Bootcamp - Personal Finance & Mutual Funds

Objective

A comprehensive boot camp on “Personal Finance and Mutual Funds to cover a range of topics that address key aspects of personal finance management and mutual fund investments. This will help participants build a solid foundation and enable them to make informed financial decisions.

What you will learn ?

Module 1: Personal Finance Fundamentals

  1. Introduction to Personal Finance: Why It Matters
  2. Creating a Personal Budget and Financial Plan
  3. Understanding Financial Ratios for Personal Finance
  4. Debt Management Strategies
  5. Building and Maintaining an Emergency Fund
  6. The Power of Compounding and Time Value of Money

Module 2: Investment Planning and Asset Allocation

  1. Basics of Asset Allocation and Diversification
  2. Understanding Different Asset Classes
  3. Risk Tolerance and Investment Horizon
  4. Building a Goal-Based Investment Strategy

Module 3: Mutual Funds Deep Dive

  1. Introduction to Mutual Funds
  2. Types of Mutual Funds
  3. Understanding Mutual Fund NAV and Expense Ratios
  4. Systematic Investment Plans (SIPs) vs. Lump Sum Investments
  5. Reading and Analysing Mutual Fund Fact Sheets
  6. Taxation of Mutual Funds and Investment Strategies
  7. Analysing Fund Performance
  8. Building a Mutual Fund Portfolio for Different Goals
  9. Decoding Mutual Fund Ratings and Research Tools
  10. Common Mistakes to Avoid While Investing in Mutual Funds
  11. How to Choose the Right Mutual Fund: Key Criteria

Module 5: Retirement and Tax Planning

  1. Retirement Planning Using Mutual Funds
  2. Tax-Efficient Investment Strategies
  3. Using ELSS Funds for Tax Saving

Module 6: Financial Goal Setting and Execution

  1. Setting Financial Goals and Choosing the Right Investments
  2. Creating a Holistic Personal Finance Plan
  3. Regular Monitoring and Rebalancing Your Portfolio
  4. Behavioural Finance: Managing Emotions and Biases

Module 7: Case Studies and Practical Sessions

  1. Case Study 1: Creating a Mutual Fund Portfolio for a Young Professional
  2. Case Study 2: Designing a Retirement Fund Strategy for a Mid-Career Individual
  3. Live Demonstration: Using Online Tools to Compare and Analyze Mutual Funds

About Bootcamp

  • Bootcamp will be conducted online through live classes via Zoom/Google meet
  • Bootcamp modules will be completed in 4 sessions . Each Session will be for 3 hrs
  • Bootcamp will be conducted only over weekend – Saturday or Sunday (only one day)
  • Bootcamp timings will be 12PM-3PM
  • Temporary Whatsapp groups will be formed after registration to share important updates and discussions  ( Only for registered candidates)
  • Meeting links will be shared on the group and via emails
  • Recordings and Presentations will be shared
  • One month handholding will be provided post completion of bootcamp sessions

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