Module IV

Mutual Funds Distributors

Module IV

Module IV

Mutual Funds Distributors

Chapter 1

Concept and Role of a Mutual Fund and Fund structure and Constituents

Chapter 2

Legal and Regulatory Environment

Chapter 3

Offer Document, Fund Distribution and Channel Management Practices and Accounting Valuation and Taxation

Chapter 4

Investor Services

Chapter 5

Return Risk and Performance of Funds

Chapter 6

Scheme Selection and Selecting the right investment products for Investors

Chapter 7

Helping Investors with Financial Planning and Recommending Model Portfolios and Financial Plans