Master foundational concepts of wealth creation, the impact of inflation, compounding, and establishing an emergency fund mindset.
A systematic path from money and market fundamentals to fund analysis, portfolio construction, taxation, practical case studies, and a complete capstone plan.
26
Modules
8
Learning levels
274+
Core topics
1
Capstone project
Your learning path
The course moves from investor education to analysis and portfolio construction before asking you to solve a complete real-world planning case.
Money, markets, and the mutual-fund ecosystem
Modules 1–4
Fund categories, terminology, risk, and returns
Modules 5–9
Fund selection, portfolio analysis, SIP, and lump sum
Modules 10–13
Advanced strategies, taxation, retirement, and goals
Modules 14–17
Investor behaviour, platforms, and operational processes
Modules 18–19
Analysis, model portfolios, mistakes, and case studies
Modules 20–23
Advanced concepts, macro context, and professional tools
Modules 24–25
A complete, end-to-end investment-planning exercise
Modules 26
Complete curriculum
Search by concept, fund type, metric, strategy, or goal.
Showing 26 of 26 modules
Level 1
Money, markets, and the mutual-fund ecosystem
Read every topic explanationMaster foundational concepts of wealth creation, the impact of inflation, compounding, and establishing an emergency fund mindset.
Understand capital market segments, participant roles, regulatory bodies, and asset classes from stocks and bonds to mutual funds and REITs.
Learn how mutual funds function, the history of funds in India, money pooling, NAV calculations, AUM, and ecosystem entities.
Explore the governance and regulatory ecosystem including SEBI regulations, AMFI roles, AMCs, Fund Managers, Trustees, and RTAs.
Level 2
Fund categories, terminology, risk, and returns
Read every topic explanationComprehensive categorization across Equity, Debt, Hybrid, Solution-Oriented, Index, ETF, and International funds.
Demystify key financial metrics: Expense Ratio, Alpha, Beta, Sharpe, Sortino, Treynor ratios, Tracking Error, CAGR, and XIRR.
Identify and mitigate market, credit, interest rate, liquidity, and concentration risks while performing investor risk profiling.
Evaluate investment performance using Absolute Return, CAGR, XIRR, Point-to-Point, Rolling Returns, and Risk-Adjusted Returns.
Learn to read SIDs, KIMs, SAIs, Monthly Factsheets, Portfolio Disclosures, and Annual Reports like a professional analyst.
Level 3
Fund selection, portfolio analysis, SIP, and lump sum
Read every topic explanationMaster fund evaluation criteria including track record, fund manager credibility, consistency, peer comparison, and downside capture.
Understand asset allocation, portfolio overlap detection, correlation matrices, risk aggregation, and systematic rebalancing.
Unpack Dollar/Rupee Cost Averaging, Step-up SIPs, Goal-linked SIPs, market crash execution, and debunk common SIP myths.
Strategies for deploying lump sum capital, valuation metrics (P/E, P/B), Systemic Transfer Plans (STP), and timing pitfalls.
Level 4
Advanced strategies, taxation, retirement, and goals
Read every topic explanationImplement Core-Satellite portfolios, Factor Investing, Smart Beta, Tactical Asset Allocation, Value Averaging, and Glide Paths.
Comprehensive guide to Equity and Debt capital gains taxes (STCG, LTCG), dividend tax, tax harvesting, ELSS 80C benefits, and TDS rules.
Calculate inflation-adjusted retirement corpus, design Systematic Withdrawal Plans (SWP), and apply safe withdrawal rates.
Map mutual fund portfolios to specific life goals: higher education, home purchase, weddings, vacation, and legacy wealth.
Level 5
Investor behaviour, platforms, and operational processes
Read every topic explanationOvercome cognitive biases: fear & greed cycles, loss aversion, confirmation bias, recency bias, overconfidence, and panic selling.
Navigate Direct vs. Regular plans, Growth vs. IDCW options, Demat vs. non-Demat holding, e-KYC, PAN linking, and FATCA/CRS.
Level 6
Analysis, model portfolios, mistakes, and case studies
Read every topic explanationHands-on exercises: analyze fund factsheets, perform side-by-side fund comparisons, evaluate sector weights, and test rolling returns.
Construct tailored model portfolios for Conservative, Moderate, Aggressive profiles, and milestone targets (₹10L, ₹50L, ₹1 Cr).
Avoid cost-prohibitive pitfalls: past-return chasing, over-diversification, panic selling, excessive switching, and unaligned goals.
Analyze historical 20-year SIP trajectories, 2008 & 2020 market crash recoveries, real ELSS tax journeys, and portfolio reviews.
Level 7
Advanced concepts, macro context, and professional tools
Read every topic explanationDeep dive into Passive vs. Active dynamics, International diversification, ESG funds, Smart Beta, Scheme Categorization, and yield curves.
Leverage AMFI disclosures, SEBI filings, financial/XIRR/SIP calculators, goal planners, and custom portfolio rebalancing sheets.
Level 8
A complete, end-to-end investment-planning exercise
Read every topic explanationFormulate a comprehensive investor financial plan: risk assessment, asset allocation, fund selection, SIP/SWP plan, tax rationale, and review strategy.
Professional depth
These subjects are integrated across the relevant modules to connect fund knowledge with mathematics, security analysis, and portfolio construction.
Build the quantitative foundation needed to calculate goals, cash flows, and real investor outcomes.
Understand the underlying businesses held by a fund without turning the course into stock-picking training.
Learn how credit quality, duration, spreads, and rate cycles change the behaviour of debt portfolios.
Bridge the gap between choosing individual funds and building a resilient, goal-aligned portfolio.
Consistent learning format
Each subject follows the same teaching architecture so learners understand the idea, calculate it, apply it, and test their understanding.
Concept
Simple example
Visual explanation
Real-world application
Calculation
Case study
Exercise
Quiz
Assignment
Key takeaway
Education-first framework
The curriculum separates investor education, analysis, portfolio construction, recommendation, and execution. Course examples are educational and historical returns are never presented as guaranteed future outcomes.
Use the calculators to practise goal, SIP, return, and retirement concepts from the curriculum.
Open financial calculators