Mutual funds from zero: a live class

About this session

What a mutual fund is, how to read a factsheet, direct versus regular plans, and setting up your first SIP, step by step.

Agenda

1. 1How funds work and who protects your money
2. 2Categories that matter for most goals
3. 3Expense ratios and direct plans
4. 4Your first SIP, live walkthrough

Key takeaways

• Choose a category for each goal
• Read the five numbers that matter on a factsheet
• Start a SIP with confidence