Investing Basics
SIP, Mutual Funds, Index Funds
Investing Basics
SIP, Mutual Funds, Index Funds
To help learners understand the fundamentals of investing, the power of compounding, and how to use SIPs, mutual funds, and index funds for long-term wealth creation.
🧩 Module 1: The Foundation of Investing
Topics:
What is Investing & Why It Matters
The Difference Between Saving and Investing
Understanding Risk vs Return
The Magic of Compounding
Inflation and Wealth Erosion
Activity:
Mini worksheet — “If I invest ₹5,000 per month for 10 years …”
What is Investing & Why It Matters
The Difference Between Saving and Investing
Understanding Risk vs Return
The Magic of Compounding
Inflation and Wealth Erosion
Activity:
Mini worksheet — “If I invest ₹5,000 per month for 10 years …”
🧩 Module 2: Understanding Mutual Funds
Topics:
What are Mutual Funds and How They Work
Types of Mutual Funds (Equity, Debt, Hybrid)
NAV, Expense Ratio & Fund Manager Role
How Returns Are Calculated
Risks in Mutual Funds
Activity:
Compare 2 mutual fund schemes on Groww or MoneyControl
What are Mutual Funds and How They Work
Types of Mutual Funds (Equity, Debt, Hybrid)
NAV, Expense Ratio & Fund Manager Role
How Returns Are Calculated
Risks in Mutual Funds
Activity:
Compare 2 mutual fund schemes on Groww or MoneyControl
🧩 Module 3: The Power of SIP (Systematic Investment Plan)
Topics:
What is SIP and How It Works
Rupee Cost Averaging & Discipline in SIP
SIP vs Lump Sum Investing
Long-Term vs Short-Term SIP Strategies
Common Mistakes in SIP Investing
Activity:
Create your own SIP plan using a calculator – “Goal: ₹10 Lakh in 10 Years”
What is SIP and How It Works
Rupee Cost Averaging & Discipline in SIP
SIP vs Lump Sum Investing
Long-Term vs Short-Term SIP Strategies
Common Mistakes in SIP Investing
Activity:
Create your own SIP plan using a calculator – “Goal: ₹10 Lakh in 10 Years”
🧩 Module 4: Understanding Index Funds
Topics:
What are Index Funds & How They Differ from Active Funds
The Concept of Index Tracking & Benchmark (Nifty, Sensex)
Advantages – Low Cost, Diversification, Simplicity
ETF vs Index Fund Difference
How to Start Investing in Index Funds
Activity:
Research the best 3 index funds in India and record expense ratios
What are Index Funds & How They Differ from Active Funds
The Concept of Index Tracking & Benchmark (Nifty, Sensex)
Advantages – Low Cost, Diversification, Simplicity
ETF vs Index Fund Difference
How to Start Investing in Index Funds
Activity:
Research the best 3 index funds in India and record expense ratios
🧩 Module 5: How to Build Your First Portfolio
Topics:
Asset Allocation Basics (Equity, Debt, Gold)
Risk Profiling – Conservative, Balanced, Aggressive
Diversification Strategy for Beginners
Common Investing Mistakes to Avoid
Activity:
Create your first mock portfolio with 5 funds
Asset Allocation Basics (Equity, Debt, Gold)
Risk Profiling – Conservative, Balanced, Aggressive
Diversification Strategy for Beginners
Common Investing Mistakes to Avoid
Activity:
Create your first mock portfolio with 5 funds
🧩 Module 6: Review & Monitor Your Investments
Topics:
How Often to Review Funds
Portfolio Rebalancing Made Simple
Tracking Performance vs Benchmarks
When to Exit a Fund
Activity:
Create a simple monthly review sheet
How Often to Review Funds
Portfolio Rebalancing Made Simple
Tracking Performance vs Benchmarks
When to Exit a Fund
Activity:
Create a simple monthly review sheet
🧠 Bonus Module: ArthIQ AI Investment Guide
Topics:
How ArthIQ AI Helps You Choose Funds & Build a Plan
Sample Queries You Can Ask (“Which fund suits me?” etc.)
Activity:
Try a mock interaction with ArthIQ AI
How ArthIQ AI Helps You Choose Funds & Build a Plan
Sample Queries You Can Ask (“Which fund suits me?” etc.)
Activity:
Try a mock interaction with ArthIQ AI
🏆 Certification
🎓 Certificate of Completion – Investing Basics (SIP, Mutual Funds & Index Funds)
Issued by Arthsamruddhi.ai
