Mutual Fund: Overview, Opportunity and Optimism

IndiaNotes Team | Jan. 18, 2017, 12:22 p.m.

What are Mutual Funds? Mutual Funds envisage pooling money and investing that money in different sectors. Clearly, they can diversify an investor’s portfolio across various sectors and categories cost-effectively. Mutual Funds thereby free an investor from the tedious activity of buying potential stocks and then monitoring them while also diversifying the investor’s portfolio. As a result, Mutual Funds have ultimately helped narrow the gap between small investors and financial markets.

Clearly, Mutual Funds offer a myriad of benefits. Firstly, the stock exchange closely observes the management and operations of mutual funds, thereby ensuring a sense of safety for investors. Secondly, mutual funds can also help investors enjoy exemptions from tax. Mutual funds are usually known for generating satisfactory returns for investors, and they hence encourage people towards investments and saving. Last but not the least, apart from the well-known benefits of a diversified portfolio, mutual funds also allow investors to reinvest the returns they have generated.

Nevertheless, investors can get equally confused while selecting and zeroing down on any particular mutual funds; particularly because there exist various types of mutual funds, and investors need to adopt various investment policies and strategies while investing in mutual funds. At the same time, there are also various other benefits investors of mutual funds can enjoy.

All such investors looking forward towards investing in mutual funds can find respite at the Mutual Fund Summit convened on the sidelines of Finbridge Expo. The Mutual Fund Summit has been organised on 4th February 2017 from 2:00 PM to 5:30 PM. Sessions to be conducted during the Mutual Fund Summit are as follows:

  • Indian Markets: The Road Ahead by Mr. Navneet Munot, CIO, SBI, Mutual Fund
  • Mutual Funds: A Cashless Revolution by Mr. Nikunj Sharma, Founder, Moneyogi Corporation
  • Allocate Right… Invest Wise by Ms. Laxmi Iyer, CIO, Kotak Mutual Fund (Debt) & Head-Products
  • Mutual Fund: Overview, Opportunity and Optimism by Mr. Lalit Mundra, CEO, Suresh Rathi Securities
  • Process to pick winning Mutual Fund Schemes by Mr. V V K Prasad, CMD Vivekam Financial Services

Those interested can register themselves for the summit at:


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