Description
Content Language – Hindi
Duration – 450 Minutes (Equivalent to 2 full days training)
Videos – 34 Videos
Who is it for – Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.
Cost – 5,900 + GST
Security Note – The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.
| Topics | Detailing |
|---|---|
| Building blocks of Debt | – Why should you invest in debt – Different options in debt investing and a detailed analysis RBI Bonds Sukanya Samrudhi Scheme Senior Citizen Scheme PPF KVP NSC Time Deposit MIS FD Corporate Deposits – Taxation – Why Debt Mutual Fund over other options – Scheme categorization 16 Schemes Uniqueness |
| Types of paper MFs invest in & how does it practically work |
– Treasury Bills – Commercial Papers – Certificate of Deposit – CBLO / TREP’s (Franklins Case Study) – PTCs (DHFL, IL&FS & Zee Case study) – Perpetual Bonds (AT1)(Yes Bank Case) – Floating Rate Bonds – Debentures / NCDs – GSec’s – SDLs – Overnight Indexed Swaps (OIS) |
| Risk & Return | – Risks in Debt Interest Rate Credit Risk Side Pocketing Credit Rating Matrix Haircut Matrix Which schemes should you not recommend based on the risks |
| Quantitative Analysis | – YTM – Average Maturity – Modified Duration |
| How to pick the right Debt Fund |
– Using a 4 step process to pick the right debt fund Macro data – 2 basic macro rules will help you narrow down on deciding between currently investing in Accrual or Duration funds Client level fund selection – After having decided between Accrual/Duration, this will helps you select the appropriate category to invest in keeping in mind the clients requirement Portfolio Analysis – This is the most important step where we deep dive into the portfolio to see if the investment is secured or guaranteed, the credit rating history and outlook of the paper, liquidity profile of the company and breaking down PTC’s, Zero Coupon Bonds, Perpetual & Unlisted papers in the portfolio to select the best possible portfolio AMC level fund selection – This step will help you select the exact final fund to invest in |
| Other | – Yield Curve & Types of yield curves – Rolling down curve or ridding the yield curve – Yield curve based Investing – Live Market data watch |
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