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: ₹ 999 ₹199 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: Wealth Creation Mindset & Core Financial Concepts (30 mins)
+- Fundamental Principles: Difference between saving and investing, inflation impact, time value of money, and the power of compounding.
- Risk vs. Return Dynamics: Balancing risk appetites with long-term wealth creation goals.
Module 2: Investment Options Universe (30 mins)
+- Asset Class Breakdown: Broad coverage of Land/Real Estate, Fixed Deposits (FDs), Gold, Direct Equity, and Mutual Funds/PMS.
- Pros and Cons: Analysis of liquidity, risk, returns, entry barrier, and management effort for each option.
- Taxation Impact & Real-World Examples: Pre-tax vs. post-tax returns, tax slabs, capital gains, and concrete numerical examples highlighting net wealth accumulation.
Module 3: Mutual Funds Deep Dive (30 mins)
+- Regulatory Framework & Ecosystem: Role of SEBI, AMFI, AMCs, Trustees, NAV calculation, AUM, and Expense Ratios.
- Fund Classifications: Detailed breakdown of Equity, Debt, Hybrid, Index, ELSS, Flexi-Cap, Multi-Asset, and International funds. Direct vs. Regular plans.
- Selection Framework (How & Why): Step-by-step criteria on how to evaluate funds (Riskometer, Benchmark tracking) and why specific funds fit specific risk profiles.
Module 4: Goal Planning & Bucket Strategy (30 mins)
+- Bucket Strategy Framework: Structuring short-term (liquidity), medium-term (stability), and long-term (growth) financial buckets.
- Dream Home Planning Case Study: Step-by-step example on planning for a home purchase—down payment accumulation, home loan leverage, EMI management, and post-tax cost of borrowing.
Module 5: Portfolio Creation (30 mins)
+- Investment Execution: SIP vs. lump-sum strategies, rupee-cost averaging, and tactical rebalancing during market corrections.
- Mutual Fund Taxation: Current STCG and LTCG rules across equity and debt categories, tax-efficient withdrawals, and tracking post-tax XIRR.
Live Interactive Q&A (30 mins)
+- Open segment for live Q/A - fund selections, portfolio reviews, and goal-mapping queries.
Industry Expert
Sharad Tandon
Experience - 30+ Years
Industry Expertise - Asset Management, Private Banking, Wealth Advisory, and Financial Technology, Led large-scale BFSI technology initiatives, including the creation of India’s only live blockchain-based Debenture Issuance Platform for NSDL
Pioneering Mutual Fund Leadership -
- L&T Mutual Fund: Head of Sales & Products (post-takeover of DBS Chola MF), initiating PMS operations and introducing Equity-Linked Notes (ELNs) and thematic sector portfolios.
- JM Mutual Fund: Post-2008 financial recovery, led the PMS setup launching ELNs and mezzanine debt structures via MNC Singapore desks.
- Principal Mutual Fund: Regional Head for Rest of Maharashtra (ROM) & Goa, building early-stage BD and channel distribution strategies.
- Kothari Pioneer MF (now Franklin Templeton): Regional Head for UP & Uttarakhand at India's first private sector mutual fund.
Private & Priority Banking Leadership -
- Standard Chartered Bank: Led Priority Banking across the Western region, catering to UHNI, promoter, and private wealth clients.
- ICICI Bank: Regional Head (SMEG Private Banking, Mumbai); co-designed the innovative Trade Roaming Current Account (TRCA) for forex-driven businesses.
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 3-hour 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].
