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Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
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Invest in MF
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Schemes Selector
Schemes Comparison
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Become Our Partner
Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
Our Products
Investor Education
Blogs
Guidance
How to Use Mutual Globe
Investor Awareness Course
Invest in MF
Research
Best Funds
Investment X-Ray
Schemes Selector
Schemes Comparison
Partner
Become Our Partner
Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
Our Products
Investor Education
Blogs
Guidance
How to Use Mutual Globe
Investor Awareness Course
Menu
Invest in MF
Research
Best Funds
Investment X-Ray
Schemes Selector
Schemes Comparison
Partner
Become Our Partner
Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
Our Products
Investor Education
Blogs
Guidance
How to Use Mutual Globe
Investor Awareness Course
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Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
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Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
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Restricted content
Course for NISM Exam for Mutual Fund Distributors
Advanced Course To Set Up Mutual Fund Distribution Business
Login/ Register
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Advanced Course To Set Up Mutual Fund Distribution Business
Interaction with Investor and FAQ
Capital Gains & Taxation
Concepts & Fundamentals of Mutual Fund
Constituents of a Mutual Fund
Cut Off Timings for NAV applicability
Distributors & Commissions
Expenses & Loads
Financial Planning
General
Measurement of Returns & Risk
Mutual Fund Ratings & Rankings
Offer Document & NFO
Regulatory Environment
Services to Investor & Complaint Redressal
Systematic Investment Plan
Who Can Invest & How to Invest
Financial Planning
Section 1- Introduction
Section 2- What is financial Planning?
Section 3- Financial Goal
Section 4 (A)- Goal planning and calculation Process
Section 4(B)- Detailed Calculation of required investment to attain the defined financial Goal
Section 5 – Retirement Planning Calculation process
Section 6 – Why professional financial planners are needed
Section 7 – Multiple Choice Questions
Punching Off Transactions
Section 1 – Tutorial
Section 2 – NAV Applicability rules with Cut off time at a glance
Section 3 – Exercises
Section 4 – Twisted Scenarios
Punching – MCQ
Taxation with reference to Mutual Funds
Terminology Explained
A. Taxation of Mutual Funds/MF Investors
B. Securities Transaction Tax (STT)
C. Dividend Distribution Tax (DDT)
D. Tax on Capital Gains
E. What is Indexation
F. Tax Deducted at Source (TDS) on Redemption of Equity Schemes
G. Tax Deducted at Source (TDS) on Redemption of other than Equity Schemes
H. TDS TABLE
I. SET OFF OF CAPITAL GAINS/LOSSES
J. CHOOSING BETWEEN DIVIDEND AND GROWTH OPTION OF RETURNS OF SCHEME
K. TABLE OF TAX APPLICABLE AS PER NEW REGIME OF LOWER TAXES
TAX PLANNING TIPS
EXERCISES AND QUESTIONS ON MUTUAL FUND TAXATION (CAPITAL GAINS, STT AND DDT & TDS)
Taxation- MCQ
Systematic Investment Plan
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