Training dates - February 24-25, 2020

Training location - Mumbai

Training fees - ₹ 30,000 + applicable taxes

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