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Bengaluru Mutual Fund Wealth Journey September 2019


Bengaluru Mutual Fund Wealth Journey September 2019

Kittu's #Bengaluru MF Wealth Journey - 21 & 22 September 2019

A Two-Day Meet on #Investing with #MutualFunds, Investment portfolio design & Portfolio Review

Topics covered:

(1) Investing with Mutual Fund
(a) Introduction to MFs, basic terminology, types schemes etc.
(b) Advantages and Disadvantages of MFs
(c) Can MFs vanish / close business?
(d) Ways of transacting with MFs
(e) Various tools for transacting with MFs (CAMS, MFU Utilities etc)
(f) Various websites for use in MFs
(g) Direct and Regular investment and their differences
(h) Implementing Life Stage Model in MFs
(i) Active and Passive Investing
(j) Investing with Exchange Traded Funds
(k) Investing with Index Funds
(l) 10 Types of Equity MFs
(m) 15 Types of Debt MFs
(n) 15 Types of Hybrid MFs
(o) Ways of parking excess funds for short duration
(p) Predicting future returns of MF scheme based on working of past performance
(q) Selecting the right MF scheme
(r) Riskometer and its significance
(s) Risk measurement in MFs (Alpha, Beta, R-Squared, Info Ratio, Tracking Error, Sharpe Ratio, Std Dev etc.)
(t) Role of fund manager and evaluation of their performance
(u) Window of direct investment and easiness of managing investments and control
(v) International Equity MF
(w) Entry / Exit load and Expenses charged by MFs
(x) Model Portfolios for various scenarios
(y) Goal-based investing with MFs
(z) Behavioral Biases in Investment Decision Making

(2) Building strategies to design investing portfolio

(3) Retirement Planning with MFs and NPS

(4) Practicals & Portfolio Review

(5) Q & A

Meet is suitable for:

1. Employees and Businessmen

2. New investors with little or no successful experience in investing

3. Students from business and commerce streams

4. Financial Professionals, Bank Employees, Tax Planners

5. To all those whose goal is to build wealth over time.

No prior background in investing is required. However, working knowledge of using Internet and Excel spreadsheets will help.

Speaker: Mr. M Vijaya Kittu who has near to 9+ years experience in the financial planning; NISM Certified and has 10 Postgraduate Degrees on different subjects and currently pursuing PhD in Management (Securities markets); Columnist with two leading financial weeklies.

Date & Time: 21 (Sat) & 22 (Sun) September 2019 from 9:00 AM to 6 PM

Venue: Hotel Kandi Tree, 4th Block, Jayanagar, Bengaluru

Seminar Fee: Rs. 5000 per person; Rs. 9000 for couple (Husband & Wife or Father & College-going Child)

The Non-refundable, Non-transferable Meet Fee is inclusive of Study & Practice materials, Lunch and High tea for the two days.

Fees can be paid in any of the following modes: NetBanking / UPI (PhonePe / Google Pay / Telegram / WhatsApp) / IMPS / NEFT. Cash will not be accepted. Group of friends can pay in group as a single transaction.

Seats: Prior registration is compulsory and we have limited seats only. So, register as soon as possible to avoid last minute disappointment. Registering early will help access pre-seminar learning resources in the group.

Other Locations: Our upcoming seminars are at Ahmedabad (10 & 11 Aug 2019), Doha, Qatar (Oct 2019), Pune / Mumbai (Nov / Dec 2019) and Delhi (5 January 2020).

To register or for any further details about the seminar, WhatsApp / Telegram to +91 98495 19188 or visit

Map Hotel Kandi Tree, #118-119, 8th B Main, Jayanagar 4th Block, Bangalore, India 560011, Bangalore, India
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