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  1. Mapping Mutual Funds to Life Milestones
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Mapping Mutual Funds to Life Milestones

Priyanka Acharya

learning-level
Level
Beginner
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Learn
On Demand
access
Access
90 days or till subscription
language
Language
English & Hindi
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Learning Outcome
Modules
Meet the Mentor
FAQ

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.

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 Modules52 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

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.

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