Coming soon
Project Viva Voce
To provide practical application based learning to the students in various aspects of Mutual Funds & Equity Markets
Investor Services
• Know the process of purchase transactions, the processes of redemptions by investors, the processes relating to systematic investment plans, the processing relating to systematic withdrawals and transfers, the other investor services and facilities offered by mutual funds.
• Explain the process for Nomination and Pledge
• Know the service standards mandated for a mutual fund towards its investors
Selecting the Right Investment products for Investors
A. Analyzing needs and profile of the client
B. Identifying the ideal Mutual Fund product for investors
Helping Investors with Financial Planning-
A. Assessing the need for Financial Planning,
B. Role of different asset classes and allocation
C. Basics steps of financial planning.
Case studies based on Frauds in the financial market.
Presentation and discussion on FII and various market players
