Mutual Fund Foundation-NISM BOOK- TAXMAN PUBLICATION
Description
The book is a comprehensive guide on sales, distribution, and support services in the mutual fund industry.
It covers mutual funds' basics, roles, structures, types, accounting, valuation, taxation, and distribution
Designed specifically to aid financial advisors, the book emphasizes understanding mutual funds and using this knowledge to develop and maintain client relationships. It will also benefit all those who want to understand the Indian mutual fund industry better. This book also advocates for financial planning as a key investment approach in mutual funds. It discusses the concept of:
- Scheme Evaluation – It discusses how to evaluate various mutual fund schemes.
- Recommendation of Products and Services – Guidance is provided on recommending suitable products and services to investors and prospective investors.
The Present Publication is the October 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination V-B [Mutual Fund Foundation], with the following noteworthy features:
- [Know the Basics] A section that provides an in-depth understanding of mutual funds, including their roles, structures, and different types of schemes.
- [Know How Mutual Funds are Distributed] This part discusses the distribution of mutual funds in the market, including evaluating schemes and recommending suitable schemes to prospective investors.
- [Know the Rules and Regulations] It covers the regulatory framework related to distributing mutual fund products, an important aspect for professionals in the industry.
The structure of this book is as follows:
- Introduction to Mutual Funds
- Investment Landscape – Insights on investment basics, different asset classes, financial needs, financial goals, and the role of mutual funds in achieving these goals
