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This book aims to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds, including:

  • Individual Mutual Fund Distributors
  • Employees of organizations engaged in sales and distribution of Mutual Funds
  • Employees of Asset Management Companies especially persons engaged in sales and distribution of Mutual Funds

This book teaches financial planning as an approach to investing in Mutual Funds.This book also discusses the concept of scheme evaluation, recommendation of suitable products and services to investors and prospective investors.

The Present Publication is the October 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination V-A [Mutual Fund Distributors], with the following noteworthy features:

  • Know the basics of Mutual Funds, their role and structure, different kinds of mutual funds schemes and their features
  • Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market
  • Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution
  • This book also features chapter-end sample questions with answers
  • Coverage of this book includes:
    o Investment Landscape
    o Concept and Role of a Mutual Fund
    o Legal Structure of Mutual Funds in India
    o Legal and Regulatory Framework
    o Scheme Related Information
    o Fund Distribution and Channel Management Practices
    o Net Asset Value, Total Expense Ratio and Pricing of Units
    o Taxation
    o Investor Services
    o Risk, Return and Performance of Funds
    o Mutual Fund Scheme Performance
    o Mutual Fund Scheme Selection