When it comes to diving into the world of equity investment, we all nod our heads in agreement that starting with Mutual Funds is like sipping the finest cup of investment tea for beginners. But hey, hold your horses! 🏇With a whopping 44 companies offering Mutual Funds, it's like picking the perfect slice of pizza from a mouthwatering menu🍕. So, how does one go about finding the Mutual Fund that perfectly matches their risk-taking ability? Let's unravel this mutual puzzle!🔍
What will you learn?
Right way to analyse mutual funds
What can be the ideal asset allocation?
How to create an ideal portfolio?
What parameters to consider for stock analysis?
How to review your mutual fund portfolio?
Should you consider ELSS for tax saving
Hold on tight, ladies and gentlemen, because we have a financial wizard🧝 ready to unleash his investment secrets! Brace yourselves for our guest speaker, the legendary Mr Ashish P. Sommiyaa, a powerhouse with two decades of financial mastery under his belt.
About the Expert
As the awe-inspiring CEO of WhiteOak Capital, he's about to spill the beans on how he picks the treasure of mutual funds and unveils his mind-boggling investment strategies. But that's not all! Prepare for an adrenaline-pumping discussion on the art of portfolio diversification and allocation, where we'll uncover the secrets to maximising returns and minimising risk. Get ready to have your investment game turned up to eleven!
Need answers? Find them here
There are no prerequisites for the course. However, it would be helpful if you first go through "Complete Guide on Mutual Funds" as it would help you understand basics of Stock Market.
Quick, quicker, quickest! This course falls under the sprint category and can be completed in 50 min duration.
In this course, you will understand the importance of diversifying your portfolio, how to pick right mutual funds, how to rightly allocate your money in different asset classes.
No, you do not need to install any specific software for this course. However, it is advised for a user to have an active Internet connection and an updated web browser for a seamless learning experience.
Finology provides you with an opportunity to access all its tools and courses by subscribing to Finology One. Hence, you can access this course as long as your subscription to Finology One is active.
About Finology Quest
Quest is a 101 guide for anyone who wants to learn investing. The aim of these online finance courses is to make people financially literate and to make them understand the essential financial concepts and learn company analysis, so that one can know how to create & grow their wealth in the stock market.
Why choose Quest?
Quest will make you aware about investing and the secret to growing wealth. As against popular opinion, you do not always need to earn more money to be rich. In fact, financial awareness is the key to wealth creation & Quest will help you to make this journey simpler. The courses in Quest are easy to understand and explained using close-to-reality scenarios which makes learning fun and relatable. Plus, you can access it anytime and anywhere on the go, which is a cherry on the top!
For whom the Quest is?
Quest is for anybody who wants to enjoy learning finance and investing on the go. The aim of Quest is to make people financially aware. So, if you are someone making your babysteps into the markets, look no further. From personal finance to investing, Quest is your one-stop platform for almost everything finance!
The companies discussed on this website are solely for educational purposes and should not be construed as investment advice. We may or may not hold positions in any or all of these companies. However, these aren't recommendations and hence, we held no responsibility for any consequences of investment actions based on these videos.