2019

Dec 20 Mumbai

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

7

Days remaining

Training dates - December 20 & 21, 2019

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