Mutual Fund Distributors (Level 2)

This book seeks to enhance the knowledge of associated persons engaged in selling or distributing mutual fund products. It enables persons to have a better understanding of the features of the following:

Advanced Mutual Fund Products
Fund Valuation
Fund Performance Measurements
Investor Service & related Regulations
This book will be handy for those who want to understand the Indian mutual fund industry.

The Present Publication is the January 2022 workbook version, published exclusively by Taxmann for NISM Certification Examination V-C [Mutual Fund Distributors | Level 2], with the following noteworthy features:

[Understand] the following:
[Features] of funds of the fund, exchange-traded funds, real estate mutual funds, real estate investment trusts (REITs), infrastructure investment trusts (InvITs), etc.
[Valuation] How equities, debt, derivatives and real estate are valued in mutual funds
[Processes] underlying investment in NFO, open-end/close-end schemes, ETF, and pledge process relating to mutual funds
[Ethical Requirements & Measures] to protect mutual fund investors
[Know] the following:
[Legalities] of the real estate mutual funds, REITs & InvITs, investment restrictions applicable to mutual fund schemes, etc.
[Taxation] effect of mutual fund schemes and investors
[Get Acquainted & Appreciate] the following points:
[Approaches to Managing Investment & Associated Risks] by fund managers
[Working of Alternate Investment Channels] such as stock exchanges & internet
[Selling Alternate Investment Products] and the issues involved
[Accounting Aspects] of NAV determination, investor's transactions with the fund and corporate actions by investee companies
[Evaluation] of schemes
[Historical Perspective] of returns earned in different asset classes