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Wealth Building Certification LIFETIME ACCESS
Strategic Mutual Funds Wealth Building
11 Expert Lessons • Practical Strategies

Strategic Mutual Funds Wealth Building

Master systematic wealth creation through mutual funds. Learn to build, manage, and grow your investment portfolio with proven strategies for long-term financial success.

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1h 30m
Video Content
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Successful Investors
11
Expert Lessons
Special Launch Offer
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Limited time discount available

Mutual Funds Wealth Builder Certification

Earn a verified certificate to showcase your investment expertise to employers and clients.

Tax-Smart Investing
Portfolio Strategies
Risk Management
Lifetime Access

About This Program

The Strategic Mutual Funds Wealth Building program is designed for Indians who want to achieve financial freedom through systematic investment in mutual funds.

🎯 Program Highlights:
• Learn to create a personalized investment blueprint
• Master tax-efficient investment strategies (ELSS, SWP, STP)
• Understand how to select winning mutual fund schemes
• Build a diversified portfolio for long-term wealth
RS

Rahul Sharma, CFA

15+ years in wealth management. Helped 5,000+ clients build crorepati portfolios through mutual funds.

"This course transformed my approach to investing. I started with ₹5,000/month SIP and now have a portfolio worth ₹18 lakhs in just 5 years. The tax-saving strategies alone saved me ₹2.3 lakhs!"
— Priya N., Software Engineer & Course Graduate

💡 Perfect For: Salaried professionals, business owners, homemakers, and anyone looking to build wealth systematically with mutual funds.

What You'll Master

  • Fundamental concepts of Asset Management Companies (AMCs)
  • Different types of mutual funds (Equity, Debt, Hybrid, Sectoral)
  • Understanding Government Bonds and debt instruments
  • Closed-ended vs. Open-ended funds explained
  • How to read and understand SEBI offer documents
  • Active vs. Passive investment approaches
  • Taxation rules for mutual funds and tax-saving strategies
  • How to choose the right mutual fund scheme for your goals
  • Large Cap funds analysis and selection criteria
  • Step-by-step process to start your mutual fund investment

Course Curriculum

1

Learn About Asset Management Fund

Understanding AMCs, fund houses, and their role in mutual funds

2

Mutual Funds and Its Types Fully Explained

Equity, Debt, Hybrid, Solution-oriented, and Sectoral funds

3

Understanding Government Bonds

G-Secs, State Development Loans, and their role in debt funds

4

Closed Ended and Open Ended Fund Decoded

Key differences, advantages, and when to choose each type

5

Learn About SEBI Offer Documents

SID, SAI, KIM - How to read and analyze fund documents

6

Explore The Type of Basic Investment Approaches

Active vs. Passive investing, Growth vs. Value investing

7

Grasp Knowledge About Taxation and Tax Slabs

LTCG, STCG, dividend taxation, and tax-efficient investing

8

Learn to Choose Right Mutual Fund Scheme

5-step framework for selecting winning mutual funds

9

Large Cap Mutual Funds Decoded

Analyzing large-cap funds, top performers, and selection criteria

10

Step Wise Process of Mutual Funds Investment

Complete A to Z guide from KYC to first investment

Requirements & Prerequisites

Smartphone or computer with internet access
Willingness to invest (even small amounts work)
Basic understanding of savings vs. investing
1-2 hours per week for learning and implementation

Frequently Asked Questions

Is this course suitable for complete beginners?
Absolutely! We start from the very basics and progressively build your knowledge. No prior investment experience is needed.
How much money do I need to start investing?
You can start with as little as ₹500 per month through SIP. We'll show you how to begin small and scale up as your confidence grows.
Is the course content in Hindi?
Yes, all lessons are taught in clear, easy-to-understand Hindi with English subtitles available.
Will I learn about tax-saving mutual funds (ELSS)?
Yes! We have dedicated modules on ELSS funds and how to use them effectively in your tax planning under Section 80C.
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