NISM Mutual Funds have created a new space in financial asset class. No doubt it was available to investors for long back. But recent public awareness campaign of ‘Mutual Fund sahi hai’ has taken retail investors to give a thought about this investment avenue.

June 2019 witnessed 61st consecutive month8 witnessing rise in number of folios. AUM (Assets Under Management) have grown 4 fold from 2009 to 2019*. Total AUM in Mutual Fund Industry is Rs.24.25 trillion* (Rs24,25,000 crores) as on 30th June 2019. These facts prove in itself that NISM Mutual Fund has become an important financial asset which a financial advisor or an investor cannot ignore.


  1. To make able an individual to appear for NISM Mutual Fund series
  2. Mutual Fund Analysis within the category
  3. Mutual fund investment strategies for Financial planning

Course Content

  • Concept and Role of a Mutual Fund
  • Fund Structure and Constituents
  • Mutual Fund Products
  • Risk Return Performance and Scheme evaluation of Mutual Funds
  • Investment and Risk Management
  • Valuation of Schemes
  • Asset Classes
  • Investor Services
  • Cases in Financial Planning
  • Helping Investors with Financial Planning
  • Recommending Model Portfolios and Financial Plans
  • Ethics and Investor Protection
  • Offer Document
  • Accounting
  • Fund Distribution, Sales Practice and Channel Management Practices
  • Mutual Fund Taxation
  • Legal and Regulatory Environment


On successful completion of the course the candidate should:

  • Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features
  • Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market.
  • Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.
  • Get acquainted with financial planning as an approach to investing in mutual funds, as an aid for Mutual Fund distributors to develop long term relationships with their clients.

Education has lost its value systems with commercialization of objectives. True Guru’s and Gurkul’s are rarely visible. With an objective to restore and revive the ‘Gurukul Value System’, we at ‘Finance Gurukul’, have tried to bring experts who have an objective to give back their expertise and knowledge to those who want to make this world a better place for all.

Contact Us

Finance Gurukul
N-104, 2B, 2ND Floor, Kirti Nagar
New Delhi 110015 India
Phone No. 011-45872129

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