What is Dividend Distribution Tax & when it is Levied?
- 19. Debt Mutual Funds
- 20. What is Indexation?
- 21. Risk Return and Performance of Funds
- 22. Types of Risks in Popular Mutual Fund Schemes
- 23. Which Factors Affect the Returns in a Mutual Fund Schemes
- 24. Methods Used To Evaluate The Performance Of A Mutual Fund
- 25. Mutual Fund Structure and Constituents
- 26. Key Personnel of an Asset Management Company
- 27. What are the objectives of AMFI?
- 28. Must know Concepts and Terms
- 29. Facilities and services that the investors GetS
- 30. Mutual Fund Advisors
- 31. Types of Commission for Mutual Fund Advisors
- 32. Mutual Fund Frequently Asked Questions
- 33. What are the KYC requirements?
Mutual Fund Advisors
Mutual fund advisors are professionals who assist investors in choosing the right mutual funds. They create personalized strategies based on the investor's risk tolerance, financial goals, and investment timeline. These advisors analyze the market and select a mix of mutual fund schemes that match their client's objectives.
They stay updated on market trends and help clients with buying or selling funds when needed. Additionally, they advise on adjusting portfolios by adding, increasing, or redeeming SIPs to seize opportunities or address challenges in the market.
The source of earnings is a commission that they get from the Fund House.
How can you become one?
Becoming a mutual fund investment advisor is simple. According to the rules of the Association of Mutual Funds in India (AMFI), you need to follow these steps:
-Clear the NISM series VA Mutual Fund Distributors Certification exam.
-Obtain an ARN number.
-Once you pass the exam, apply for an ARN (AMFI Registration Number) through CAMS-KRA.
-You'll receive your AMFI number and card at your registered address shortly after passing the exam.
Roles of mutual fund advisors
Mutual fund distributors evaluate investors' needs, resources, and goals and hence fill the gap between the risk and the required reward.
Create a suitable plan for asset allocation based on this analysis, and then select mutual fund schemes that fit the investor's situation.
Suggest any change that is required in the middle of the investment journey as per the goal and changes.
Copy the URL
Leaderboard
# | Name | Score |
---|