Module V
Module V
Investment Advisor
Chapter 1
Introduction to Indian Financial Markets & Securities Market Segments
Chapter 2
Mutual Funds & Investment Products
Chapter 3
Managing Investment Risk & Measuring Investment Returns
Chapter 4
Concept of Financial Planning & Asset Allocation and Investment Strategies
Chapter 5
Insurance Planning Retirement Planning Tax and Estate Planning
Chapter 6
Regulatory Environment and Ethical Issues
Chapter 7
Helping Investors with Financial Planning and Recommending Model Portfolios and Financial Plans
