Fin Pathshala – Mutual Fund Distributor
This program is designed to help you become a qualified and confident Mutual Fund Distributor with complete knowledge of mutual fund products, the distribution process, and client advisory ethics. You’ll learn how to analyze mutual fund schemes, plan SIPs, understand risk profiling, and build client portfolios effectively. By the end of this course, you’ll be ready to apply for the NISM VA Mutual Fund Distributor Exam and begin your professional journey in the mutual fund industry.
Hindi • Live + Recorded
15 Days Theory + 15 Days Practical Case Studies
3 Months Access
Monthly Evaluation
What You Will Learn
- Understand the complete structure of the Indian Mutual Fund Industry.
- Learn about AMCs, Fund Managers, NAV, and AUM concepts.
- Study different types of mutual funds – Equity, Debt, Hybrid, and ELSS.
- Create client-focused investment plans using SIP, SWP, and STP.
Highlights
- Live + Recorded + Monthly Doubt Sessions
- Monthly Evaluation: Practical & Knowledge Tests
- Zoom / Google Meet
- NISM Exam Preparation
Key Points (Detailed)
- Understand the complete structure of the Indian Mutual Fund Industry.
- Learn about AMCs, Fund Managers, NAV, and AUM concepts.
- Study types of mutual funds – Equity, Debt, Hybrid, and ELSS.
- Learn SIP, SWP, STP, and create client-focused investment plans.
- Understand expense ratio, loads, taxation, and fund selection criteria.
- Master risk profiling & asset allocation for various investor categories.
- Get full preparation for the NISM Series V-A Mutual Fund Distributor Exam.
- Learn investor onboarding, KYC & regulatory compliance process.
- Develop communication & advisory skills for long-term client relationships.
- Build a strong career as an Independent Mutual Fund Distributor.
Course Overview
- Language: Hindi
- Live Training: 15 Days Theory + 15 Days Practical Case Studies
- Total Access: 3 Months
- Trainers: Mr. Satish Kumar & Ms. Aashiyana Ali
- Medium: Zoom / Google Meet
- Format: Live + Recorded + Monthly Doubt Sessions
- Monthly Evaluation: Practical & Knowledge-based Tests
- Pricing: ₹15,000 → ₹7,999 (Limited-Time Offer)