{"product_id":"9789357786027","title":"NISM X Taxmann's Mutual Fund Foundation","description":"\u003cp\u003eThe book is a comprehensive guide on sales, distribution, and support services in the mutual fund industry.\u003c\/p\u003e\n\n\u003cp\u003eIt covers mutual funds' basics, roles, structures, types, accounting, valuation, taxation, and distribution\u003c\/p\u003e\n\n\u003cp\u003eDesigned 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:\n\u003cbr\u003eScheme Evaluation – It discusses how to evaluate various mutual fund schemes.\n\u003cbr\u003eRecommendation of Products and Services – Guidance is provided on recommending suitable products and services to investors and prospective investors.\u003c\/p\u003e\n\n\u003cp\u003eThe 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:\n\u003cbr\u003e[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.\n\u003cbr\u003e[Know the Rules and Regulations] It covers the regulatory framework related to distributing mutual fund products, an important aspect for professionals in the industry.\u003c\/p\u003e\n\n\u003cp\u003eThe structure of this book is as follows:\n\u003cbr\u003eIntroduction to Mutual Funds\n\u003cbr\u003eo Investment Landscape – Insights on investment basics, different asset classes, financial needs, financial goals, and the role of mutual funds in achieving these goals\n\u003cbr\u003eo Concept and Role of a Mutual Fund – Discusses the concept, classification, and growth of mutual funds, particularly in India\n\u003cbr\u003eStructural Insights\n\u003cbr\u003eo 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\n\u003cbr\u003eProducts and Distribution\n\u003cbr\u003eo 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\n\u003cbr\u003eo Scheme-Related Information – Details mandatory and non-mandatory disclosures in mutual funds\n\u003cbr\u003eo Fund Distribution and Channel Management Practices – Focuses on the role of mutual fund distributors, types, modes of distribution, prerequisites, revenue models, and regulatory aspects\n\u003cbr\u003ePerformance and Taxation\n\u003cbr\u003eo Performance of Mutual Funds – Discusses the calculation of returns, concept of loads, risk in mutual fund investments, and risk-adjusted returns.\n\u003cbr\u003eo Taxation – Covers taxation aspects, including capital gains, dividend income, stamp duty, securities transaction tax, and tax benefits related to mutual funds\n\u003cbr\u003eInvestor Services\n\u003cbr\u003eo 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\n\u003cbr\u003eLegal and Regulatory Framework\n\u003cbr\u003eo Legal and Regulatory Environment – Explores the role of SEBI, investor grievance redressal, and codes of conduct and ethics in mutual funds\n\u003cbr\u003eAppendices\n\u003cbr\u003eo Includes formats for scheme information documents, statement of additional information, key information memorandum, and AMFI's code of ethics and conduct\u003c\/p\u003e","brand":"Sai Books","offers":[{"title":"Default Title","offer_id":48191681757476,"sku":"9789357786027","price":387.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0671\/3661\/8788\/files\/61qrzW3bhaL._SL1500.jpg?v=1709552553","url":"https:\/\/bookstation.in\/products\/9789357786027","provider":"BookStation","version":"1.0","type":"link"}