To Become MF Advisor
Our educational training program is a brief introduction to the Indian and global economy.
“ALL SUCCESSFUL MUTUAL FUND ADVISORS STARTED AS BEGINNERS, FOCUSING MORE ON MONTHLY SIP, TRUSTING THE PROCESS, AND STAYING DISCIPLINED”
Students also learn about microeconomics and macroeconomics data and its impact on the economy. As mutual fund advisors, one must have basic knowledge and information about different asset classes like equity, derivatives, commodity, currency, and mutual funds.
To become Mutual Fund Advisor In Financial Market
ADVISOR MUST HAVE NISM-Series-V-A
Mutual Fund Distributors
We will provide comprehensive instruction on the Series-V-A: Mutual Fund Distributors syllabus. The Securities and Exchange Board of India (SEBI) oversees mutual funds in India, and AMFI works to benefit investors by ensuring transparency in mutual fund practices. AMFI also represents the industry’s interests to the Government, Reserve Bank of India, and other relevant bodies.
Finally, upon successfully clearing the exam, the advisor will receive certification from NISM, enabling them to begin their career as a mutual fund advisor in India. Sherartha will assist in identifying client requirements, and advisors should convey to clients
“THE TIME TO START SIP WILL NEVER BE JUST RIGHT. START WITH WHAT MONEY YOU HAVE CURRENTLY AND MORE SIP WILL DO AS YOU GO ALONG.”
Share Artha Trading Foundation Make You Confident Dealer
Trained Dealer Vs Untrained Dealer
TRAINED MF ADVISOR
Understands client needs
Make good relationship with Client
Always gives after-sales services
Has gone through practical training
Continuously upgrades with education
UNTRAINED MF ADVISOR
Poor client communication
Neglect to maintain relationships with clients
Doesn’t give service after account open
Not confident for giving advice
Trades with emotion and high leverage
Mutual Fund Advisor In Financial Market
- Investment Landscape
- Concept and Role of a Mutual Fund
- Legal Structure of Mutual Funds in India
- Legal and regulatory framework
- Scheme related information
- Fund distribution and channel management practices
- Net asset value, total expense ratio and pricing of units
- Taxation
- Investor services
- Risk, Return and performance of funds
- Mutual fund scheme performance
- Mutual fund scheme selection
our curriculum
What we bring to you
Indian Stock market
Structure of Financial Market
Role and Participant of Regulator
Bull, Bear and Sideways
charts and its Patterns
Line Chart
Bar Chart
and Candlestick Chart
How To Select Trade For Buy, Sell or Exit
Steps Before Taking Trade
Steps While Taking Trade
Steps After Taking Trade
Position Sizing & Money Management Techniques
Margins, Clearing and Settlement
What is Share Market
A : Primary Market
B : Secondary Market (Corporate Actions)
Fundamental Analysis Vs. Technical Analysis
Dow Theory, Tenets, Criticisms
Indicators in Chart
Support and Resistances
Trend Indicators
Correct order of Moving Averages
2 Hours of Live Sessions and Total 16 Hours Sessions in 4 Days
How to create relationship with clients for LI and GI.
How to apply different techninique to make wealth for clients.
Will Provide supplementary study material
Module Test