From Confused Investor to Confident Investor. Learn the art & science of smart mutual fund investing with Industry Experts.
10th October 2026- Mode: Online
- Registration Fee: ₹ 5999 ₹999 only
Stop guessing. Start knowing.
The Confused Investor (Before)
- Overwhelmed by mutual fund choices and market jargon
- Unsure whether to pick SIP or Lumpsum
- Unclear on risk tolerance and goal planning
- Guesses which funds to buy
The Confident Investor (After)
- Understands NAV, AUM, expense ratios, and direct vs. regular plans
- Uses Step-up SIP, STP, SWP, and rupee-cost averaging strategically
- Constructs a custom portfolio aligned with time horizon and risk appetite
- Evaluates factsheets using metrics like Alpha, Beta, Sharpe ratio, and XIRR
One Clear Path
to Wealth Creation
in 3 Hours
Start with the foundations, then turn knowledge into a personal plan you can actually follow.
Module 1: The Wealth Creation Mindset (30 mins)
+Saving vs. investing, inflation, time value of money, and compounding
Why bank FDs fall short for long-term goals
Risk vs. return dynamics and goal setting
Module 2: Investment Universe 101 (30 mins)
+Stocks, bonds, real estate, gold, FDs, PPF, NPS, and ETFs
Risk-return spectrum and mutual funds' role in your portfolio
Module 3: Mutual Funds Demystified (30 mins)
+Mechanics: AMC, Trustees, SEBI, AMFI, NAV, AUM, and Expense Ratios
Direct vs. Regular plans
Categories explained: Equity, Debt, Hybrid, Index, ELSS, Flexi-cap, Multi-asset, and International funds
Module 4: Goal-Based Selection & Factsheets (30 mins)
+KYC setup, emergency funds, and risk profile mapping
Decoding factsheets: Benchmarks, portfolio composition, Riskometer, Alpha, Beta, and Sharpe Ratio
Module 5: Strategies, Taxation & Portfolio Blueprint (30 mins)
+SIP vs. Lumpsum, Rupee-cost averaging, and market correction tactics
Capital gains taxation (STCG/LTCG for Equity vs. Debt) and post-tax XIRR
Constructing a goal-based wealth creation plan
Live Q&A Session (30 mins)
+Interactive "Ask Anything" segment covering fund choices, goals, and risk
Bonus For Registered Participants
DOWNLOADABLE WORKSHEETS
Access to digital templates for "Know Yourself as an Investor" and "Build Your Wealth Map"
Live Expert Interaction
30-minute live Q&A sessions with Industry Experts.
Good questions
make better investors.
The workshop is a 2-day live exclusive event taking place on 10th October 2026. Detailed session timings, zoom access links, and daily schedules will be emailed to your registered address immediately after checkout.
Absolutely. We have designed it specifically for absolute beginners. Our objective is to take you from asking "What is a mutual fund?" to understanding how funds work and making intelligent investments.
Yes! It focuses on advanced topics like fund evaluation metrics, core-and-satellite portfolio building, step-up SIPs, SWP/STP strategies, capital gains taxation, and rebalancing techniques to optimise your returns.
The registration fee is Rs 999 per session (Early Bird offer). Please note that applicable GST and standard payment convenience fees will be calculated transparently at checkout.
No. This workshop is strictly educational. We teach you the art and science of smart fund selection and portfolio construction so that you become a self-reliant, confident investor capable of making your own decisions.
You can reach our dedicated support team anytime via email at [email protected].
