Investing in Fixed Income Mutual Funds - What you need to know

Registration for this programme has been closed, pls download the brochure for future session.

 

Summary

 

Programme Objectives

 

  • Understand basic economic indicators, key fixed income concepts and portfolio strategies
  • Parameters to consider for Fund selection
  • Identify and monitor risks in fixed Income portfolio
  • Framework for defining an Investment policy statement
  • Taxation in mutual fund investments
  • Understand the processes followed by AMCs
  • Perform due diligence on AMCs - selection / monitoring

Who should attend this programme

 

  • Treasury - investing surplus in Fixed Income MFs
  • Proprietors / Partners / Directors of SMEs
  • Family Office personnel for large investors

Training dates - February 24-25, 2020

Training location - Mumbai

Training fees - ₹ 30,000 + applicable taxes