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Funds Ka Funda - Diwali Special
Jay Mehta
Nov 45:00 - 6:00 PM
YouTube Live
Funds Ka Funda - Diwali Special
Jay Mehta
Level
Beginner & Intermediate
Webinar recording
Available
Have Question
Live QnA
Language
English & Hindi
About this Webinar
Opening a mutual fund account is easy. Building long-term wealth is where the real journey begins.
Many investors start with a small SIP, a one-time investment, or a single fund and then lose momentum. Others keep cash on the sidelines, waiting for the perfect market opportunity. Over time, these small decisions can have a meaningful impact on investment outcomes.
This webinar helps investors understand what often separates successful long-term investors from those who remain stuck at the starting line. Through practical examples and simple frameworks, you'll learn how to use the Upstox app to take the next step in your investment journey without trying to predict markets or chase the latest trends.
You will learn:
Key Takeaways
1
Assess whether your current mutual fund portfolio is working as effectively as it could
2
Understand the benefits of diversification across funds and investment styles
3
Build a disciplined investing approach using SIPs and long-term thinking
4
Avoid common behavioural mistakes that prevent investors from creating wealth
5
Effectively use the Upstox app
Sessions
No. of days - 1•1 Sessions
This webinar is for
1
Investors looking to review their existing mutual fund portfolio and identify areas for improvement
2
Beginners who want to understand SIPs, diversification and asset allocation to build a disciplined investing approach
3
Investors who want to avoid common investing mistakes and use the Upstox app more effectively for their long-term financial goals
Meet your Mentor
Jay Mehta
Chartered Financial Analyst
10+ years of experience
Jay Mehta brings about 10 years of experience in capital markets. His work experience spans different facets of finance, including Equity Research, Treasury Management, Investor Communication/Relations, Corporate Strategy, and Business Finance.