Mapping Mutual Funds to Life Milestones
Priyanka Acharya
Level
Beginner
Learn
On Demand
Access
90 days or till subscription
Language
English & Hindi
About this Course
Planning for life goals like a child’s education, buying a home, or retirement? Learn how to use mutual funds strategically by aligning fund types to your time horizons and life stages. In this session, you will obtain a simple yet powerful framework to help you build a personalised mutual fund journey based on your future needs.
You will learn:
Key Takeaways
1
How to assign specific mutual funds to short-, medium-, and long-term goals
2
Which fund types work best for each life milestone
3
How to rebalance your mutual fund portfolio when life situations change
Modules
1 Modules•52 mins content
This course is for
1
Anyone investing with specific life goals in mind
2
Parents, homeowners, and long-term planners
3
People looking to personalise their mutual fund strategy
Meet your Mentor
Priyanka Acharya
Author and Educator
15+ years of experience
Priyanka comes with 15+ years of experience in finance. She's an author, podcaster, and TEDx speaker, recognised among India's Top Women in Finance in 2023.