Description:

This course will teach you the fundamentals of investment planning and how to create a solid investment plan. You will learn how to effectively allocate your money across different asset classes to maximize returns and minimize risks. The course will cover core and satellite investing strategies, as well as provide an in-depth understanding of equity, debt, and balanced mutual funds.

Key Highlights:

• Create an investment plan
• Allocate money across different asset classes
• Learn core and satellite investing
• Understand equity, debt, and balanced mutual funds

What you will learn:

• Learning Outcome 1
  Gain the knowledge and skills to create a comprehensive investment plan tailored to your financial goals.
• Learning Outcome 2
  Learn how to allocate your money strategically across various asset classes to achieve a balanced and diversified investment portfolio.
• Learning Outcome 3
  Discover the concept of core and satellite investing and how it can be used to enhance your investment strategy.
• Learning Outcome 4
  Develop a deep understanding of equity, debt, and balanced mutual funds, and learn how to analyze their performance and suitability for your investment goals.