Wealth Ocean InstituteWealth Ocean Institute

Mutual Fund Course – Learn, Plan & Invest Smart

A complete course to help beginners and investors understand Mutual Funds, SIP planning, goal-based investing, asset allocation, risk management, and long-term wealth creation.

What You Will Learn

Basics of Mutual Funds, NAV, Expense Ratio, AUM

Types of Mutual Funds – Equity, Debt, Hybrid, Index Funds

How to choose the right mutual fund

SIP & Lumpsum Investing – How it actually works

Goal-based financial planning

Asset allocation and risk profiling

Tax saving through ELSS

Retirement, Child Education, Wealth Creation Planning

Course Syllabus

Module 1: Understanding Mutual Funds

  • What is a Mutual Fund?
  • How NAV works
  • Types of funds and when to use them
  • How fund returns are generated

Module 2: SIP & Lumpsum Investing

  • How SIP compounding works
  • How much SIP is needed for your goals
  • SIP vs Lumpsum — which is better?
  • Market dips & volatility handling

Module 3: Goal-Based Planning

  • Retirement planning
  • Child education/Marriage planning
  • Buying house planning
  • Wealth creation model portfolio

Module 4: Choosing the Right Mutual Funds

  • How to select winning funds
  • Risk profiling
  • Asset allocation
  • ELSS tax-saving strategies

Why Learn Mutual Funds at WOI?

100% Practical Training

No theory-only. You learn with real examples, tools, calculators, and planning models.

SEBI-Compliant Guidance

We teach transparent, ethical, and risk-aware investment methods.

Lifetime Support

Ask doubts anytime even after course completion.

Start Your Mutual Fund Learning Journey Today

Build wealth confidently with proper guidance and planning.

Reserve Your Seat