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Beginner-Investor services

Instructor: Team Uplift

About the course

"Beginner-Investor services" provides a comprehensive overview of the various services available to investors and the different investment plans offered by mutual funds. It emphasizes the importance of understanding the application procedures and highlights the convenience and flexibility offered to investors.

It explains that investors can apply for mutual fund units through wide distribution of application forms, downloadable forms, and online application facilities. It also explores different types of investment plans offered by mutual funds. Furthermore, it covers additional investor services provided by mutual funds, such as the introduction of multi-purpose application forms, over-the-phone and online transactions, periodic statements of holdings and investment portfolios, and the availability of cheque writing facility for liquid funds.

It also highlights the nomination facility, the possibility of transferring units of close-end schemes, and the procedures for transferring units in open-ended funds in the event of a unit-holder's demise, pledged units, or specific circumstances outlined by law.

"Beginner-Investor services" serves as a valuable resource for investors seeking to understand the procedures, services, and investment options available in the mutual fund industry. It offers practical insights and guidance to help investors make informed decisions and maximize the benefits of their investments.

Syllabus

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