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Product
Mutual Fund
Debt Markets
Equity Markets
Macro-Economic Indicators impacting Debt and Equity Markets
Basics of Derivatives
History of Equity Markets Events in India
History of Fixed Income Markets in India
Professorโs Library of Financial Jargons
Process - Personal Financial Planning
Financial Planning approach to Mutual Fund Investing
Asset Allocation Strategies during various Life Cycle Stages
Creating wealth through Systematic Investment Plans Markets
Creating income through Systematic Withdrawal Plan
Understanding the benefit of using Systematic Transfer Plan
Understanding Tax Treatment for Mutual Fund Products
Understanding Risks & Returns of equity and debt markets.
Behavioural Finance
Technical and Behavioural
Understanding Excel Functions
Cross Selling Methodologies
Sales Effectiveness
Communication Skills
Psychographic and Demographic
Savings & Investment Habits for Children (Age 12 to 17)
Wealth Creation for Young Adults (Age 18 to 25 or Millenials)
Creating Financial Freedom for Women
Creating Financial Freedom for Working Women
Retirement Planning for building retirement corpus
Retirement Planning for post-retirement needs of retirees (Lumpsum + SWP)
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Our Funds
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