2018

Nov 28 Mumbai

Debt Mutual Fund Investments – Imperatives for fund selection and monitoring

15

Days remaining

Training dates - November 28 & 29, 2018

Training location - Mumbai

Training fees - ₹25,000 + applicable taxes

 

Summary

 

Programme Objectives

 

  • Understand basic economic indicators, key fixed income concepts, instrument types 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

The programme will benefit

 

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