All my experience of being licensed in financial services and managing client money is packed for you in this masterclass.
What you will learn:
- What is SIP investing and is it right for you?
- How to select mutual funds for SIPs?
- How to use SIPs to achieve your financial goals?
- How are SIPs taxed?
- What is a Step-up SIP?
- How to build a mutual fund portfolio using SIPs?
- Lumpsum investing vs SIPs
- Case study of real clients: achieving long-term and short-term goals through SIPs
Free tools:
- SIP and Step-up SIP Calculator
- SIP Goal Planning Tool
- Index Fund Selection Tool
- SIP taxation tool
- Inflation-adjusted returns calculator
- Step-by-step guide to start an SIP
Excited to see you on the 27th :)
—Udayan