Workshops

A Beginner’s Guide to Mutual Funds (1:1)

Book a personalized, 1-on-1 session to understand the mutual fund universe.

In addition, we also help you start your first SIP.

Book now

Mutual Funds are a great way to start your investment journey. The one-on-one session gives you the in depth know-how you need to start and sustain this journey.

With mutual funds you can,

  • Invest as low as ₹500
  • Build a diversified portfolio across assets like equity, debt, gold, etc
  • Invest your earnings systematically as with a Recurring Deposit
  • Have the flexibility to withdraw any amount at any point in time
  • Get closer to achieving your financial goals

Learning Outcomes:

  • Understand what a mutual fund is and how it works
  • Know the meaning of terms that seem alien to you
  • Discover the various types of mutual funds available
  • Pick the right kinds of mutual funds for your needs and goals
  • Learn about the tax implications that apply on redemption (withdrawal)
  • Build a robust investment strategy with mutual funds
  • A follow-up session will be held within a fortnight to assist you through the practicalities of investing in mutual funds
  • A customized investment-planning spreadsheet will also be shared post the session

By the end of the session, you will have conquered any fear that you might have towards mutual funds and you will have the knowledge and confidence to make well-informed investment decisions.

Session Fee

₹ 2,500

Optional Add-on for Couples @ ₹ 750

How is the session conducted?

  • On booking, our team will get in touch with you via email to set up a date and time for the session
  • Meeting will be held via Zoom/Google Meet as per schedule
  • The follow-up session will be scheduled after the conclusion of the first session
Mutual Fund Guide for Beginners
Neha Satheesan Google Review

Neha Satheesan– Neha Satheesan, Climate Leader

Kenneth Google Review

Kenneth Abraham

– Kenneth Abraham, Event Manager

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