About Product
This book aims to create a common minimum knowledge benchmark for associated persons i.e., distributors, agents or any persons employed or engaged or to be employed or engaged in the sale and/or distribution of mutual fund products and advisory functions in order to enable a better understanding of features of advanced mutual fund products, fund valuations, fund performance measurements, investor service and related regulations. The Present Publication is the January 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination V-C [Mutual Fund Distributors (Level 2)], with the following noteworthy features: Understand the salient features of the following: Fund of Funds Exchange Traded Funds Real Estate Mutual Funds Real Estate Investment Trusts (REITs) Infrastructure Investment Trusts (InvITs) Venture Capital Funds Private Equity Funds International Funds Know the legalities of real estate mutual funds, REITs and InvITs; investment restrictions applicable to mutual fund schemes; and the processes for making changes in the structure of a mutual fund or any of its schemes Appreciate the working of alternate channels of distribution viz. stock exchange and internet Get acquainted with the approaches fund managers take to manage investments and associated risks Understand how equities, debt, derivatives and real estate are valued in mutual fund schemes Get oriented to the accounting aspects of NAV determination, investor’s transactions with the fund and corporate actions by investee companies Know how taxation affects mutual fund schemes and investors Understand the processes underlying investment in NFO, open-end schemes, closed-end schemes and ETF as well as nomination and pledge processes relating to mutual funds Appreciate how schemes are evaluated Get a historical perspective on returns earned in different asset classes Get acquainted with the issues involved in selling alternate investment products Understand ethical requirements and measures to protect mutual fund investors Coverage of this book includes: Mutual Fund Structures Legal and Regulatory Environment of Mutual Funds Fund Distribution and Sales Practices Investment and Risk Management Valuation of Schemes Accounting Taxation Investor Services Scheme Evaluation Asset Classes and Alternate Investment Products Cases in Financial Planning Ethics and Investor Protection
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