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Mutual Fund Foundation edition 2024 at Meripustak

Mutual Fund Foundation edition 2024 by National Institute of Securities Markets, Taxmann

Books from same Author: National Institute of Securities Markets

Books from same Publisher: Taxmann

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  • General Information  
    Author(s)National Institute of Securities Markets
    Publish YearFebruary 2024


    Taxmann Mutual Fund Foundation edition 2024 by National Institute of Securities Markets

    The book is a comprehensive guide on sales, distribution, and support services in the mutual fund industry.

    It covers mutual funds' basics, roles, structures, types, accounting, valuation, taxation, and distribution

    Designed specifically to aid financial advisors, the book emphasizes understanding mutual funds and using this knowledge to develop and maintain client relationships. It will also benefit all those who want to understand the Indian mutual fund industry better. This book also advocates for financial planning as a key investment approach in mutual funds. It discusses the concept of:

    Scheme Evaluation – It discusses how to evaluate various mutual fund schemes.
    Recommendation of Products and Services – Guidance is provided on recommending suitable products and services to investors and prospective investors.
    The Present Publication is the October 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination V-B [Mutual Fund Foundation], with the following noteworthy features:

    [Know the Basics] A section that provides an in-depth understanding of mutual funds, including their roles, structures, and different types of schemes.
    [Know How Mutual Funds are Distributed] This part discusses the distribution of mutual funds in the market, including evaluating schemes and recommending suitable schemes to prospective investors.
    [Know the Rules and Regulations] It covers the regulatory framework related to distributing mutual fund products, an important aspect for professionals in the industry.
    The structure of this book is as follows:

    Introduction to Mutual Funds
    Investment Landscape – Insights on investment basics, different asset classes, financial needs, financial goals, and the role of mutual funds in achieving these goals
    Concept and Role of a Mutual Fund – Discusses the concept, classification, and growth of mutual funds, particularly in India
    Structural Insights
    Legal Structure of Mutual Funds in India – Discusses the structure, key constituents, organization of asset management companies, and the roles of various service providers and AMFI
    Products and Distribution
    Mutual Fund Products for New Distributors – Covers mutual fund products specific to new distributors, including various schemes like liquid, index funds, diversified equity schemes, retirement benefits, and fixed maturity plans
    Scheme-Related Information – Details mandatory and non-mandatory disclosures in mutual funds
    Fund Distribution and Channel Management Practices – Focuses on the role of mutual fund distributors, types, modes of distribution, prerequisites, revenue models, and regulatory aspects
    Performance and Taxation
    Performance of Mutual Funds – Discusses the calculation of returns, concept of loads, risk in mutual fund investments, and risk-adjusted returns.
    Taxation – Covers taxation aspects, including capital gains, dividend income, stamp duty, securities transaction tax, and tax benefits related to mutual funds
    Investor Services
    Investor Services – Provides information on the NFO process, investment plans and services, allotment of units, account statements, KYC requirements, and operational aspects of mutual fund transactions
    Legal and Regulatory Framework
    Legal and Regulatory Environment – Explores the role of SEBI, investor grievance redressal, and codes of conduct and ethics in mutual funds
    Includes formats for scheme information documents, statement of additional information, key information memorandum, and AMFI's code of ethics and conduct

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