Mutual Fund Workshop for Beginners

  • 2016-08-20 2:00 PM - 5:00 PM Bengaluru, Karnataka, India Corporate Training / Workshop

About the event

Right Mutual Fund Higher Returns

About Moneyshiksha

Moneyshiksha is platform floated by like-minded finance professionals for imparting financial education. At retail level Moneyshiksha is involved in educating individual investors on finance, investing and wealth creation. At corporate level Moneyshiksha imparts training on advance concepts in area of finance. Moneyshiksha facilitates greater understanding of finance, investing, investments and financial markets

Take Control of Your Own Financial Destiny

Moneyshiksha has conducted many seminars/workshops about how to invest in stock markets and financial planning. Our motto line is “Empowering the individual investor”

Course objectives

Today there are so many of mutual funds that it difficult to choose right fund for investment. Investors are losing their wealth due to bad investment choices. This program for investors is a small step to address this problem and help choose the right mutual fund for investments.

This program will teach the basics of mutual funds to help you to understand how they work. This program will talk about selecting right funds for you based on your risk profile.

For whom

  • Students who are just starting their careers
  • Non-finance Individuals, those who believe in self help
  • Relationship Manager, Dealers & Investment Advisors who wanted to sharpen their advisory skills
  • HNI, thus they could evaluate their portfolios independently, w/o being biased.
  • Home -makers who want to regroup their learning curve and become self-reliant investment decision makers or any person who wants to learn and invest for long term.
  • Prior knowledge of accounting or finance NOT required.

Skills you will acquire from the course

  • Gain in-depth knowledge about how mutual funds work
  • Understand important factors that should be considered while selecting mutual fund for investments.
  • Attain important skills for future investment decision making on mutual funds

Topics covered in the course

  • Basics of investing in mutual funds
  • Equity market mutual funds
  • Debt market mutual funds
  • Parameters for choosing equity market and debt market funds
  • Understanding risks in mutual fund investing
  • Constructing portfolios and selecting right funds
  • Strategies on “How to make mutual funds work for you”


This course conducted by:-

Ms. Shubha Ganesh, F.C.A. PGD in Equity Research. She is an investment strategist. She is CEO Blue Lotus Investment Strategists, a well-known investment consultancy firm in Bangalore. She is the Founder Member of Shiksha a platform floated by like-minded people for spreading financial literacy She is a visiting faculty at Indian Institute of Management Bangalore and ICAI Bangalore. She is also a prolific writer in The Economic Times and has written more than 500 articles on financial issues

Event Details

Basic Details

Name Mutual Fund Workshop for Beginners
Event Type Corporate Training / Workshop
Dates and Timings 2016-08-20 2:00 PM - 5:00 PM
Expected number of invitees 50
About Event -

Location Details

Address Line 1 Conference Hall 1st Floor, Times of India Office, MG Road, Bangalore - 560001
Landmark MG Road
Pin Code 560001
Location The Times of India Mahatma Gandhi Road, Shanthala Nagar,
City Bengaluru, Karnataka, India