📘 Mutual Fund Foundation | NISM Series V-B | October 2023 Edition
✍️ Published by Taxmann | For NISM Certification Examination V-B

This comprehensive workbook is your gateway to mastering the essentials of the mutual fund industry in India, tailored specifically for aspiring mutual fund distributors and financial advisors. Covering everything from the basics of mutual funds to scheme evaluation, taxation, and regulatory frameworks, this guide offers clear explanations, real-world examples, and practical applications.

🔍 Key Highlights:
✅ Understand Mutual Funds – Structure, classification, types of schemes, and their role in financial planning
✅ Distribution & Client Servicing – Modes of distribution, investor onboarding, and guidance for recommending suitable schemes
✅ Scheme Evaluation – Learn how to assess mutual fund performance and risk-adjusted returns
✅ Taxation & Compliance – Includes all relevant capital gains, STT, and dividend income rules
✅ Legal & Regulatory Framework – SEBI rules, AMFI code of conduct, investor protection, and grievance redressal

📚 Ideal for:

• NISM V-B Exam Aspirants

• New & Existing Mutual Fund Distributors

• Financial Advisors & Planners

• Investment Enthusiasts & DIY Investors

• Students of Finance & Capital Markets

📂 Book Coverage Includes:

• 📈 Investment Landscape & Goals

• 🧩 Structure & Participants of Indian Mutual Fund Industry

• 💼 Fund Types: Debt, Equity, Hybrid, Index, FMPs, ELSS, and more

• 🔍 Scheme Disclosures, Loads, NAV, Returns & Risk Metrics

• 💰 Client Relationship Management & Financial Planning

• ⚖️ Taxation and Regulatory Environment

• 📑 Investor Services, KYC, and Transactional Procedures

• 📋 Appendices with Forms, Codes, and Sample Documents

🎯 A practical and exam-focused resource to kickstart your journey in the Indian mutual fund ecosystem!