Wealth Building with Mutual Funds 9 Sections48 Lessons1 QuizLifetime
Curriculum
- 9 Sections
- 48 Lessons
- Lifetime
Expand all sectionsCollapse all sections
- Introduction to Mutual Funds (Beginner Basics)6 ItemsGoal: Remove fear & confusion; build trust in mutual funds.
- 1.1Why Mutual Funds Are the Easiest Way to Build Wealth
- 1.2How Mutual Funds Work (Explained with Real-Life Examples)
- 1.3Types of Mutual Funds You Must Know (Equity, Debt, Hybrid, ELSS, Index)
- 1.4Terms You’ll Hear Often: NAV, AUM, Expense Ratio, Exit Load
- 1.5Mutual Fund vs Stocks vs FD – Where Should You Invest?
- 1.61. What is a mutual fund?1 Question
- SIP – The Secret to Getting Rich Slowly6 Items
- 2.1What is SIP? Why It Works (Magic of Automation + Compounding)
- 2.2How ₹5,000/Month Can Turn into ₹1 Crore
- 2.3Monthly vs. Weekly SIP – What’s Better?
- 2.4Real Investor Case Study: 10-Year SIP Journey
- 2.5How to Calculate SIP Returns (Demo + SmartSourav.com calculator)
- 2.6CTA: Start your first SIP with even ₹100. Link to demo platform.
- Choosing the Right Mutual Funds6 Items
- Investing with a Purpose – Goal-Based Investing6 ItemsGoal: Connect investing with real-life goals for long-term success.
- 4.1What Is Goal-Based Investing? Why It’s Better Than Random SIPs
- 4.2Categorizing Goals – Emergency, Education, Retirement, House, Travel
- 4.3How to Match Goals with Fund Types (Equity/Debt/Hybrid)
- 4.4Create Your Own SIP Plan for 3 Goals
- 4.5Annual Rebalancing – How and Why
- 4.6Fill the Smart Goal Planner PDF (provided)
- Taxation, Exit Loads & Hidden Costs6 ItemsGoal: Make sure your returns are not silently eaten away.
- Avoiding Common Investor Mistakes5 ItemsGoal: Protect your money from emotional & irrational decisions.
- Portfolio Management – Become Your Own Fund Manager6 ItemsGoal: Help learners manage their portfolio confidently over years.
- Bonus Section (Value Boosters)5 Items
- Future Expansion (Optional Advanced Add-ons)3 Items