Hindi : Mutual Investing in India 101

This course, designed by Tankrich is a detailed roadmap for individual investors looking to master mutual funds in India. It combines foundational knowledge, practical strategies, and actionable tools to help learners make informed investment decisions. The course is structured into 13 modules, including deep-dive sections (9A and 9B), ensuring a thorough understanding of mutual funds from both a theoretical and hands-on perspective

The course is structured under 13 chapters and sub chapters as follows

• The Good and Bad of Mutual Funds (Chapter 1): Learn the pros and cons of mutual funds to make informed choices. Perfect for beginners who need clarity on whether mutual funds suit their financial goals.
• Industry Structure (Chapter 2): Understand the mutual fund ecosystem and how it operates in India, empowering you to navigate the industry confidently.
• Your Role as an Investor (Chapter3): Discover where you fit in the mutual fund value chain and how to maximize your position as an individual investor.
• Realistic Expectations (Chapter 4): Set achievable goals by understanding what returns you can expect from mutual funds, avoiding common pitfalls.
• Evolution of Mutual Funds in India (Chapter 5): Gain historical context to appreciate the growth and potential of mutual funds in the Indian market.
• Direct vs. Regular Plans (Chapter 6): Learn the differences between direct and regular mutual fund plans to optimize your investment costs.
• Mutual Fund Categories (Chapter 7): Explore the main types of mutual funds to align your investments with your risk profile and goals.
• Historical Wealth Creation (Chapter 8): Analyze how mutual funds have historically created wealth in India, providing a data-driven perspective on their potential.

• Practical Decision-Making (Chapter 9 & Sub-Modules 9A, 9B):
  • DIY or Delegate? (Chapter 9): Decide whether to manage your investments yourself or rely on a distributor, with actionable advice for both approaches.
  • Deep Dive into Distributors (Module 9A):
    • Understand the fees associated with advice and distribution.
    • Evaluate the good and bad practices of mutual fund distributors.
    • Learn how to assess the reliability and value of your advisor or distributor.
  • Advanced Strategies (Module 9B):
    • Align your investment goals using a goal-oriented approach.
    • Determine the right number of schemes for your portfolio—avoid over-diversification.
    • Explore lumpsum vs. SIP (Systematic Investment Plan) strategies and what works best for you.
    • Compare wealth-building vs. wealth-maximizing strategies to suit your financial objectives.
    • Learn how to judge your investment performance accurately.
    • Understand key exit strategies to secure your gains or minimize losses.
    • Access tools and templates to track your investment journey effectively.
• Tools & Techniques for Success (Chapter 10-12):
  • Best Tools for Mutual Fund Progress (Chapter 10): Discover the most effective tools and techniques to monitor and grow your mutual fund investments.
  • Timing Your Investments (Chapter11): Learn whether timing the market is a viable strategy and how to approach it wisely.
  • Avoid over diversification (Chapter 12): Master the art of selecting the right mutual fund schemes tailored to your financial needs.
• Wrap-Up (Chapter13):
  • FAQs & Conclusion: Address common questions and wrap up with key takeaways to ensure you’re ready to invest confidently.