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I am an advisor and want to enhance my knowledge about Mutual Funds

I am Baroda based mutual fund advisor. I read regularly your articles. I want to develop my MF advisory business. At present I have joined with NJ as a partner (sub-broker). I want to enrich myself with knowledge from A to Z in Mutual Funds. So please suggest few books. I want to learn calculations i.e. annualised returns, absolute returns, CAGR returns. How can I suggest different schemes to different investors as per their financial goals? So far debt fund is concerned I do not know anything about debt schemes. Please help?

Sep 14, 2016 by Bharatsinh Gohil,   |   Mutual Fund

Glad to know that you regularly read our articles. Also, glad to know that you want to enrich your knowledge about mutual funds.

We do not have all the desired resources that you are looking for enhancing your knowledge base. However, there are still ample resources in our website using which you can enhance your knowledge and provide good advice to your clients.

Some of the sections that you will find useful are –

1. https://www.advisorkhoj.com/tools-and-calculators/ - Using this section you can calculate future value of SIPs, do asset allocation for your clients and do goal planning etc.

2. https://www.advisorkhoj.com/mutual-funds-research - This section will help you identifying top performing funds in lump sum as well as SIP modes. The other tools that you could enhance your business is SWP and STP tools. You should explore this section fully as most of the answers for your questions / queries are available here.

3. Explore this section as we have a good repository of probable questions that your investors might ask you https://www.advisorkhoj.com/mutual-funds

4. You can also look at this section as we have answered few hundred questions asked by investors https://www.advisorkhoj.com/post-your-queries. This section will really help you in terms of knowing what questions investors ask and expect their advisors to answer them.

5. Please continue to explore our https://www.advisorkhoj.com/articles section. Here you should look for articles on debt funds about which you want to enhance your knowledge. However, we have selected some articles on debt funds for you which you must read –







Thanks for writing to us.

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