Course Image Financial Planning

Financial planning provides a roadmap to fulfill financial goals & aspirations, by identifying risks and managing resources by taking into consideration different aspects of one’s financial assets & liabilities. This program aims to provide knowledge on how to prepare financial plan.


- Financial planning : Need & Importance

- Financial Health checkup

- Process - How to prepare a financial plan ?


Course Image Mutual Fund Analysis

Mutual Funds, owing to their well-regulated structure and higher yield potential, offer a great opportunity for investors to invest and build wealth. This program aims to provide knowledge of how to evaluate and  select different mutual funds after taking into consideration technical parameters to earn handsome return and  minimize risk.


-About Mutual Funds and how industry functions.

-Performance measurement in Mutual funds- Risk Adjusted Measures &  various parameters.

-Debt Mutual fund – Bond Analysis

-Attribution Analysis