Registration for this programme has been closed, pls download the brochure for future session.

Summary

Programme Objectives

• Understand basic economic indicators, key fixed income concepts, instrument types and portfolio strategies
  
• Parameters to consider for Fund selection
  
• Identify and monitor risks in fixed income portfolio
  
• Framework for defining an Investment policy statement
  
• Taxation in mutual fund investments
  
• Understand the processes followed by AMCs 
  
• Perform due diligence on AMCs – selection / monitoring
  

The programme will benefit

• Treasury Professionals – investing surplus in Fixed Income MFs
  
• Proprietors / Partners / Directors of SMEs
  
• Family Office personnel for large investors
  

Training dates - July 15 & 16, 2019

Training location - Mumbai

Training fees - ₹25,000 + applicable taxes